Paraplanner/Junior Planner

Job Description

Job Description

At Zinnia Wealth Management, we believe that financial planning is about more than just numbers; it is about helping our neighbors here in Ocala reach the milestones that matter most to their families. We are growing, and we are looking for a dedicated Paraplanner or Junior Planner to join our office team. This is a unique opportunity to learn from seasoned professionals who are passionate about teaching and mentoring. You will spend your days diving into the details of financial roadmaps, helping turn raw data into clear, actionable advice for our clients. We value curiosity and a genuine desire to improve people's lives through smart, ethical financial decision-making. If you are someone who finds satisfaction in solving puzzles, enjoys being part of a collaborative office culture, and wants to build a long-term career in a supportive environment, you will fit right in here. We welcome you to bring your enthusiasm and your analytical mindset to a firm that truly cares about your professional development and your contribution to our local community.

Responsibilities

Prepare comprehensive financial plans and retirement projections for our senior advisors.

Analyze client portfolios to ensure alignment with their long-term financial objectives.

Draft meeting summaries and follow-up correspondence to keep our clients well-informed.

Research complex financial topics and investment vehicles to support our advisory team.

Assist in the preparation of presentation materials for client review meetings.

Maintain accurate client data and records within our internal management systems.

Complete Fidelity and Annuity Applications.

Oversee production to meet or exceed Key Performance Metrics.

Attention to detail and strong drive to succeed.

Requirements

Bachelor's degree in Finance, Economics, or a related field preferred. Experience can substitute for a degree.

Strong proficiency in financial planning software and Microsoft Excel.

Understanding of core investment principles and tax strategies.

Effective written and verbal communication skills for client interactions.

Keen attention to detail and ability to manage multiple projects simultaneously.

Licensed 2-15 required.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule