Accounting Certifications, Analysis Skills, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Communication Skills, Construction Support, Continuous Improvement, Cross-Functional, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Develop and Maintain Customers, Distribution Channel, Fiduciary, Financial Planning, Follow Through, Insurance, Interpersonal Skills, Investment Services, Investment Strategy, Microsoft Office, Organizational Skills, Philosophy, Plan Meetings, Portfolio Analysis, Public Accounting, Relationship Management, Resolve Customer Issues, Retirement Planning, Risk Analysis, Sales Management, Series 65, Tax Accounting, Tax Planning, Time Management, Variable Annuities, Wealth Management
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.