CFP Lead Wealth Advisor – On-Site in Fleming Island

CFP Board of Standards Inc.; Northern (KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Dental

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Professional development coaching

Job summary

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor (CFP Lead) for a full-time on-site role in Fleming Island, FL. You will provide investment guidance and comprehensive financial planning without a sales focus, serving a national clientele.

Mentorship and advanced wealth management training are highlighted, with opportunities for career advancement toward executive roles within a fiduciary, fee-only firm. A strong work ethic and client-first approach are essential.

Qualifications

• CFP® certification completed or near completion.
• Bachelor's degree in Finance, Accounting, Business Administration or related field.
• 3+ years in financial services or client-facing role.

Responsibilities

• Lead advisor delivering comprehensive wealth care.
• Provide scheduled portfolio and financial planning advice.
• Respond promptly to client queries and requests.
• Maintain client data and profiles across the planning software.
• Generate reports and analyses for client meetings.

Skills

CFP

Client service

Financial planning

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Money Guide Pro

Microsoft Office

Job description

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor (CFP Lead) for a full-time on-site role in Fleming Island, FL. You will provide investment guidance and comprehensive financial planning without a sales focus, serving a national clientele.

Mentorship and advanced wealth management training are highlighted, with opportunities for career advancement toward executive roles within a fiduciary, fee-only firm. A strong work ethic and client-first approach are essential.