Campbell & Company, Wealth Advisors & Certified Public Accountants · 1 month ago
Financial Advisor (CFP)
Spring Hill, FL
Full-time
Onsite
Mid, Senior Level
3+ years expCampbell & Company is a Wealth Management and CPA firm that has been serving clients across Florida for over 30 years. The Financial Advisor (CFP) will guide clients through retirement planning, investment decisions, and wealth preservation, ensuring they achieve their long-term financial goals.
Financial Services
Responsibilities
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
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
Assist with portfolio analysis, risk assessments, and ongoing monitoring
Apply fiduciary standards in all recommendations
Support portfolio construction consistent with firm philosophy
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
Maintain accurate CRM records (Redtail)
Ensure all documentation is complete, compliant, and audit-ready
Uphold the highest level of fiduciary and ethical standards
Qualification
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
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.
Company
Campbell & Company, Wealth Advisors & Certified Public Accountants
Offering complete Financial Strategies for individuals & small businesses - Prior Planning Pays Thank you for visiting Campbell and Company’s Page and LinkedIn.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jackie Campbell
President and Founder
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