Paraplanner & Account Specialist
đź“Ť Location: Orlando, FL
đź•’ Type: Full-time | Salaried | Benefits Eligible
About the Role
Join our dynamic team in a hybrid position that blends financial planning support with account management. If you’re detail-oriented, client-focused, and thrive in a collaborative environment, this role is for you!
What You’ll Do
âś… Prepare and update financial plans and client proposals
âś… Maintain CRM records and manage account openings
âś… Handle invoicing, billing reports, and document processing
âś… Support Advisors during client meetings and follow up on action items
âś… Deliver exceptional client service and respond promptly to inquiries
What We’re Looking For
✔ Bachelor’s degree or relevant experience
âś” Proficiency in Microsoft 365 and financial planning tools (Money Guide Pro, Investor360)
âś” Strong organizational and communication skills
âś” Ability to multi-task and work independently
Why Join Us?
Collaborative team culture, growth opportunities, and the chance to make a meaningful impact on clients’ financial futures.
đź“© Apply Now and take the next step in your career!
