Financial Planning Specialist

24 hours ago

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

We are seeking a skilled Financial Planning Specialist to join our dynamic team at Campbell & Company, Wealth Advisors, and Certified Public Accountants. As a Financial Planning Specialist, you will work closely with our financial advisors to provide comprehensive support in the development and implementation of financial plans for our clients.

Key Responsibilities:
  • Conduct thorough research on various financial products, investment options, and market trends.
  • Analyze client financial information to develop comprehensive financial plans tailored to their needs and goals.
  • Prepare detailed financial reports, including investment portfolio analyses, retirement projections, and risk assessments.
  • Assist financial advisors in client meetings by providing valuable insights and answering technical questions.
  • Collaborate with other team members to ensure the smooth execution of client strategies and initiatives.
  • Stay updated on industry regulations and best practices to ensure compliance and uphold professional standards.
  • Foster strong relationships with clients and provide exceptional service by addressing inquiries and resolving issues promptly.
Requirements:
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Previous experience in a similar role within the financial services industry.
  • Strong understanding of financial planning principles, investment strategies, and risk management.
  • Proficiency in financial planning software and tools (e.g., Redtail, Riskalyze, and others).
  • Excellent analytical skills with the ability to interpret complex financial data.
  • Exceptional attention to detail and accuracy in preparing financial reports and documents.
  • Effective communication and interpersonal skills, with the ability to communicate complex concepts clearly and concisely.
  • Commitment to upholding ethical standards and maintaining client confidentiality.
  • Relevant certifications such as CFP (Certified Financial Planner) or working towards certification is a plus.
Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Professional development opportunities and support for continuing education.
  • Collaborative and supportive work environment with opportunities for growth and advancement.

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