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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>

Campbell & Company, Wealth Advisors, and Certified Public Accountants

CFP - Certified Financial Planner

Accounting Certifications

Analysis Skills

Certified Financial Planner (CFP)

Certified Public Accountant (CPA)

Communication Skills

Continuous Improvement

Customer Relations

Customer Relationship Management (CRM)

Customer Service Operations

Customer Support/Service

Data Quality

Detail Oriented

Financial Planning

Financial Services

Interpersonal Skills

Investment Services

Microsoft Office

Onboarding

Operations Processes

Presentation/Verbal Skills

Problem Solving Skills

Public Accounting

Series 65

Team Player

Time Management

Wealth Management

Writing Skills

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Drive process improvements in scheduling and inventory controlWhat we are looking for: • 2 to 5+ years of experience in production planning, supply chain, or inventory within manufacturing. We are seeking a detail-oriented and driven Production Planning & Inventory Audit Specialist to support a fast-growing manufacturing operation.

YEAR

<div>Production Planning & Inventory Audit Specialist<br/>Manufacturing | Direct Hire</div><div>$50-70K</div><div><br/></div><div>We are seeking a detail-oriented and driven Production Planning & Inventory Audit Specialist to support a fast-growing manufacturing operation. This role is critical in ensuring production runs smoothly, inventory stays accurate, and customer demand is met on time.</div><div><br/></div><div>What you will do:<br/>• Develop and manage daily and weekly production schedules<br/>• Coordinate with purchasing, production, quality, and shipping teams<br/>• Conduct inventory audits and cycle counts across raw materials, WIP, and finished goods<br/>• Investigate and resolve inventory discrepancies<br/>• Maintain accurate ERP data and reporting<br/>• Drive process improvements in scheduling and inventory control</div><div>What we are looking for:<br/>• 2 to 5+ years of experience in production planning, supply chain, or inventory within manufacturing<br/>• Strong ERP/MRP system experience<br/>• Advanced Excel and data analysis skills<br/>• Ability to prioritize, problem-solve, and work in a fast-paced environment<br/>• Strong communication and cross-functional coordination skills</div><div><br/></div><div>This is a great opportunity for someone who is proactive, analytical, and thrives in a high-accountability environment where operations and customer experience go hand in hand.</div>

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CFP - Certified Financial Planner Campbell & Company, Wealth Advisors, and Certified Public Accountants

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