What are the responsibilities and job description for the Financial Planner position at The Well Recruiting Solutions?
Compensation: Competitive compensation performance bonus
We’re hiring a Financial Planner on behalf of our client—a growing wealth advisory firm in Winter Garden, FL.
If you love client interaction, detailed planning work, and being part of a collaborative advisory team, this role could be a great fit.
Why this role stands out:
• High-impact planning work across a diverse client base
• Direct advisor support in meetings, planning analysis, and follow-ups
• Strong development path toward deeper advisory responsibilities
• Growth-focused environment with a supportive team culture
What you’ll do:
• Engage with clients to understand goals and planning needs
• Support advisors in meetings and prep detailed follow-ups
• Maintain accurate CRM and planning software data
• Run analyses, planning scenarios, and investment recommendations
• Ensure compliance standards and planning procedures are met
What you bring:
• Experience in financial planning or advisory support
• Series 7, 63, 65/66 insurance licensing
• Progress toward CFP®
• Strong communication and organizational skills
Ready to advance your financial planning career?
Apply today!
Salary : $60,000 - $80,000