Financial Advisor (CFP)
Campbell & Company, Spring Hill, FL, United States
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. 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 CampbellCPA/PFS, CFPour 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 accountsyou 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 plansincluding 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. 35 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.
Full-Time | Spring Hill, Florida. Compensation: Competitive Salary + Variable Compensation Package. Reports To: Principal of Practice. 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 CampbellCPA/PFS, CFPour 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 accountsyou 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 plansincluding 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. 35 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.