Wealth Planning Advisor — Client-Focused with Commission

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 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