CFP Financial Planner & Advisor (Series 65)

Mycampbellandco; Spring Hill (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

A financial services firm is seeking a motivated Financial Service Advisor in Spring Hill, Florida. This role requires in-office attendance and involves managing client onboarding, supporting the Financial Advisor, and maintaining compliance documentation. Candidates must have FINRA Series 65 and CFP® credentials, along with strong customer service and communication skills. This full-time position provides opportunities for growth within a professional, team-oriented environment.

Qualifications

• Detail-oriented and motivated.
• Strong alignment with company culture and mission.
• Ability to thrive in a competitive, team-oriented environment.

Responsibilities

• Own the operational processes for client onboarding and servicing.
• Support the Financial Advisor with daily administrative and client-facing tasks.
• Participate in client meetings and debriefs.

Skills

Customer service

Time management

Analytical skills

Interpersonal skills

Problem-solving

Communication skills

Education

FINRA Series 65

CFP® (Certified Financial Planner)

Life Insurance License

Tools

Microsoft Office Suite

Job description

A financial services firm is seeking a motivated Financial Service Advisor in Spring Hill, Florida. This role requires in-office attendance and involves managing client onboarding, supporting the Financial Advisor, and maintaining compliance documentation. Candidates must have FINRA Series 65 and CFP® credentials, along with strong customer service and communication skills. This full-time position provides opportunities for growth within a professional, team-oriented environment.