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Paraplanner, Centralized Financial Planning

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Blue Trust, Inc.
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance, Financial Reporting, Financial Services
Job Description & How to Apply Below
A financial services firm in Alpharetta, GA, is seeking a Paraplanner for its Centralized Services team. The ideal candidate will have a Bachelor's degree in finance or a related field and possess excellent communication and organizational skills. Responsibilities include preparing financial deliverables, developing reports, and supporting client interactions. Knowledge in financial tools and a commitment to high compliance standards are key.

This role offers a chance to blend technical knowledge with a mission-driven approach.
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