Paraplanner

Oxford Advisory Group is a private, family‑owned retirement planning and wealth management firm that specializes in guiding pre‑retirees and retirees through their retirement years. As an independent Registered Investment Advisory, the firm is rooted in a tradition of enriching clients' lives through personalized service. Team members live in and serve the communities they work in, fostering strong, family‑like relationships with clients. Oxford Advisory Group emphasizes the importance of family and welcomes every client into the fold as part of their close‑knit community. Role Description Oxford Advisory Group is seeking a full-time, on‑site Paraplanner to join our Tampa, FL office. This role is ideal for a detail‑oriented financial professional who enjoys supporting advisors, analyzing financial data, and helping develop customized financial strategies for clients. The Paraplanner works closely with Financial Advisors throughout the planning process by preparing financial plans, gathering and analyzing client information, conducting investment and retirement research, and creating reports for client meetings. This individual plays a critical role in ensuring advisors have the information and resources needed to deliver exceptional service and comprehensive financial planning solutions. The ideal candidate is analytical, organized, and passionate about helping clients achieve their financial goals while working collaboratively in a fast‑paced, team‑oriented environment. Qualifications Previous experience in financial planning, wealth management, or a paraplanning role preferred Strong understanding of financial planning concepts, retirement planning, investments, and insurance products Experience using financial planning software is preferred Excellent analytical and problem‑solving skills with the ability to interpret financial data Highly organized with exceptional attention to detail and the ability to manage multiple priorities Strong written and verbal communication skills Proficiency in Microsoft Office, particularly Excel, Word, and Outlook Ability to work collaboratively with advisors while maintaining strict confidentiality and professionalism #J-18808-Ljbffr