Current jobs related to Licensed Financial Services Consultant - Spring Hill, Florida - Campbell & Company, Wealth Advisors, and Certified Public Accountants

  • Financial Services Professional

    3 weeks ago

    Spring Hill, Florida, United States First Horizon Advisors, Inc. Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Provide expert financial planning and investment advice to clientsConduct thorough financial assessments...

  • Financial Service Advisor

    4 weeks ago

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

    About 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 Services Advisor

    1 week ago

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

    Job Title: Financial Services AdvisorAt Campbell & Company, Wealth Advisors, and Certified Public Accountants, we are seeking a highly skilled Financial Services Advisor to join our team. As a key member of our advisory team, you will be responsible for executing operational processes for client servicing within the Financial Advisor's book of business.Key...

  • Financial Services Representative

    2 weeks ago

    Spring Hill, Florida, United States Wells Fargo Full time

    Deliver Exceptional Customer ExperienceAt Wells Fargo, we're committed to building long-term relationships with our customers. As a Personal Banker, you'll play a key role in delivering exceptional customer experiences by:Building strong relationships through proactive outreach and communicationIdentifying and proposing tailored financial solutions to help...

  • Financial Services Advisor

    1 month ago

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

    About 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...

  • Licensed Practical Nurse

    3 weeks ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Job Title: Licensed Practical Nurse - LPNWe are seeking a skilled Licensed Practical Nurse to join our team at Adoration Home Health and Hospice. As a LPN, you will provide high-quality patient care in the comfort of their own homes.About the Role:Perform selected nursing procedures within the scope of LPN practiceProvide patient and family education...

  • Financial Planning Associate

    3 weeks ago

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

    About 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...

  • Customer Service Liaison

    1 week ago

    Spring Hill, Florida, United States Richard Rizzolo - State Farm Agent Full time

    Job OverviewAs a key member of our team, you will play a vital role in helping our clients achieve their goals. We are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing exceptional customer service and...

  • Financial Planning Specialist

    1 week ago

    Spring Hill, Florida, United States talent staffings Full time

    Job SummaryAs a Financial Planning Specialist at Talent Staffings, you will play a crucial role in supporting our financial advisors in providing exceptional service to our clients. Your primary responsibility will be to conduct thorough research on various financial products, investment options, and market trends to develop comprehensive financial plans...

  • Financial Planning Specialist

    1 month ago

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

    About 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 Planning Specialist

    2 weeks ago

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

    Financial Planning SpecialistWe 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...

  • Financial Planning Specialist

    2 weeks ago

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

    Position 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...

  • Spa Sales Consultant

    2 months ago

    Spring Hill, Florida, United States Hand & Stone - Spring HillTrinity Full time

    Spa Sales ConsultantHand and Stone is seeking a committed Spa Sales Consultant to enhance our customer experience. As an essential part of our wellness center, you will ensure that every visitor enjoys a remarkable service.Deliver exceptional customer service to all clients and guestsWarmly welcome and assist customers upon their arrivalManage phone...

  • Spa Sales Consultant

    2 months ago

    Spring Hill, Florida, United States Hand & Stone - Spring HillTrinity Full time

    Spa Sales ConsultantHand and Stone is seeking a committed Spa Sales Consultant to enhance our customer experience. As an essential part of our wellness center, you will ensure that every client enjoys a remarkable visit.Deliver exceptional customer service to all clients and visitorsGreet and welcome clients upon their arrivalManage phone inquiries, schedule...

  • Licensed Practical Nurse

    4 weeks ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Job Title: Licensed Practical NurseWe are seeking a skilled Licensed Practical Nurse to join our team at Adoration Home Health and Hospice. As a LPN, you will provide high-quality patient care in the comfort of their own homes.About the Role:Perform selected nursing procedures within the scope of LPN practiceProvide patient and family education according to...

  • Licensed Practical Nurse

    2 weeks ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Job Title: Licensed Practical NurseAdoration Home Health and Hospice is seeking a dedicated and compassionate Licensed Practical Nurse to join our team. As a LPN, you will play a vital role in providing high-quality patient care and support to individuals in the comfort of their own homes.Job Summary:As a Licensed Practical Nurse, you will be responsible for...

  • Licensed Practical Nurse

    2 weeks ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Job Title: Licensed Practical Nurse - LPNWe are seeking a dedicated and compassionate Licensed Practical Nurse to join our team at Adoration Home Health and Hospice. As a Licensed Practical Nurse, you will play a vital role in providing high-quality patient care and support to individuals in their homes.Responsibilities:Perform selected nursing procedures...

  • Licensed Practical Nurse

    2 weeks ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Adoration Home Health and Hospice is seeking a Licensed Practical Nurse to provide high-quality care to patients in the comfort of their own homes. As a LPN, you will be responsible for performing selected nursing procedures, providing patient and family education, and monitoring patient's vital signs. Our comprehensive benefits package includes medical,...

  • LPN - Licensed Practical Nurse

    1 week ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Job SummaryWe are seeking a skilled LPN to join our team at Adoration Home Health and Hospice. As a Licensed Practical Nurse, you will provide high-quality care to our patients in the comfort of their own homes.ResponsibilitiesProvide 1:1 care to clients, following their individualized plan of care and maintaining their dignity and independence.Monitor...

  • Licensed Practical Nurse

    4 days ago

    Spring Hill, Florida, United States BrightSpring Health Services Full time

    Our CompanyAdoration Home Health and HospiceOverviewJob Summary:We are seeking a Licensed Practical Nurse to provide high-quality patient care in the comfort of their own homes.Responsibilities:Perform selected nursing procedures within the scope of LPN practiceProvide patient and family education according to plan as outlined by the RNMonitor patient's...

Licensed Financial Services Consultant

2 months ago

Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time
Position Title: Financial Services Consultant - Licensed Series 65.

Key Responsibilities:
  • Client Engagement & Advisory Support.
  • Full-Time Position.
  • Compensation: Base Salary plus Performance Incentives.

Qualifications:
  • FINRA Series 65 Certification is mandatory, along with CFP designation.
  • Reports directly to the Principal of the Firm.

About Campbell & Company:
At Campbell & Company Wealth Advisors and CPAs, we prioritize excellence and integrity in the financial services sector. As a comprehensive financial advisory and CPA firm, we combine a storied legacy with innovative strategies to assist our clients in navigating their financial paths. Our leadership team includes seasoned professionals, such as Jackie Campbell, a certified Investment Adviser Representative holding both CFP and CPA credentials, ensuring our commitment to our clients' best interests.

Core Values:
  • Proactive Execution: We are dedicated to achieving objectives, consistently aiming for optimal results for our clients.
  • Positive Atmosphere: Our enthusiasm fosters a supportive and uplifting work environment.
  • Commitment to Growth: We value continuous learning and improvement, adapting to the evolving financial landscape.
  • Integrity First: Our actions are grounded in accountability and trust, both with our clients and within our team.

Position Highlights:
  • Seeking a Service Consultant to work closely with the principal of the firm.
  • Responsible for executing operational processes for client engagement within the Financial Advisor's portfolio.
  • Manage the onboarding of new clients and enhance relationships with existing clients.
  • Support the Financial Advisor with various tasks, contributing to a dynamic and fast-paced work environment.

Primary Duties:
  • Prepare materials and reports for the chief advisor.
  • Research and cultivate relationships with prospective clients; participate in client meetings and follow-ups.
  • Regularly meet with advisors to discuss appointments and cases.
  • Engage with clients as necessary.
  • Ensure accurate data management within the company's CRM system.
  • Track business metrics and submit progress reports weekly.
  • Maintain compliance documentation.

Required Skills and Qualifications:
  • Mandatory FINRA Series 65 and CFP (Certified Financial Planner) designation.
  • Alignment with company culture and mission.
  • Exceptional customer service skills for both internal and external clients.
  • Strong time management abilities, thriving in a fast-paced environment.
  • Advanced analytical and interpersonal skills.
  • Self-motivated with a strong work ethic and the ability to work independently.
  • Capable of excelling in a competitive, team-oriented setting.
  • Excellent verbal and written communication skills.
  • Proficient in Microsoft Office Suite.
  • Strong problem-solving skills and resourcefulness.

Licensing Requirements:
  • Series 65 or equivalent.
  • Life Insurance License.

About Us:
We are a Wealth Management and CPA Firm with over 30 years of experience, dedicated to helping our clients achieve their financial goals through meticulous planning and exceptional service.