Financial Advisor

4 weeks ago


Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time
About the Job:

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.

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.


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.



  • Cherry Hill, United States BCG Securities Full time

    Who We Are:BCG Securities, an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Job Title:Financial Services Professional">About the Role:We are seeking a skilled and client-focused Financial Services Professional to join our team at Campbell & Company, Wealth Advisors, and Certified Public Accountants. As a key member of our team, you will play a critical role in supporting our clients and financial advisors, ensuring that their needs...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    At Campbell & Company, Wealth Advisors, and Certified Public Accountants, we are committed to delivering exceptional financial services to our clients. As a leading wealth management and CPA firm, we pride ourselves on our forward-thinking approach and rich history of excellence.We are seeking a skilled Financial Planning Analyst to join our dynamic team. In...

  • Financial Advisor

    3 weeks ago


    Pleasant Hill, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    About Campbell & Company, Wealth Advisors and Certified Public Accountants:We are a dynamic team of wealth management and CPA professionals dedicated to helping clients achieve their financial goals through personalized service and expert advice.**Job Title:** Financial Service Coordinator**Location:** Spring Hill, Florida**Job Type:** Full-time**Salary:**...


  • Spring, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Established in 2018, Rockefeller Capital Management is a leading independent financial advisory services firm with over 140 years of experience. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families,...


  • Spring Valley, New York, United States Northwestern Mutual Full time

    We are seeking a talented Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and securing their financial futures.The estimated salary for this position is $80,000 - $150,000 per year, depending on experience and performance. This figure is based on...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    OverviewCampbell & Company, Wealth Advisors, and Certified Public Accountants is a dynamic Wealth Management & CPA Firm celebrating 3 decades in business.Estimated Salary: $65,000 - $80,000 per yearThis compensation range takes into account the qualifications and experience required for the position, as well as industry standards for Financial Client Service...


  • Camp Hill, Pennsylvania, United States Thrivent Full time

    About the RoleWe're seeking a skilled Financial Services Professional to join our team as a Thrivent Advisor. This is an exceptional opportunity for individuals who are passionate about helping clients achieve their financial goals and live more generous lives.


  • Pleasant Hill, United States Disability Solutions Full time

    Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run...


  • Silver Spring, United States Adventist HealthCare Full time

    White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. White Oak Medical Center seeks to hire an experienced Patient Financial Advisor II who will embrace our mission to extend God’s care through the ministry of physical, mental and spiritual healing. As a Patient...


  • Silver Spring, United States Adventist HealthCare Full time

    AHC Rehabilitation - White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial Advisor Il who will embrace our mission to extend God's care through the ministry of physical, mental, and spiritual healing. As a...


  • Silver Spring, United States Adventist HealthCare Full time

    White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. White Oak Medical Center seeks to hire an experienced Patient Financial Advisor II who will embrace our mission to extend God's care through the ministry of physical, mental and spiritual healing. As a Patient Financial...

  • Paraplanner

    4 weeks ago


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

    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...


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

    Job Description:We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting...


  • Pleasant Hill, CA, United States Bank of America Full time

    Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center page is loaded Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center Apply locations Pleasant Hill time type Full time posted on Posted 5 Days Ago ...


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

    As a Senior Tax Accountant at Campbell & Company Wealth Advisors and CPAs, you will play a crucial role in managing and overseeing our clients' tax planning and compliance. You will handle complex tax issues, ensure compliance with tax laws and regulations, and provide expert advice to optimize our clients' tax positions.We are a financial planning and...


  • Spring Branch, United States Edward Jones Full time

    About the OpportunityWe are seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our branch office, you will play a critical role in supporting our financial advisors and providing exceptional customer service to clients.Your primary responsibility will be to coordinate marketing activities, including planning and...


  • Spring Lake, United States Aaron's Full time

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...


  • Spring Lake, United States Aaron's Full time

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...