Lead Personal Wealth Advisor – CFP® | Jacksonville

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

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.