Paraplanner, Centralized Financial Planning
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-08-27
Listing for:
Blue Trust
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Blue Trust seeks a Paraplanner, Centralized Planning, to deliver high-quality financial planning analysis for Advisors and Clients from our Alpharetta national office. You will build plans in eMoney, prepare client-ready deliverables, and support meetings with thoughtful, biblically grounded recommendations.
You will develop expertise across cash flow, education funding, tax estimation, estate planning, and insurance considerations while upholding Blue Trust's Standards of Care and commitment to
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