Financial Planner

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!