Top 2 Paraplanner Jobs in Winter Garden, Fl

Paraplanner/Financial Planner
Signature Wealth Advisors —Orlando, FL
- $90,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
2d
Paraplanner
The LifeWealth Group —Winter Garden, FL
- $60,500 - $85,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
1d

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Omni Financial Services —Orlando, FL
Generous financial packages + specialized transition support for advisors or insurance agents with an existing practice. FINRA Series 7 & 66 registrations.
$85,000 - $100,000 a year
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2d
Personal Financial Counselor; Orlando, FL
Magellan Health —Orlando, FL
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus…
$58,440 - $93,500 a year

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Paraplanner/Financial Planner

Signature Wealth Advisors
Orlando, FL

Quick Apply

Job Details

Full-time
$90,000 - $110,000 a year
2 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Financial planning
Financial planning software
Teamwork
Data analysis skills
Finance
Bachelor's degree
Customer relationship management

Full Job Description

About Signature Wealth Advisors

Signature Wealth Advisors is a values-driven financial planning and investment management firm with over $600 million in assets under management. We work alongside families and business owners to bring long-term clarity, confidence, and financial stability to everything they build.

We are growing deliberately — and we’re hiring for the future of this profession, not just its past.

About This Role

We are looking for a Paraplanner or Financial Planner who thinks deeply, communicates confidently, and genuinely enjoys working with clients. You will own complex financial planning scenarios from research through recommendation — and you will be in the room (or on the call) when it matters most.

As AI continues to automate routine processing and data entry, this role is being built for what remains irreplaceable: human judgment, trusted relationships, and the ability to translate complex financial realities into clear, meaningful guidance for real people.

What You’ll Own

Build and maintain comprehensive financial plans using eMoney, incorporating retirement, tax, estate, insurance, and cash flow scenarios
Prepare and present planning analyses, recommendations, and summaries for client meetings
Participate directly in client meetings — presenting findings, fielding questions, and building relationships
Develop tailored financial planning solutions for complex client situations including business owners, executives, and multigenerational families
Support investment analysis and portfolio review processes in coordination with lead advisors
Translate planning data and strategy into clear, client-ready deliverables
Collaborate with the advisory team to ensure planning and investment strategies are integrated and aligned
Stay current on tax law, planning strategies, and industry developments that affect client outcomes

Who You Are

You are a financial planner at heart — not just in title. You find the complexity of a client’s financial life interesting, not overwhelming. You ask good questions. You listen carefully. And when you have a recommendation, you can defend it clearly.

You are either pursuing your CFP® designation with genuine momentum, or you already hold it. Either way, you view it as a baseline, not a finish line.

Qualifications

Required:

Bachelor’s degree in finance, economics, or a related field
3+ years of experience in financial planning or wealth management
CFP® certification or active candidacy with a clear timeline
3+ years of experience in eMoney or a comparable financial planning platform
Strong written and verbal communication skills, including client-facing experience
Ability to build, analyze, and present complex financial plans independently

Nice to have:

Experience working directly with high-net-worth or business-owner clients
Familiarity with Wealthbox, Envestnet, or Wealthscape/NFS
Background in tax planning, estate planning, or insurance analysis
Comfort with AI-assisted planning tools and a curiosity about how technology shapes the profession

Technology We Use

eMoney (Financial Planning) · Wealthbox (CRM) · Zocks (Meeting Intelligence) · Microsoft Office 365 · Envestnet

Compensation & Benefits

Base salary: $90,000 – $110,000, commensurate with experience and CFP® status
Health, dental, and vision insurance with HSA options
401(k) with employer match
Paid time off
Support for CFP® exam fees and continuing education
A direct growth path toward a senior planning or client-facing advisory role
A collaborative, intellectually engaged team that takes the work seriously

If you are a financial planner who wants to do real planning work, speak directly with clients, and grow into a meaningful advisory career — we want to hear from you.

Pay: $90,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account

Application Question(s):

Do you have a CFP designation or pursuing candidacy?

Experience:

eMoney: 3 years (Required)
Financial planning: 3 years (Required)

Work Location: In person

Quick Apply

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