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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. 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.

<div><strong>Financial Advisor (CFP®) – Series 65 & Florida 2-15 Licensed</strong></div><div><strong>Full-Time | Spring Hill, Florida.</strong><br/><strong>Compensation:</strong> Competitive Salary + Variable Compensation Package.<br/><strong>Reports To:</strong> Principal of Practice.</div><div><br/></div><div><strong>About Campbell & Company:</strong></div><div>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.</div><div>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.</div><div><br/></div><div><strong>Required Licenses & Designations (Must Have All Three):</strong></div><div><strong>Candidates who do not currently hold all three credentials will not be considered.</strong></div><ul><li>CFP® (Certified Financial Planner).</li><li>Series 65 (or equivalent Investment Adviser Representative qualification).</li><li>Florida 2-15 Life, Health & Variable Annuities License.<br/><br/></li></ul><div>This position requires an advisor fully licensed to provide both investment advisory and insurance-based planning services.</div><div><br/></div><div><strong>Why This Role Matters:</strong></div><div>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.</div><div>You are not just managing accounts—you are helping people retire with confidence, stability, and peace of mind.</div><div><br/></div><div><strong>Core Values:</strong></div><div>Every member of our team lives by these four guiding principles:</div><ul><li><strong>Get It Done:</strong> We follow through, anticipate needs, and see commitments through to completion.</li><li><strong>Positive Energy:</strong> We bring optimism and professionalism to every interaction.</li><li><strong>Coachable:</strong> We stay open, adaptable, and committed to continual improvement.</li><li><strong>Does the Right Thing:</strong> Integrity guides every recommendation and action.</li></ul><div><br/></div><div><strong>Position Overview:</strong></div><div>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.<br/><br/></div><div>This is a relationship-driven role within a firm that values stability, tradition, and long-term client partnerships.</div><div><br/></div><div><strong>Primary Responsibilities:</strong></div><div><strong>Client Advisory & Planning:</strong></div><ul><li>Lead and participate in client review meetings.</li><li>Develop comprehensive financial plans—including retirement income, investment strategies, tax-focused planning, insurance, and estate considerations.</li><li>Present recommendations in an organized, client-friendly manner.</li><li>Identify planning opportunities and proactively address client needs.<br/><br/></li></ul><div><strong>Relationship Management:</strong></div><ul><li>Build and maintain lasting client relationships.</li><li>Provide timely responses, follow-up calls, and proactive outreach.</li><li>Serve as a trusted guide for retirees, first responders, business owners, and multi-generational families.<br/><br/></li></ul><div><strong>Investment Oversight:</strong></div><ul><li>Assist with portfolio analysis, risk assessments, and ongoing monitoring.</li><li>Apply fiduciary standards in all recommendations.</li><li>Support portfolio construction consistent with firm philosophy.</li></ul><div><strong>Internal Collaboration</strong></div><ul><li>Partner with tax, accounting, insurance, and technology advisory teams.</li><li>Coordinate case preparation and follow-up with the Principal Advisor.</li><li>Participate in internal meetings, case debriefs, and planning sessions.<br/><br/></li></ul><div><strong>Compliance & Documentation:</strong></div><ul><li>Maintain accurate CRM records (Redtail).</li><li>Ensure all documentation is complete, compliant, and audit-ready.</li><li>Uphold the highest level of fiduciary and ethical standards.</li></ul><div><br/></div><div><strong>Qualifications:</strong></div><div><strong>Required:</strong></div><ul><li>CFP® designation.</li><li>FINRA Series 65 license.</li><li>Florida 2-15 Life, Health & Variable Annuities license.</li><li>3–5 years of financial planning experience.</li><li>Strong communication, analytical, and interpersonal skills.</li><li>High degree of professionalism and discretion.</li><li>Proficiency with Microsoft Office; experience with Schwab, Redtail, or Orion a plus.<br/><br/></li></ul><div><strong>Preferred:</strong></div><ul><li>Experience working with CPAs or in a tax-integrated environment.</li><li>Knowledge of retirement distribution strategies.</li><li>Experience serving business owners or first responder families.</li></ul><div><br/></div><div><strong>A Day in the Life:</strong></div><ul><li>Prepare for client meetings and review sessions.</li><li>Conduct case analysis and refine planning recommendations.</li><li>Meet with clients, answer questions, and guide decision-making.</li><li>Update CRM notes and action items.</li><li>Collaborate with tax and accounting divisions.</li><li>Participate in weekly advisor and planning meetings.</li></ul><div><br/></div><div><strong>Benefits:</strong></div><div>We offer a stable, traditional, family-oriented work environment and a full benefits package, including:</div><ul><li>401(k) plan.</li><li>Short-Term Disability.</li><li>Long-Term Disability.</li><li>2x Life Insurance Coverage.</li><li>Paid time off & paid holidays.</li><li>Professional development & CE support.</li><li>Opportunities for long-term growth and advancement.</li></ul><br/><br/><strong>About Campbell & Company, Wealth Advisors, and Certified Public Accountants:</strong><p>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. </p>

Campbell & Company, Wealth Advisors, and Certified Public Accountants

Financial Advisor (CFP)

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

Betterteam

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. 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.

<div><strong>Title:</strong> Financial Service Advisor - Licensed Series 65.</div><div><strong>Functions:</strong> Client Servicing & Advisor Support.</div><div><strong>Type:</strong> Full Time.</div><div><strong>Salary:</strong> Salary + Variable Compensation Package.</div><div><strong>Experience: </strong>FINRA Series 65 Required, CFP designation required.</div><div><strong>Reports To: </strong>Principal of Practice.</div><div><strong>Location: </strong>Spring Hill, Florida.<br/><br/><strong>About Campbell & Company:</strong></div><div>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.<br/><br/></div><div><strong>Our Core Values:</strong></div><ul><li><strong>Get It Done:</strong> We are proactive and determined to achieve goals, always striving for the best outcomes for our clients.</li><li><strong>Positive Energy:</strong> Enthusiasm and optimism drive our work, creating a supportive and encouraging environment for all.</li><li><strong>Coachable:</strong> We embrace continuous improvement and learning, ensuring our team grows with the evolving financial landscape.</li><li><strong>Does the Right Thing:</strong> Integrity and accountability are at the heart of our actions, building trust with our clients and within our team.</li></ul><div><br/></div><div><strong>Position Highlights:</strong></div><ul><li>Campbell & Company, Wealth Advisors and CPAs is seeking a Service Advisor who will be reporting directly to the principal of the firm.</li><li>This individual will be responsible for executing the operational processes for client servicing within the Financial Advisor’s book of business.</li><li>You will own the behind-the-scenes processes of onboarding new clients as well as deepening relationships through servicing existing clients.</li><li>In addition, you will play a critical role in supporting the Financial Advisor in a variety of tasks.</li><li>This is a fantastic opportunity for a detail-oriented, self-motivated individual to excel in a fast-paced, challenging environment with opportunities for advancement.</li></ul><div><br/><strong>Principle Duties & Responsibilities:</strong></div><ul><li>Preparing support materials and reports for the chief advisor.</li><li>Research & build relationships with new clients and participate in internal and external client meetings & debriefs.</li><li>Meet with advisors regularly to review appointments and cases.</li><li>Meet with clients as needed.</li><li>Ensure that data is accurately entered & managed within the company’s CRM.</li><li>Ability to measure the business & submit weekly progress reports.</li><li>Maintain compliance documentation.</li></ul><div><br/><strong>Knowledge, Skills & Abilities Required:</strong></div><ul><li>FINRA Series 65 is required. CFP (Certified Financial Planner) designation is required.</li><li>Embody the company culture & mission.</li><li>Ability to provide excellent customer service to both internal and external customers.</li><li>Effective time management skills. Able to work efficiently in a fast-paced environment.</li><li>Highly refined analytical and human relations skills.</li><li>Must be self-motivated with a good work ethic and have demonstrated the discipline to work independently.</li><li>Ability to excel in a competitive, team-oriented environment.</li><li>Advanced verbal and written communication and interpersonal skills.</li><li>Proficient in Microsoft Office Suite.</li><li>Problem-solving skills, resourceful, and effective in making decisions.</li></ul><div><br/><strong>MUST BE LICENSED IN THE FOLLOWING AREAS:</strong></div><ul><li>Series 65 or equivalent.</li><li>Life License.</li></ul><br/><br/><strong>About Campbell & Company, Wealth Advisors, and Certified Public Accountants:</strong><p>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. </p>

CFP - Certified Financial Planner

Customer Service Operations

Data Quality

Detail Oriented

Financial Services

Onboarding

Operations Processes

Presentation/Verbal Skills

Problem Solving Skills

Team Player

Writing Skills

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Financial Advisor (CFP)Campbell & Company, Wealth Advisors, and Certified Public Accountants

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