CFP - Certified Financial Planner

3 days ago

Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time $60,000 - $80,000 per year

Title: Financial Service Advisor - Licensed Series 65.

Functions: Client Servicing & Advisor Support.

Type: Full Time.

Salary: Salary + Variable Compensation Package.

Experience: FINRA Series 65 Required, CFP designation required.

Reports To: Principal of Practice.

Location: Spring Hill, Florida.

About Campbell & Company:

Welcome to Campbell & Company Wealth Advisors and CPAs, where we are committed to excellence and integrity in financial services. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys. Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP certification and CPA license, ensuring we always act in our client's best interests. We aim to empower our employees, clients, and partners to become heroes of their own financial stories.

Our Core Values:

  • Get It Done: We are proactive and determined to achieve goals, always striving for the best outcomes for our clients.
  • Positive Energy: Enthusiasm and optimism drive our work, creating a supportive and encouraging environment for all.
  • Coachable: We embrace continuous improvement and learning, ensuring our team grows with the evolving financial landscape.
  • Does the Right Thing: Integrity and accountability are at the heart of our actions, building trust with our clients and within our team.

Position Highlights:

  • Campbell & Company, Wealth Advisors and CPAs is seeking a Service Advisor who will be reporting directly to the principal of the firm.
  • This individual will be responsible for executing the operational processes for client servicing within the Financial Advisor's book of business.
  • You will own the behind-the-scenes processes of onboarding new clients as well as deepening relationships through servicing existing clients.
  • In addition, you will play a critical role in supporting the Financial Advisor in a variety of tasks.
  • This is a fantastic opportunity for a detail-oriented, self-motivated individual to excel in a fast-paced, challenging environment with opportunities for advancement.

Principle Duties & Responsibilities:

  • Preparing support materials and reports for the chief advisor.
  • Research & build relationships with new clients and participate in internal and external client meetings & debriefs.
  • Meet with advisors regularly to review appointments and cases.
  • Meet with clients as needed.
  • Ensure that data is accurately entered & managed within the company's CRM.
  • Ability to measure the business & submit weekly progress reports.
  • Maintain compliance documentation.

Knowledge, Skills & Abilities Required:

  • FINRA Series 65 is required. CFP (Certified Financial Planner) designation is required.
  • Embody the company culture & mission.
  • Ability to provide excellent customer service to both internal and external customers.
  • Effective time management skills. Able to work efficiently in a fast-paced environment
  • Highly refined analytical and human relations skills.
  • Must be self-motivated with a good work ethic and have demonstrated the discipline to work independently.
  • Ability to excel in a competitive, team-oriented environment.
  • Advanced verbal and written communication and interpersonal skills.
  • Proficient in Microsoft Office Suite.
  • Problem-solving skills, resourceful, and effective in making decisions.

MUST BE LICENSED IN THE FOLLOWING AREAS:

  • Series 65 or equivalent.
  • Life License.

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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