CFP - Certified Financial Planner

Join to apply for the CFP - Certified Financial Planner role at Campbell & Company, Wealth Advisors & Certified Public Accountants

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

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.

• 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.

• 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.

• 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.

• 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.

• Series 65 or equivalent.
• Life License.

• Entry level

• Full-time

• Finance and Sales
• Accounting