Financial Advisor (CFP)
Campbell & Company, Wealth Advisors, and Certified Public Accountants
Spring Hill, Florida
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JOB DETAILS
LOCATION
Spring Hill, Florida
POSTED
30+ days ago
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.
Compensation: Competitive Salary + Variable Compensation Package.
Reports To: Principal of Practice.
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. 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 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.
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 accounts—you 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 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:
Required:
- 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.
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.
About Campbell & Company, Wealth Advisors, and Certified Public Accountants:
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.
About the Company
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