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Retirement Planning Specialist

1 month ago

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

We are seeking a highly skilled Retirement Planner to join our team at Campbell & Company, Wealth Advisors, and Certified Public Accountants. As a Retirement Planner, you will play a critical role in helping our clients achieve their retirement goals through personalized financial planning and expert advice.

Key Responsibilities:
  • Assess clients' financial situations and retirement goals to develop tailored retirement plans.
  • Analyze various investment options and recommend strategies to optimize clients' retirement portfolios.
  • Monitor the performance of retirement portfolios and make adjustments as needed to ensure clients' goals are on track.
  • Provide ongoing support and advice to clients regarding their retirement plans, including education on retirement planning concepts and strategies.
  • Collaborate with other financial professionals to provide comprehensive advice and ensure compliance with relevant laws and regulations.
Requirements:
  • Bachelor's degree in finance, accounting, or a related field.
  • Minimum of 3 years of experience in retirement planning or financial advising.
  • Strong understanding of retirement planning concepts and strategies.
  • Excellent communication and interpersonal skills.
  • High level of integrity and professionalism.
  • Proficiency in financial planning software and tools.
About Campbell & Company:

We are a Wealth Management & CPA Firm with over 30 years of experience in helping our clients achieve their financial goals. Our team is dedicated to providing exceptional client service and support, and we are committed to ongoing professional development and education.