Financial Planner

Oxford Advisory Group; Tampa (FL); On-site; USD 60,000 - 110,000; Full time

Job summary

Oxford Advisory Group is seeking a motivated Financial Planning Advisor to join our wealth management team in Florida. This client-facing role manages existing client relationships, conducts review meetings, and guides clients toward their financial goals.

The ideal candidate drives the client experience from preparation through follow-up with confidence in financial planning and wealth advice. The position emphasizes relationship management, ongoing client communication, and collaboration with

Qualifications

• Bachelor's degree or higher in Finance, Financial Planning, Business, or related field.
• CFP designation or progress toward it is a plus.
• Series 65 or 66 license required or pursued.
• Licensed for Life & Health Insurance.

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.

Skills

Client relationship mgmt

Wealth management knowledge

Financial planning

Communication

Leadership in client conversations

Multi-client management

Education

Bachelor's degree in Finance/Financial Planning/Business

CFP designation or progress toward

Series 65 or Series 66

Life & Health insurance license

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