CFP - Certified Financial Planner
About the role
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.
Responsibilities
- Preparing support materials and reports for the chief advisor.
- Researching and building relationships with new clients and participating in internal and external client meetings & debriefs.
- Meting with advisors regularly to review appointments and cases.
- Meting with clients as needed.
- Ensuring that data is accurately entered & managed within the company’s CRM.
- Able to measure the business & submit weekly progress reports.
- Maintaining compliance documentation.
Requirements
- FINRA Series 65 is required.
- CFP (Certified Financial Planner) designation is required.
Qualifications
- Embody the company culture & mission.
- Able to provide excellent customer service to both internal and external customers.
- Effective time management skills.
- Able to work efficiently in a fast-paced environment.
- Highly refined analytical and human relations skills.
- Must be self-motivated with a good work ethic and have demonstrated the discipline to work independently.
- Able to excel in a competitive, team-oriented environment.
- Advanced verbal and written communication and interpersonal skills.
- Proficient in Microsoft Office Suite.
- Problem-solving skills, resourceful, and effective in making decisions.
Benefits
We offer a competitive salary package, including a base salary and variable compensation based on performance.
Pay
The salary range for this position is $X-$Y, depending on experience and qualifications.
Schedule
This is a full-time position.