407.299.4129
Work with Us
Do you have superior client service skills and a great work ethic to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for strong, detail-oriented candidates for several open positions. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!
Social Media Specialist
About the Social Media Specialist Position
The Social Media Specialist is well-versed in the financial industry and thinks strategically and works to effectively implement social media programs for a myriad of prospects/clients. This person must demonstrate extensive social media experience, including knowledge of all platforms and the use of social media for marketing and business purposes. She/ he participates in a wide variety of social media activities, such as content strategy development, community development and management, paid/promoted social media, and reporting on key analytics. This person is a storyteller, a tribe-builder, someone who knows how to connect with people in a real and genuine way. This person recommends social media channels appropriate for client marketing, and guides clients/prospects to take action.
Lead Advisor
About the Lead Advisor Position
The Lead Advisor acts as an experienced advisor in the firm and manages existing client relationships. They may develop new client relationships and/or train and supervise other staff members. They are responsible for overseeing our core clients who have a significant impact of revenue for the firm.
A Lead Advisor will conduct client/client advisor(s) and front office personnel meetings and be able to lead the client/client advisor(s) through the decision-making process. This includes discussing the comprehensive plan, advance planning vehicles that are appropriate for complex client situations and the income gift and estate tax implication of each planning vehicle being considered. Complete coordination of the planning process with the client/client advisor(s).
Paraplanner
About the Paraplanner Position
The Paraplanner supports the wealth management team through the financial plan and development process. This individual is responsible for the support and preparation of the financial plan development ensuring accuracy and working with the Advisory Team to ensure all commitments are completed and followed through in a timely manner.
This position requires a pro-active approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.
Financial Planning / Wealth Management Paid Internship
About the Internship Position
The LifeWealth Group, a fast-growing, holistic financial planning firm, in the heart of beautiful downtown, Winter Garden, is looking for a Summer 2023 Intern with the potential for future full-time employment with our outstanding and experienced team.
Intern applicants must have an interest in financial planning and wealth management and a balance resume which includes solid academic performance and campus involvement.
Questions? Contact us today!
407.299.4129 | youradvisor@lifewealthgroup.com
