Wealth Planner & Enrolled Agent — Tax-Savvy Guidance
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-07-02
Listing for:
Oxford Advisory Group
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Oxford Advisory Group is seeking a full-time Paraplanner in Orlando, FL. This on-site role involves preparing financial plans, analyzing client data, and providing insights on investment options as part of a collaborative team.
The ideal candidate must have an active Enrolled Agent (EA) designation, strong financial planning and tax expertise, and exceptional organizational skills. This position offers opportunities to improve client financial outcomes through detailed strategies and collaboration with advisors.
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