Certified Financial Planner CFP
24 hours ago
About Campbell & Company:Welcome to Campbell & Company Wealth Advisors and CPAs, where we are committed to excellence and integrity in financial services. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys. Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring we always act in our client's best interests. We aim to empower our employees, clients, and partners to become heroes of their own financial stories.
Our Core Values:
- Get It Done: We are proactive and determined to achieve goals, always striving for the best outcomes for our clients.
- Positive Energy: Enthusiasm and optimism drive our work, creating a supportive and encouraging environment for all.
- Coachable: We embrace continuous improvement and learning, ensuring our team grows with the evolving financial landscape.
- Does the Right Thing: Integrity and accountability are at the heart of our actions, building trust with our clients and within our team.
Position Highlights:
- Campbell & Company, Wealth Advisors and CPAs is seeking a Service Advisor who will be reporting directly to the principal of the firm.
- This individual will be responsible for executing the operational processes for client servicing within the Financial Advisor’s book of business.
- You will own the behind-the-scenes processes of onboarding new clients as well as deepen relationships through servicing existing clients.
- In addition, you will play a critical role in supporting the Financial Advisor in a variety of tasks.
- This is a fantastic opportunity for a detail-oriented, self-motivated individual to excel in a fast-paced, challenging environment with opportunities for advancement.
Principle Duties & Responsibilities:
- Preparing support materials and reports for the chief advisor.
- Research & build relationships with new clients, and participate in internal and external client meetings & debriefs.
- Meet with advisors regularly to review appointments and cases.
- Meet with clients, as needed.
- Ensure that data is accurately entered & managed within the company’s CRM.
- Ability to measure the business & submit weekly progress reports.
- Maintain compliance documentation.
Knowledge, Skills & Abilities Required:
- FINRA Series 65 is required. CFP (Certified Financial Planner) designation is required.
- Embody the company culture & mission.
- Ability to provide excellent customer service to both internal and external customers.
- Effective time management skills. Able to work efficiently in a fast-paced environment
- Highly refined analytical and human relations skills.
- Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently.
- Ability to excel in a competitive, team-oriented environment.
- Advanced verbal and written communication and interpersonal skills.
- Proficient in Microsoft Office Suite.
- Problem-solving skills, resourceful, and effective in making decisions.
MUST BE LICENSED IN THE FOLLOWING AREAS:
- Series 65 or equivalent.
- Life License.
We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.
About Campbell & Company, Wealth Advisors, and Certified Public Accountants:
We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.
-
Certified Financial Planner
2 months ago
Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeTitle: Financial Service Advisor - Licensed Series 65.Functions: Client Servicing & Advisor Support.Type: Full Time.Salary: Salary + Variable Compensation Package.Experience: FINRA Series 65 Required, CFP designation required.Reports To: Principal of Practice.Location: Spring Hill, Florida.About Campbell & Company:Welcome to Campbell & Company Wealth...
-
Financial Planning Specialist
22 hours ago
Cherry Hill, New Jersey, United States Financial Planner Recruiting, LLC Full timeFinancial Planning Opportunity Financial Planner Recruiting, LLC is seeking a skilled Paraplanner to join their team. This role offers a clear growth path to becoming a lead advisor, making it an excellent opportunity for those looking to advance their careers in financial planning. Responsibilities: * Develop and create comprehensive financial plans for...
-
Retirement Planner
24 hours ago
Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeWe are looking for a dedicated and knowledgeable Retirement Planner to join our team. The ideal candidate will have a strong background in finance and a passion for helping clients achieve their retirement goals. As a Retirement Planner, you will be responsible for assessing clients' financial situations, developing personalized retirement plans, and...
-
Associate Financial Planner
3 weeks ago
Spring, United States Talently Recruiting Full timeJob Title: Associate Wealth PlannerLocation: Spring, TXSalary: $70K-$85KSkills: Wealth Planner / Financial Planner About Company / Opportunity:As a member of the Client Service Team, the Associate Financial Planner collaborates with the Wealth Managers and provides support in analyzing and synthesizing data to build the client's Wealth Management Plan. The...
-
Associate Financial Planner
7 days ago
Spring, United States Talently Recruiting Full timeJob Title: Associate Wealth PlannerLocation: Spring, TXSalary: $70K-$85KSkills: Wealth Planner / Financial Planner About Company / Opportunity:As a member of the Client Service Team, the Associate Financial Planner collaborates with the Wealth Managers and provides support in analyzing and synthesizing data to build the client's Wealth Management Plan. The...
-
Associate Financial Planner
3 weeks ago
Spring, United States Talently Recruiting Full timeJob Title: Associate Wealth PlannerLocation: Spring, TXSalary: $70K-$85KSkills: Wealth Planner / Financial Planner About Company / Opportunity:As a member of the Client Service Team, the Associate Financial Planner collaborates with the Wealth Managers and provides support in analyzing and synthesizing data to build the client's Wealth Management Plan. The...
-
Financial Planning Specialist
4 weeks ago
Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeAbout Campbell & Company, Wealth Advisors, and Certified Public AccountantsWe are a dynamic Wealth Management & CPA Firm, celebrating 3 decades in business. Our team is dedicated to helping clients achieve their financial goals through prior planning and exceptional service.Position OverviewWe are seeking a skilled and dedicated Paraplanner to provide...
-
Financial Service Advisor
2 weeks ago
Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeAbout Campbell & CompanyWe are a dynamic team of financial professionals dedicated to helping our clients achieve their goals through prior planning and excellent service. With a rich history and a forward-thinking approach, we blend a unique blend of financial services and CPA expertise to guide our clients through their financial journeys.Job SummaryWe are...
-
Financial Planning Associate
7 days ago
Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeAbout Campbell & Company:Welcome to Campbell & Company Wealth Advisors and CPAs, where we prioritize excellence and integrity in our financial services. As a comprehensive financial services and CPA firm, we merge a rich legacy with a progressive approach to guide our clients through their financial journeys. Our team is spearheaded by seasoned...
-
Financial Services Advisor
4 weeks ago
Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeAbout Campbell & CompanyWe are a dynamic Wealth Management & CPA Firm, celebrating 3 decades in business. Our team is dedicated to helping clients achieve their goals through prior planning and excellent service.Job SummaryWe are seeking a highly motivated and detail-oriented Service Advisor to join our team. As a key member of our Financial Advisor's book...
-
Financial Planning Associate
3 weeks ago
Spring, Texas, United States Talently Recruiting Full timeJob Title: Associate Financial PlannerLocation: Spring, TXSalary: $70K-$85KSkills: Wealth Planner / Financial Planner About Company / Opportunity:The Associate Financial Planner plays a crucial role in the Client Service Team, collaborating with Wealth Managers to analyze and synthesize data for client Wealth Management Plans. This role involves data...
-
Paraplanner
6 days ago
Cherry Hill, United States Financial Planner Recruiting, LLC Full timeJob Description: My client is a rapidly growing boutique wealth management firm focusing on retirement services. They are seeking a Paraplanner to join their team. If you are looking for a role with a clear growth path to becoming a lead advisor, this is a great opportunity. Responsibilities: Develop and create financial plans. Perform tasks such as...
-
Paraplanner (F/T)
2 months ago
Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeAbout Campbell & Company:Welcome to Campbell & Company Wealth Advisors and CPAs, where we are committed to excellence and integrity in financial services. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys. Our team is led by experienced...
-
Paraplanner
24 hours ago
Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeWelcome to Campbell & Company Wealth Advisors and CPAs, where we are committed to excellence and integrity in financial services. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys. Our team is led by experienced professionals, including Jackie...
-
Paraplanner
5 days ago
Cherry Hill, United States Financial Planner Recruiting, LLC Full timeOur client is a rapidly growing boutique wealth management firm focusing on retirement services. They are seeking a Paraplanner to join their team. If you are looking for a role with a clear growth path to becoming a lead advisor, this is a great opportunity.Responsibilities:Develop and create financial plans.Perform tasks such as preparing financial...
-
Financial Planning Specialist
5 hours ago
Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timePosition OverviewWe are seeking a skilled and dedicated Paraplanner to support our financial advisors in developing and implementing comprehensive financial plans for our clients.Key Responsibilities:Conduct thorough research on various financial products, investment options, and market trends to provide valuable insights to our clients.Analyze client...
-
Personal Financial Counselor III
4 weeks ago
Spring, Texas, United States VetJobs Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor III to join our team at VetJobs. As a key member of our organization, you will provide expert financial counseling and management services to military service members and their families.Key ResponsibilitiesProvide one-on-one counseling and consultation services to military personnel and...
-
Personal Financial Counselor III
4 weeks ago
Spring, Texas, United States VetJobs Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor III to join our team at VetJobs. As a key member of our organization, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive personal financial counseling services to military personnel and their...
-
Personal Financial Counselor III
2 months ago
Spring, United States VetJobs Full timeJob Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...
-
Tax and Accounting Manager
1 month ago
Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time{"About Campbell & Company": "Campbell & Company Wealth Advisors and CPAs is a full-service financial services and CPA firm dedicated to excellence and integrity in financial services. Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP certification and CPA license, ensuring that we...