Financial Planner

Oxford Advisory Group; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Oxford Advisory Group in Florida seeks a motivated Financial Planning Advisor to manage existing client relationships and conduct review meetings, helping clients stay on track toward their financial goals. You will drive comprehensive wealth planning and own the client experience from preparation through follow-up.

The role requires strong communication, a solid foundation in investments and retirement planning, and the ability to coordinate with internal teams while maintaining CRM records.

Qualifications

• Bachelor degree in Finance or related field.
• Experience in wealth management or client-facing financial services.
• Strong knowledge of investments, retirement planning, and wealth management.
• Series 65/66 license or equivalent.
• Life & Health license held or pursued.
• CFP designation or progress toward it is a plus.

Responsibilities

• Manage and maintain relationships with an assigned group of existing clients.
• Prepare for and independently conduct client review meetings.
• Review client goals, financial plans, portfolios, and changing circumstances.
• Identify planning opportunities and recommend appropriate strategies.
• Maintain and update financial plans as client needs evolve.
• Coordinate implementation of recommendations with internal teams.
• Proactively communicate with clients between scheduled reviews.
• Track meeting action items and ensure timely follow-through.
• Collaborate with Lead Advisors on complex planning needs.
• Maintain accurate client records and documentation in the firm's CRM.
• Coordinate with clients' CPAs, attorneys, and other professionals when appropriate.

Skills

Relationship management

Client-facing

Communication

Financial planning knowledge

Education

Bachelor's degree in Finance, Financial Planning, Business, or related field

Series 65 or Series 66

Life & Health insurance license

CFP® designation or progress toward designation

Tools

CRM (e.g., Salesforce)

Financial planning software

Job description

Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm with locations across Florida. The firm focuses on helping pre-retirees and retirees navigate their retirement years, with a strong emphasis on family values and community involvement. Oxford Advisory Group is committed to enriching lives and treating clients like family.

Role Description

Oxford Advisory Group is seeking a motivated and relationship-driven Financial Planning Advisor to join our growing wealth management team. This is a client-facing role responsible for managing existing client relationships, conducting review meetings, and helping clients stay on track toward their financial goals.

The ideal candidate is confident working directly with clients, has a strong understanding of financial planning and wealth management, and takes ownership of the client experience from preparation through follow-up.

Responsibilities

• - Manage and maintain relationships with an assigned group of existing clients
• - Prepare for and independently conduct client review meetings
• - Review client goals, financial plans, portfolios, and changing financial circumstances
• - Identify planning opportunities and recommend appropriate strategies
• - Maintain and update financial plans as client needs evolve
• - Coordinate implementation of recommendations with internal teams
• - Proactively communicate with clients between scheduled reviews
• - Track meeting action items and ensure timely follow-through
• - Collaborate with Lead Advisors on complex planning needs and advanced strategies
• - Maintain accurate client records and documentation within the firm's CRM
• - Coordinate with clients' CPAs, attorneys, and other professional partners when appropriate

Qualifications

• - Bachelor's degree in Finance, Financial Planning, Business, or a related field preferred
• - Experience in wealth management, financial planning, or a client-facing financial services role
• - Strong knowledge of investments, retirement planning, insurance, and general wealth management concepts
• - Series 65 or Series 66
• - Life & Health insurance license
• - CFP® designation or progress toward the designation is a plus
• - Strong communication, organization, and relationship-management skills
• - Ability to confidently lead client conversations and manage multiple relationships

Compensation

• -Generous compensation for existing business brought over
• -Base salary plus commission paid off closed business from leads and appointments that are pre-generated for you
• -Additional benefits and compensation based on experience