Paraplanner, Centralized Services

About the position

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 financial planning tools and knowledge, with occasional client communication.

Responsibilities

• Interacts with Planners, Advisors, and Clients of the firm to organize and prepare key financial planning deliverables for client meetings and interactions.
• Develops high quality, accurate, attractive, and professional reports and presentations that integrate a biblical worldview into financial recommendations.
• Adheres to and follows the Blue Trust 'Standards of Care' for client service counsel and deliverables.
• Seeks to continually increase knowledge of the financial planning philosophy and biblical principles through learning associated scripture memory verses.
• Exhibits technical knowledge and competency in cash flow planning and projections, education funding, debt management, income tax estimation and minimization, charitable giving strategies, retirement, insurance, and estate planning.
• Demonstrates computer literacy and knowledge of specialized office programs and demonstrates competency in utilizing software applications that are company-specific.
• Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base.
• Approaches work, interactions, and relationships in a manner consistent with the company’s Core Values.
• Maintains the highest Compliance standards by adhering to the company's Human Resource guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards.

Requirements

• Desire to serve clients and co-workers with excellence.
• Aptitude and passion for learning.
• Ability to exercise independent judgment as well as take direction from others.
• Proficiency in Microsoft Office.
• Strong understanding of personal financial concepts.
• Organizational and operational efficiency.
• Ability to prioritize and complete multiple time-sensitive tasks.
• Excellent communication and interpersonal skills, both verbal and written.
• Proven technical, analytical, and problem-solving skills.
• Strong organization skills and systems acumen.
• Strong business mathematical skills and keen attention to detail.
• Personal integrity and ability to discreetly handle confidential data.
• Demonstrated computer literacy and knowledge of specialized office programs.

Nice-to-haves

• Bachelor’s degree is required, preferably in a finance-related field.
• Prior experience is not required, but would be valuable if it is related to financial planning and/or financial service, taxes, or accounting.
• Experience with industry tools and resources is a plus, including: eMoney, Holistiplan, PreciseFP, FP Pathfinder, Orion/Orion Risk Intelligence, and others.
• Financial Planning education and credentials are a plus, such as CFP®, CKA®, MBA, ChFC, CPA, etc.