Financial Planning Specialist

6 days ago

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

Campbell & Company, Wealth Advisors, and Certified Public Accountants is seeking a skilled Financial Client Service Associate to support our clients and financial advisors in achieving their goals.

About the Role

We are looking for a detail-oriented and client-focused individual with a passion for delivering exceptional service. The ideal candidate will have strong interpersonal skills, excellent communication skills, and a background in finance or related fields.

Key Responsibilities
  • Protect and guide our clients in retirement planning.
  • Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and providing support via phone, email, and in-person meetings.
  • Assist clients with account opening, maintenance, and account-related transactions, ensuring accuracy and compliance with regulatory requirements.
  • Coordinate with financial advisors to gather necessary information and documentation for client meetings and presentations.
  • Prepare and distribute client reports, presentations, and other materials as needed.
  • Proactively communicate with clients to provide updates on account activity, market trends, and other relevant information.
  • Conduct research and analysis to address client inquiries and support financial planning efforts.
  • Maintain accurate and up-to-date client records in our CRM system and other databases.
  • Collaborate with internal teams to streamline processes, improve efficiency, and enhance the client experience.
Qualifications and Requirements
  • Minimum 3 years of experience in financial services, client relations, or a similar role.
  • Strong interpersonal skills and a commitment to providing exceptional customer service.
  • Excellent communication skills, both verbal and written.
  • Detail-oriented with strong organizational and time management abilities.
  • Ability to multitask and prioritize tasks in a fast-paced environment.
  • Proficiency in Microsoft Office Suite and CRM software.
  • Knowledge of financial products, investment strategies, and industry regulations is preferred.
  • Series 65 and/or Florida Insurance License 2-15 a plus, or willingness to obtain within a specified timeframe.
Benefits
  • $55,000 - $65,000 per year, depending on experience, plus benefits package including health care reimbursement, 401(k) with safe harbor match, short-term and long-term disability, life insurance, paid time off, and paid holidays.

  • Financial Planning Specialist

    7 days ago

    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 respected firm celebrating three decades of excellence in financial services. Our dynamic team is dedicated to empowering clients to achieve their goals through meticulous planning and exceptional service.

  • Financial Planning Analyst

    3 weeks ago

    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 Services Representative

    3 weeks ago

    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...

  • Financial Operations Manager

    3 days ago

    Spring Hill, Florida, United States IMPERIAL RESTROOMS INC Full time

    Job OverviewWe are seeking a skilled Financial Operations Manager to join our team at Imperial Restrooms Inc. As a key member of our accounting department, you will be responsible for managing all aspects of financial operations, including data entry, invoicing, accounts payable, and accounts receivable.Salary and BenefitsThe estimated annual salary for this...

  • Senior Financial Clerk

    3 days ago

    Spring Hill, Florida, United States IMPERIAL RESTROOMS INC Full time

    About UsImperial Restrooms Inc is a leading provider of portable toilet services in the industry. We are committed to providing excellent customer service and maintaining high standards of quality and safety.Job SummaryWe are seeking an experienced Full Charge Bookkeeper/Accountant to join our finance team. The successful candidate will have a minimum of 5...

  • Financial Service Coordinator

    3 weeks ago

    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:**...

  • Senior Bookkeeping and Financial Services Manager

    3 days ago

    Spring Hill, Florida, United States IMPERIAL RESTROOMS INC Full time

    Job SummaryImperial Restrooms Inc is hiring a seasoned Full Charge Bookkeeper/Accountant to lead our financial operations team. The successful candidate will have a proven track record of managing financial data, creating and sending invoices, and processing payroll.Key AccountabilitiesManage financial data, including accounts payable, accounts receivable,...

  • Client Support Specialist

    6 days ago

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

    We are seeking a skilled Client Support Specialist to join our team at Campbell & Company, Wealth Advisors, and Certified Public Accountants. Located in Spring Hill, Florida, this full-time position offers a competitive salary of $60,000 - $80,000 per year.Job OverviewThe successful candidate will be responsible for providing exceptional client service and...

  • Senior Accounting Specialist

    4 weeks ago

    Spring Hill, Florida, United States Core Competencies LLC Full time

    Job SummaryA leading asphalt supplier and road contractor is seeking an experienced Senior Accounting Specialist to join their team. This role will be responsible for managing project cost controls, accounting setup, and financial reporting.Key ResponsibilitiesManage project cost accounting and setup, ensuring accurate and timely financial reportingDevelop...

  • Physiotherapy Specialist for Outpatient Orthopedic Practice

    3 weeks ago

    Spring Hill, Florida, United States Critical Connection, inc Full time

    Job SummaryCritical Connection, inc is seeking a highly skilled Physiotherapy Specialist to join our team at an Outpatient Orthopedic Practice in Weeki Wachee, Florida.We are looking for an experienced Physical Therapist to provide top-notch care to our patients with active and general orthopedic needs. As a Physiotherapy Specialist, you will have the...

  • Compassionate Support Specialist

    1 day ago

    Spring Hill, Florida, United States VSL Employee Co LLC Full time

    Compassionate Support SpecialistWe are looking for a Compassionate Support Specialist to join our team at Vitality Living. As a Compassionate Support Specialist, you will provide personalized support and care to our residents with memory care needs.About the Role:The primary responsibility of this role is to assist residents with daily life activities as...

  • Pharmacy Operations Specialist

    2 weeks ago

    Spring Hill, Florida, United States CVS Health Full time

    Job Description:As a Pharmacy Operations Specialist at CVS Health, you will be responsible for managing all aspects of pharmacy operations, including inventory management, financial profitability, and loss prevention. This is an excellent opportunity to grow your career in a dynamic and fast-paced environment.Responsibilities:Manage pharmacy operations,...

  • Pediatric Nurse Practitioner

    5 days ago

    Spring Hill, Florida, United States Williamson Health Full time

    Job Summary:Pediatric nurses at Williamson Health provide comprehensive care to children admitted to the hospital for various medical conditions. The role ensures patients receive the highest quality of care during their hospital stay.About the Role:This 10-bed unit is staffed with highly trained and qualified pediatric inpatient nurses, physicians, and...

  • Nursing Care Specialist

    10 hours ago

    Spring Hill, Florida, United States Tampa General Hospital Full time

    Job SummaryWe are seeking a highly skilled Nursing Care Specialist to join our team at Tampa General Hospital. As a Nursing Care Specialist, you will be responsible for evaluating assigned patients and planning, implementing, and documenting nursing care.About the RoleThis is a full-time position that requires a high degree of creativity and latitude. The...

  • Physical Therapist

    4 weeks ago

    Spring Hill, Florida, United States Terlep Chiropractic Full time

    Job Title: Physical Therapist - Outpatient SpecialistWe are seeking a skilled Physical Therapist to join our team at Terlep Chiropractic. As an outpatient specialist, you will work closely with our chiropractors and orthopedic specialists to create personalized treatment plans that help patients recover, improve mobility, and enhance their quality of...

  • Nurse Care Specialist

    7 days ago

    Spring Hill, Florida, United States The Tampa General Hospital Full time

    Job Title: Nurse Care SpecialistAbout the Role:The Tampa General Hospital is seeking a skilled Nurse Care Specialist to join our Intensive Care Unit (ICU) team. As a key member of our healthcare team, you will be responsible for delivering high-quality patient care through assessment, diagnosis, planning, implementation, and evaluation.Responsibilities:-...

  • Medical Care Specialist

    4 weeks ago

    Spring Hill, Florida, United States HOME CARE SOLUTIONS Full time

    At Home Care Solutions, we pride ourselves on delivering exceptional patient care and support in the comfort of their own homes. As a Medical Care Specialist, you will play a vital role in providing quality patient care and performing technical skilled services.About UsWe are part of LHC Group, an organization that values a culture of caring, belonging, and...

  • Personal Support Specialist

    7 days ago

    Spring Hill, Florida, United States FirstLight Home Care Full time

    Personal Support Specialist NeededWe are seeking a highly motivated and empathetic individual to join our team as a Personal Support Specialist.About the Position:Work directly with clients in their own homes, providing personalized care and support.Build strong relationships with clients, understanding their unique needs and preferences.Your Key...

  • Pediatric Care Specialist

    2 days ago

    Spring Hill, Florida, United States Williamson Health Full time

    About the RoleWe are seeking a skilled Pediatric Care Specialist to join our team at Monroe Carell Junior Children's Hospital Vanderbilt at Williamson Medical Center in Franklin, Tennessee.Job DescriptionThis is a unique opportunity to make a difference in the lives of children and families. As a Pediatric Care Specialist, you will provide comprehensive care...

  • Clinical Care Specialist

    2 weeks ago

    Spring Hill, Florida, United States The Tampa General Hospital Foundation Inc Full time

    Job Title: Clinical Care SpecialistLocation: Brooksville, Spring Hill, Crystal RiverEstimated Salary: $70,000-$90,000 per yearWe are seeking a highly skilled Registered Nurse to join our team at The Tampa General Hospital Foundation Inc. As a Clinical Care Specialist, you will be responsible for evaluating patients, planning and implementing nursing care,...