Client Service Advisor (Wealth Management)

Camarda Wealth Advisory Group; Florida; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Vision insurance

Life insurance

Paid time off

Professional development coaching

Educational tuition reimbursement

Job summary

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor (CFP) to lead the Wealth Advisor Team in Fleming Island, FL, focusing on client total wealth care with fiduciary, fee-only services. The role emphasizes advanced wealth management and collaboration across tax, estate planning, and portfolio management.

Requirements include CFP (or near completion) and Series 65/66, 3+ years in financial services, and proficiency with Money Guide Pro and Salesforce.

Qualifications

• CFP® completed or very close to completion.
• 3+ years of experience in the financial services industry, preferably in a similar client-facing role.
• Series 65 or Series 66 license.
• Knowledge of investment solutions, financial planning strategies, advisory back-office operations.
• Proficient in Microsoft Office Suite and experience using investment software/planning programs.
• Experience with Money Guide Pro or other similar financial planning software (Preferred).
• 401(k)
• Dental, health, vision and life insurance
• Paid time off
• Professional development coaching
• Educational tuition reimbursement

Responsibilities

• As lead advisor, lead a team laser focused on excellence in client total wealth care
• Provide scheduled portfolio & comprehensive financial planning advice
• Rapid, caring response to client queries & requests
• Provide ongoing advice to firm clients – not a sales position
• Gather, organize and ensure accuracy and completeness of relevant client information, including financial statements, investment portfolios, and personal financial goals.
• Financial software management including input and management of client data.
• Update and maintain client profiles within the software platform.
• Generate reports and analyses as needed to support client meetings and presentations.
• Opportunity to pursue paid education & career enhancement tracks leading to roles in:
• Management (including C-level)
• Advanced wealth specialization such as tax or legal
• Business Development
• Other advancement within firm operations in our growing national advisory footprint.
• Improve your practice of advanced wealth management with extensive training and a team of CFP®s/CFA®s led by PhD in Financial & Retirement Planning & Georgetown Masters in Tax Law
• Advanced estate planning & trust design
• Sophisticated & truly customized portfolio management including technical analysis
• Proactive tax reduction strategies
• Structural asset protection planning
• Learn to quarterback clients’ wealth plans & collaborate/direct internal legal, tax & other teams.

Skills

CFP®

Series 65/66

Client-facing

Financial planning

Salesforce

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Money Guide Pro

Job description

Applicants must currently be living in the Jacksonville, FL area.

Personal Wealth Advisor (CFP- Lead Advisor) – $70,000-$90,000 Base + Performance Bonuses & Benefits– Metro Jax FL

Overview:

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor with CFP® (or ChFC®/ CRPC/ AWMA + Series 65/66) for a full-time on-site position located in Fleming Island, FL (greater Jacksonville). This is not a sales position.

Outstanding mentorship opportunity to learn advanced wealth management, including tax, asset protection, advanced estate & trust, tactical portfolio & much more.

Career advancement tracks with unlimited upside, including to C-suite. Come help us deliver exceptional Total Wealth Care to our rapidly growing national clientele. Dedicated fiduciary, fee-only in all we do. Watch the video for more info on our values and culture.

This individual will play a crucial role as lead advisor on our Wealth Advisor Team by directly providing exceptional service delivery to our clients.

Must have clean U4 and background check, and a minimum of 3 years’ experience working with clients’ investments and financial planning. CFP® or ChFC® (or completion soon) and Series 65 is required. Must love the planning profession and be excited about helping clients achieve their investment and financial goals. Strong financial planning software and SalesForce experience required. We are looking for a long-term career minded professional to grow with our nationally recognized, rapidly growing, ethical culture, vibrant firm. Pleasant, energetic, and a winning personality able to build rapport with wide range of personality types required. Strong work ethic, get-it-done-when-promised mentality.

Key Responsibilities:

• As lead advisor, lead a team laser focused on excellence in client total wealth care
• Provide scheduled portfolio & comprehensive financial planning advice
• Rapid, caring response to client queries & requests
• Provide ongoing advice to firm clients – not a sales position
• Gather, organize and ensure accuracy and completeness of relevant client information, including financial statements, investment portfolios, and personal financial goals.
• Financial software management including input and management of client data.
• Update and maintain client profiles within the software platform.
• Generate reports and analyses as needed to support client meetings and presentations.
• Opportunity to pursue paid education & career enhancement tracks leading to roles in:

• Management (including C-level)
• Advanced wealth specialization such as tax or legal
• Business Development
• Other advancement within firm operations in our growing national advisory footprint.
• Improve your practice of advanced wealth management with extensive training and a team of CFP®s/CFA®s led by PhD in Financial & Retirement Planning & Georgetown Masters in Tax Law
• Advanced estate planning & trust design
• Sophisticated & truly customized portfolio management including technical analysis
• Proactive tax reduction strategies
• Structural asset protection planning
• Learn to quarterback clients’ wealth plans & collaborate/direct internal legal, tax & other teams.

Long Term Career Track & Job Stability

• Extensive 90+ days orientation training while getting to know clients with ongoing advanced training thereafter
• Lead advisor; management of client book with access to paraplanner support staff
• Advancement opportunities to C-level positions or specialty analysis/planning
• Partnership grant opportunities for exceptional performance.

Key Metrics:

• Deliver quarterly portfolio and scheduled financial planning advice timely
• Have 2-way discussion with client via phone or email each quarter by mid quarter
• Document and manage planning to dos to completion including recap emails to client & report updates re task status (including client to dos) and task completion
• Respond to client service requests calls and emails immediately – no later than noon of following day latest
• Oversee & manage your support team to timely and accurate completion of delegated tasks
• Appropriate estate, tax & asset protection referrals to wholly-owned affiliate TaxMaster
• Appropriate conversion of client outside assets to Camarda management
• New client referrals from existing clients

Qualifications

• CFP® completed or very close to completion.
• Bachelor's degree in Finance, Accounting, Business Administration or a related field
• 3+ years of experience in the financial services industry, preferably in a similar client-facing role
• Series 65 or Series 66 license
• Knowledge of investment solutions, financial planning strategies, advisory back-office operations
• Proficient in Microsoft Office Suite and experience using investment software/planning programs
• Experience with Money Guide Pro or other similar financial planning software (Preferred)
• 401(k)
• Dental, health, vision and life insurance
• Paid time off
• Professional development coaching
• Educational tuition reimbursement

Compensation package:

• Bonus opportunities
• Strong incentives for client retention, additional client assets & referrals
• Performance & profits sharing bonuses

Company Overview

Camarda Wealth Advisory Group is an independent, fee-based Registered Investment Advisor based in Jacksonville, FL. We are committed to putting our clients’ interests first by providing sophisticated, integrity-driven financial advice that sets us apart in the industry. Our culture emphasizes continuous learning, collaboration, and delivering exceptional results for our clients.