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Paraplanner / Junior Planner — Mentored Growth in Wealth
Job in
Ocala, Marion County, Florida, 34470, USA
Listed on 2026-08-01
Listing for:
The Juris Agency
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Zinnia Wealth Management in Ocala, FL seeks a Paraplanner or Junior Planner to join our office team. Learn from seasoned professionals while transforming client data into clear, actionable financial guidance.
Responsibilities include drafting plans, analyzing portfolios, and preparing engagement materials. A strong analytical mindset, teamwork, and a passion for client service are essential, with a path for professional development in a supportive community.
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