Top 158 Personal Financial Advisors Jobs in Orlando, FL

Probate and Trust Administration Paralegal
Winderweedle, Haines, Ward & Woodman, PA —Winter Park, FL
- $40 - $52 an hour
- Overtime
- Background check
- 5 years
- Mid-level
- Free parking
- AD&D insurance
Quick Apply
Field Support Representative - Northwest
ABC COMPANIES —Winter Garden, FL
- CDL B
- Ability to walk for extended periods
- 5 years
- Paid training
- AD&D insurance
Quick Apply
8d
Tax Expert - Expert Center (Southeast)
Intuit —Orlando, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Financial Advisor
Edward Jones —Mount Dora, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Forensic Mechanical Engineer
J.S. Held LLC —Orlando, FL
- $130,000 - $170,000 a year
- Full-time
- Up to 50% travel
- Word processing
- Mid-level
- Commuter assistance
- Health insurance
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Orlando, FL
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Former Athletes & Competitors | Build a Financial Advisory Practice
Northwestern Mutual —Windermere, FL
- $80,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Sr. Technical Manager/Sr. Engineer - Land Development
Larson Design Group —Orlando, FL
- $150,000 - $200,000 a year
- Full-time
- Engineering
- Continuous improvement
- Quality control
- Paid training
- Employee stock ownership plan
Quick Apply
Tax Expert - Expert Center (Southeast)
Intuit —Lake Mary, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
B2B Sales, Business Broker for Orlando/Central Florida region With 10+ Years B2B Sales Experience
A Neumann & Associates, LLC —Orlando, FL
- $100,000 - $750,000 a year
- Contract
- 11+ years
- Business development
- Travel
Quick Apply
17h
Regional Sales Director-Retirement Plans
Ameritas —Florida
- $154,000 - $462,000 a year
- 8 hour shift
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor / Business Development - Downtown Orlando, FL
Northwestern Mutual —Orlando, FL
- $50,000 - $100,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Tax Expert - Local Tax Office
Intuit —Orlando, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - On-Site
Intuit —Orlando, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - Local
Intuit —Orlando, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - Local Tax Office
Intuit —Lake Mary, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - Local Branch
Intuit —Orlando, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - On-Site
Intuit —Lake Mary, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - Local
Intuit —Lake Mary, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h
Tax Expert - Local Branch
Intuit —Lake Mary, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10h

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Personal Financial Advisors jobs near Orlando, FL

Probate and Trust Administration Paralegal

Winderweedle, Haines, Ward & Woodman, PA
Winter Park, FL

Quick Apply

Job Details

Full-time
$40 - $52 an hour

Benefits

Free parking
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Professional development assistance
Opportunities for advancement
Life insurance

Qualifications

Estate administration
Procedural law knowledge
Interpersonal skills
Filing court documents
Valuation
Practice management software
E-filing platforms
Filing
Legal firm experience
High school diploma or GED
Calendar management
Legal research
Law office experience
Typing
Productivity software
Legal case management
Associate's degree
Editing
Trust accounting
Pleadings filing assistance
Wills, trusts & estate law

Full Job Description

JOB TITLE: Probate and Trust Administration Paralegal

FLSA STATUS: Non-exempt

Under general supervision and according to established policies and procedures, performs a variety of paralegal duties to assist attorneys in managing decedent estates and trusts such as drafting court pleadings, inventorying assets, communicating with fiduciaries and beneficiaries, and preparing fiduciary accountings.

Key Responsibilities

Probate Administration

Independently manage probate matters form inception through final distribution under attorney supervision.
Act as primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks.
Prepare and file petitions, inventories, accountings, notices, and other probate pleadings.
Coordinate with personal representatives, beneficiaries, financial institutions, and court personnel.
Assist clients in locating, gathering and valuing estate assets, including coordinating formal appraisals and managing date-of-death valuations.
Prepare and file estate administration documents, including receipts, releases, waivers, and distribution schedules.
Monitor deadlines and ensure compliance with court requirements.
Coordinate publication requirements, creditor claims, and asset transfers.
Prepare closing documents and assist with estate distributions.

Trust Administration

Assist trustees with all aspects of trust administration.

Prepare trust administration correspondence and required notices to beneficiaries.
Coordinate trust funding, asset collection, and asset distribution.
Prepare trust accountings and maintain detailed financial records.
Work with financial advisors, accountants, and other professionals regarding trust assets.
Facilitate trust termination and final distributions.

Client and Case Management

Serve as a primary point of contact for clients throughout the administration process.

Maintain regular communication with clients regarding case status and required documentation.
Organize and maintain electronic and physical client files.
Track deadlines, court dates, and filing requirements.
Coordinate meetings, document signings, and closings.
Respond promptly to client inquiries with professionalism and empathy.

Financial and Administrative Responsibilities

Prepare asset inventories and assist with asset valuations.
Coordinate re-titling and transfer of assets.
Assist with obtaining tax identification numbers and opening estate or trust accounts.
Prepare documentation for accountants regarding fiduciary income tax returns and estate tax matters.
Review financial statements and reconcile estate or trust transactions.
Maintain accurate billing records and time entries.
Act as primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks.
Prepare and file petitions, inventories, accountings, notices, and other probate pleadings.
Coordinate with personal representatives, beneficiaries, financial institutions, and court personnel.
Assist clients in locating, gathering and valuing estate assets, including coordinating formal appraisals and managing date-of-death valuations.
Prepare and file estate administration documents, including receipts, releases, waivers, and distribution schedules.
Monitor deadlines and ensure compliance with court requirements.
Coordinate publication requirements, creditor claims, and asset transfers.
Prepare closing documents and assist with estate distributions.

Qualifications:

Associate degree or bachelor’s degree; Paralegal Certificate from an ABA-approved program preferred.
Minimum 5-7 years of direct law firm experience handling probate and trust administration matters, including court filings.
Strong comprehension of local and state probate rules and procedures, state probate and trust codes, asset tracking, and basic fiduciary accounting.
Experience with electronic court filing systems.
Experience with legal practice management platforms (e.g., Perfect Practice, ActionStep, etc.) and Microsoft Office 365.
Ability to work independently while being a team player with an attitude of cooperation; assisting and communicating with courtesy and tact with a diverse group of clients, attorneys, and staff.
Maintain case files, calendars, and deadlines.
Ability to concentrate and proofread typed material for contextual, grammatical, typographical or spelling errors.
Work sometimes requires more than 40 hours per week to perform the essential duties of the position; occasionally may require irregular hours.

Why join our team?

Competitive base compensation with performance-based bonus opportunity.
Medical, dental, and vision insurance.
401(k) with employer contribution.
CLE and professional development support.

Why Experienced Candidates Choose Us

Manageable structure and clear communication
Professional, respectful workplace culture
Long-term stability in a well-run firm
Competitive compensation based on experience
Health, dental, vision, disability, and life insurance
401(k) with firm contributions
Free covered parking

We are seeking someone who wants to be part of a strong team and contribute meaningfully to high-quality work — in an environment where professionalism and balance coexist. Qualified candidates should send resumes (cover letter optional) to [email protected]. Equal Opportunity Employer.

Pay: $40.00 - $52.00 per hour

Benefits:

401(k)
AD&D insurance
Dental insurance
Employee assistance program
Free parking
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Professional development assistance
Vision insurance

People with a criminal record are encouraged to apply

Application Question(s):

What is your familiarity with e-filing systems and legal technology?
Describe your experience with legal research.
What have you learned from lawyers and other legal assistants you've worked with before?
What is your process for organizing client files?
How do you stay current on changes in the legal field?
How do you handle multiple, competing deadlines?
How do you ensure accuracy and high attention to detail in your work?
Describe your experience with probate.
Can you give an example of a time when you had to problem-solve in your role as Probate and Estates Paralegal?
How do you handle confidential or sensitive information in your role?

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Orlando, FL

Probate and Trust Administration Paralegal

Field Support Representative - Northwest

Tax Expert - Expert Center (Southeast)

Financial Advisor

Forensic Mechanical Engineer

Wealth Management Associate – Retirement Benefits Group

Former Athletes & Competitors | Build a Financial Advisory Practice

Sr. Technical Manager/Sr. Engineer - Land Development

Tax Expert - Expert Center (Southeast)

B2B Sales, Business Broker for Orlando/Central Florida region With 10+ Years B2B Sales Experience

Regional Sales Director-Retirement Plans

Financial Advisor / Business Development - Downtown Orlando, FL

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Tax Office

Tax Expert - Local Branch

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Branch

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