Financial Advisor

1 week ago

Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time
Financial Advisor (CFP) – Series 65 & Florida 2-15 Licensed Full-Time | Spring Hill, Florida.
Compensation: Competitive Salary + Variable Compensation Package.
Reports To: Principal of Practice.
About Campbell & Company: For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Our firm blends tax, accounting, wealth management, and insurance under one roof to provide clients with a comprehensive, disciplined approach to planning for retirement and beyond. Led by Jackie Campbell—CPA/PFS, CFP—our mission is to empower every client to become the hero of their own financial story through clarity, confidence, and direction.
Required Licenses & Designations (Must Have All Three): Candidates who do not currently hold all three credentials will not be considered.
  • CFP (Certified Financial Planner).
  • Series 65 (or equivalent Investment Adviser Representative qualification).
  • Florida 2-15 Life, Health & Variable Annuities License.

This position requires an advisor fully licensed to provide both investment advisory and insurance-based planning services.
Why This Role Matters: As a CFP Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals. You will guide clients through their retirement planning, investment decisions, tax strategies, wealth preservation, and long-term financial goals. You are not just managing accounts—you are helping people retire with confidence, stability, and peace of mind.
Core Values: Every member of our team lives by these four guiding principles:
  • Get It Done: We follow through, anticipate needs, and see commitments through to completion.
  • Positive Energy: We bring optimism and professionalism to every interaction.
  • Coachable: We stay open, adaptable, and committed to continual improvement.
  • Does the Right Thing: Integrity guides every recommendation and action.

Position Overview: The CFP Financial Advisor will work closely with the Principal Financial Advisor to serve an existing book of business, manage client relationships, and deliver high-quality planning and advice. This role requires strong technical expertise, disciplined follow-through, and the ability to communicate complex financial concepts with clarity.

This is a relationship-driven role within a firm that values stability, tradition, and long-term client partnerships.
Primary Responsibilities: Client Advisory & Planning:
  • Lead and participate in client review meetings.
  • Develop comprehensive financial plans—including retirement income, investment strategies, tax-focused planning, insurance, and estate considerations.
  • Present recommendations in an organized, client-friendly manner.
  • Identify planning opportunities and proactively address client needs.

Relationship Management:
  • Build and maintain lasting client relationships.
  • Provide timely responses, follow-up calls, and proactive outreach.
  • Serve as a trusted guide for retirees, first responders, business owners, and multi-generational families.

Investment Oversight:
  • Assist with portfolio analysis, risk assessments, and ongoing monitoring.
  • Apply fiduciary standards in all recommendations.
  • Support portfolio construction consistent with firm philosophy.
Internal Collaboration
  • Partner with tax, accounting, insurance, and technology advisory teams.
  • Coordinate case preparation and follow-up with the Principal Advisor.
  • Participate in internal meetings, case debriefs, and planning sessions.

Compliance & Documentation:
  • Maintain accurate CRM records (Redtail).
  • Ensure all documentation is complete, compliant, and audit-ready.
  • Uphold the highest level of fiduciary and ethical standards.

Qualifications: Required:
  • CFP designation.
  • FINRA Series 65 license.
  • Florida 2-15 Life, Health & Variable Annuities license.
  • 3–5 years of financial planning experience.
  • Strong communication, analytical, and interpersonal skills.
  • High degree of professionalism and discretion.
  • Proficiency with Microsoft Office; experience with Schwab, Redtail, or Orion a plus.

Preferred:
  • Experience working with CPAs or in a tax-integrated environment.
  • Knowledge of retirement distribution strategies.
  • Experience serving business owners or first responder families.

A Day in the Life:
  • Prepare for client meetings and review sessions.
  • Conduct case analysis and refine planning recommendations.
  • Meet with clients, answer questions, and guide decision-making.
  • Update CRM notes and action items.
  • Collaborate with tax and accounting divisions.
  • Participate in weekly advisor and planning meetings.

Benefits: We offer a stable, traditional, family-oriented work environment and a full benefits package, including:
  • 401(k) plan.
  • Short-Term Disability.
  • Long-Term Disability.
  • 2x Life Insurance Coverage.
  • Paid time off & paid holidays.
  • Professional development & CE support.
  • Opportunities for long-term growth and advancement.
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.

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