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Centralized Planning Lead & Training Coach

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Blue Trust
Apprenticeship/Internship position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Alpharetta, Georgia, is seeking a Team Lead for their Centralized Planning service. This role focuses on ensuring high-quality financial planning deliverables while providing training and leadership to paraplanners and associate advisors. The ideal candidate will have strong experience in financial planning, along with a commitment to biblical principles. This position offers opportunities for leadership and professional growth within a collaborative team environment.
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