Planning Assistant - Tax & Retirement Income Specialist

Revision Wealth Management • Jacksonville, FL

5d

About The Position

We're seeking a Financial Planning Assistant to help build, execute, and refine the comprehensive financial plans that drive our clients' outcomes. This is hands-on work—data analysis, strategy development, client coordination, and the technical precision that separates a sound plan from a transformative one.

Requirements

• 1-3 years of paraplanning, or related experience (or equivalent depth)
• Working knowledge of tax-aware planning concepts
• Familiarity with financial planning software (eMoney or similar)
• Strong analytical and organizational skills
• Clear communicator who can distill complexity into actionable summaries
• Genuine interest in developing real expertise in retirement income and tax strategy

Nice To Haves

• Series 65 license
• Background in tax planning

Responsibilities

• Assist in developing comprehensive retirement income and tax-strategy plans aligned with client goals
• Gather, organize, and analyze complex client financial data—income sources, assets, taxes, circumstances
• Model income sequencing, Roth conversions, and tax-efficient distribution strategies
• Support plan documentation and prepare clear internal and client-ready summaries
• Work within eMoney and other planning platforms to build accurate, detailed financial models
• Learn and apply firm planning standards, templates, and best practices
• Collaborate with advisors and senior planners to strengthen plan quality and consistency

Benefits

• Technical development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed