Financial Advisor (CFP)

Job Description

Job Description

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.