Client Service Advisor (Wealth Management)

Camarda Wealth Advisory Group; Florida; Presencial; USD 75.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Dental, health, vision and life ins.

Educational tuition reimbursement

Descripción de la vacante

Camarda Wealth Advisory Group in Jacksonville, FL is seeking a Personal Wealth Advisor (CFP Lead Advisor) for a full-time, on-site role in Fleming Island. You will lead a team and deliver comprehensive wealth planning without a sales focus.

The role offers a base salary of $75,000 to $100,000 plus performance bonuses and benefits, with opportunities for education and advancement within our fiduciary, fee-only practice serving a national clientele.

Formación

• CFP completed or near completion is required.
• Bachelor’s degree in Finance, Accounting, Business Administration or related field.
• 3+ years of experience in financial services, client-facing preferred.
• Series 65 or 66 license.
• Proficiency with investment planning software and MS Office.

Responsabilidades

• Lead advisor on the Wealth Advisor Team delivering exceptional service.
• Provide scheduled portfolio and comprehensive financial planning advice.
• Respond promptly to client queries and requests.
• Provide ongoing client advice, not a sales role.
• Gather and organize client information and financial data.
• Manage financial software and maintain client profiles.
• Generate reports and analyses for client meetings.

Conocimientos

CFP certification

Client-facing experience

Financial planning knowledge

Communication skills

Educación

Bachelor’s degree in Finance/Accounting/Business Admin or related field

Herramientas

Money Guide Pro

Microsoft Office Suite

Descripción del empleo

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

Personal Wealth Advisor (CFP- Lead Advisor) – $75,000-$100,000 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.

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/CFAs 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 quarterDocument 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.