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Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time
Title: 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.

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.
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. 

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.