Financial Advisor (CFP)

About the role

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.

Required Licenses & Designations

• CFP® (Certified Financial Planner).
• Series 65 (or equivalent Investment Adviser Representative qualification).
• Florida 2-15 Life, Health & Variable Annuities License.

Core Values

• 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.

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

• 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.

Benefits

• 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.