Paraplanner, Centralized Services

Job description

Description About Blue Trust: For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Position Overview: The Paraplanner, Centralized Services position includes exhibiting technical financial planning expertise, including the ability to analyze confidential client financial information and integrate the financial planning philosophy and biblical principles upon which the company serves its clients into customized financial plans to help clients achieve their goals. This position is a part of a centralized service center located in the Blue Trust National Office in Alpharetta, GA. Team members will serve client and advisory teams across the country under the direction of our Financial Planning Department. Please note: This role emphasizes administrative responsibilities and focus on the development of expertise in fin...