Financial Advisor (CFP) at Campbell and Co

Financial Advisor (CFP) Series 65 & Florida 2-15 Licensed

Full-Time | Spring Hill, Florida.

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 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:

• 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.