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Wealth Planner & Enrolled Agent — Tax-Savvy Guidance

Oxford Advisory Group

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. #J-18808-Ljbffr Oxford Advisory Group

Vacancy posted 5 days ago
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