Lead Personal Wealth Advisor (CFP) – Strategic Planning

CFP Board of Standards Inc.; Florida; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k)

Dental, health, vision and life保险

Paid time off

Professional development coaching

Educational tuition reimbursement

Job summary

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor (CFP- Lead Advisor) for an on-site role in Fleming Island, FL. The position commands a base salary range of $60,000–$85,000 with bonuses, offering total compensation in excess of $85K up to $200K+.

The role emphasizes fiduciary, fee-only service with strong mentorship and national client growth. This is a leadership-focused role requiring CFP credentials (or near completion), Series 65/66, and 3+ years in financial services.

Qualifications

• CFP® completed or very close to completion.
• Bachelor's degree in Finance, Accounting, Business Administration or related field.
• 3+ years of experience in financial services, preferably in a client-facing role.
• Series 65 or Series 66 license.
• Knowledge of investment solutions, financial planning strategies, and advisory back-office operations.
• Proficient in Microsoft Office Suite and experience using investment software/planning programs.
• Experience with MoneyGuidePro or similar planning software preferred.

Responsibilities

• Lead a team focused on excellence in client total wealth care.
• Provide scheduled portfolio and comprehensive financial planning advice.
• Rapid, caring response to client queries and requests.
• Provide ongoing advice to firm clients – not a sales position.
• Collect and update client financial data and documentation.
• Gather, organize and ensure accuracy/completeness of client information.
• Manage financial software inputs and client data in the platform.
• Update and maintain client profiles and generate client meeting reports and analyses.
• Conduct financial analysis including portfolio, tax, estate, retirement, and asset protection.

Skills

Client advisory

Series 65/66 license

Microsoft Office proficient

Investment planning software

Education

Bachelor's degree in Finance/Accounting/Business

CFP certification (or near completion)

Tools

MoneyGuidePro

Job description

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor (CFP- Lead Advisor) for an on-site role in Fleming Island, FL. The position commands a base salary range of $60,000–$85,000 with bonuses, offering total compensation in excess of $85K up to $200K+.

The role emphasizes fiduciary, fee-only service with strong mentorship and national client growth. This is a leadership-focused role requiring CFP credentials (or near completion), Series 65/66, and 3+ years in financial services.