Paraplanner

Signature Wealth Advisors, LLC; Orlando (FL); On-site; USD 90,000 - 110,000; Full time

Job summary

Signature Wealth Advisors, LLC is seeking a Paraplanner or Financial Planner who thinks deeply, communicates confidently, and enjoys working with clients. You will own complex financial planning scenarios from research through recommendation and participate in client meetings when it matters most.

As AI automates routine work, this role emphasizes human judgment, trusted relationships, and translating complex financial realities into clear guidance for real people.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 3+ years of experience in financial planning or wealth management.
• CFP® certification or active candidacy with a clear timeline.
• 3+ years of experience in eMoney or a comparable financial planning platform.
• Strong written and verbal communication skills, including client-facing experience.
• Ability to build, analyze, and present complex financial plans independently.

Responsibilities

• Build and maintain comprehensive financial plans using eMoney, incorporating retirement, tax, estate, insurance, and cash flow scenarios.
• Prepare and present planning analyses, recommendations, and summaries for client meetings.
• Participate directly in client meetings — presenting findings, fielding questions, and building relationships.
• Develop tailored financial planning solutions for complex client situations including business owners, executives, and multigenerational families.
• Support investment analysis and portfolio review processes in coordination with lead advisors.
• Translate planning data and strategy into clear, client-ready deliverables.
• Collaborate with the advisory team to ensure planning and investment strategies are integrated and aligned.
• Stay current on tax law, planning strategies, and industry developments that affect client outcomes.

Skills

Financial planning

CFP certification

Client-facing communication

eMoney experience

Wealth management

Education

Bachelor’s degree in finance, economics, or related field

CFP certification or active candidacy

Tools

eMoney

Wealthbox

Envestnet

Wealthscape/NFS

Job description

Signature Wealth Advisors is a values-driven financial planning and investment management firm with over $600 million in assets under management. We work alongside families and business owners to bring long-term clarity, confidence, and financial stability to everything they build.

We are growing deliberately — and we’re hiring for the future of this profession, not just its past.

About This Role

We are looking for a Paraplanner or Financial Planner who thinks deeply, communicates confidently, and genuinely enjoys working with clients. You will own complex financial planning scenarios from research through recommendation — and you will be in the room (or on the call) when it matters most.

As AI continues to automate routine processing and data entry, this role is being built for what remains irreplaceable: human judgment, trusted relationships, and the ability to translate complex financial realities into clear, meaningful guidance for real people.

What You’ll Own

• Build and maintain comprehensive financial plans using eMoney, incorporating retirement, tax, estate, insurance, and cash flow scenarios
• Prepare and present planning analyses, recommendations, and summaries for client meetings
• Participate directly in client meetings — presenting findings, fielding questions, and building relationships
• Develop tailored financial planning solutions for complex client situations including business owners, executives, and multigenerational families
• Support investment analysis and portfolio review processes in coordination with lead advisors
• Translate planning data and strategy into clear, client-ready deliverables
• Collaborate with the advisory team to ensure planning and investment strategies are integrated and aligned
• Stay current on tax law, planning strategies, and industry developments that affect client outcomes

Who You Are

You are a financial planner at heart — not just in title. You find the complexity of a client’s financial life interesting, not overwhelming. You ask good questions. You listen carefully. And when you have a recommendation, you can defend it clearly.

You are either pursuing your CFP® designation with genuine momentum, or you already hold it. Either way, you view it as a baseline, not a finish line.

Qualifications

Required:

• Bachelor’s degree in finance, economics, or a related field
• 3+ years of experience in financial planning or wealth management
• CFP® certification or active candidacy with a clear timeline
• 3+ years of experience in eMoney or a comparable financial planning platform
• Strong written and verbal communication skills, including client-facing experience
• Ability to build, analyze, and present complex financial plans independently

Nice to have:

• Experience working directly with high-net-worth or business-owner clients
• Familiarity with Wealthbox, Envestnet, or Wealthscape/NFS
• Background in tax planning, estate planning, or insurance analysis
• Comfort with AI-assisted planning tools and a curiosity about how technology shapes the profession
• Base salary: $90,000 – $110,000, commensurate with experience and CFP® status
• Health, dental, and vision insurance with HSA options
• 401(k) with employer match
• Paid time off
• Support for CFP® exam fees and continuing education
• A direct growth path toward a senior planning or client-facing advisory role
• A collaborative, intellectually engaged team that takes the work seriously

If you are a financial planner who wants to do real planning work, speak directly with clients, and grow into a meaningful advisory career — we want to hear from you.