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Financial Analyst Financial Reporting Accounting & Finance

Paraplanner, Centralized Financial Planning & Reports

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Blue Trust, Inc.
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Blue Trust, Inc. is seeking a Paraplanner for their centralized services team in Alpharetta, Georgia. This role requires excellent client service, strong analytical skills, and the ability to produce high-quality financial planning deliverables. Candidates should have a bachelor's degree, preferably in a finance-related field, along with proficiency in financial planning tools like eMoney and Salesforce. The position emphasizes a biblical worldview and ethical client interactions while providing opportunities for professional growth.
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