Personal Wealth Advisor (CFP- Lead Advisor) – Metro Jax FL

CFP

Florida

On-site

USD 60,000 - 85,000

Full time

10 days ago

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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

Personal Wealth Advisor (CFP- Lead Advisor) – Metro Jax FL – $60,000-$85,000 Base + Bonuses: Total Comp Range $85K-$200K+. Strong Benefits – Metro Jax FL

Overview

Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor with CFP® or ChFC® & Series 65 for a full-time on-site position located in Fleming Island, FL (greater Jacksonville). Local candidates preferred. 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-suit e. 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
Collecting & updating client financial data collection
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.
Financial analysis including portfolio, insurance, tax, estate, retirement, asset protection
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.

Mentorship Opportunity

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
Rigorous retirement planning & retirement income modeling
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 quarter
Document 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)

Benefits