Personal Wealth Advisor (CFP- Lead Advisor)

Full-time, in-office Personal Wealth Advisor (CFP- Lead Advisor) in Fleming Island, FL (30min South of Jacksonville)

Total Comp Range $85K-$200K+ Strong Benefits ($60,000-$85,000 Base Salary)

Role Description – CFP® Lead & Support Advisors – Multiple Positions

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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). 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-suite. Come help us deliver exceptional Total Wealth Care to our rapidly growing national clientele. Dedicated fiduciary, fee-only in all we do. 

This individual will play a crucial role as lead advisor on our Wealth Advisor Team by directly providing exceptional service delivery to our clients.

Must have clean U4 and background check, and a minimum of 3 years’ experience working with clients’ investments and financial planning. CFP® or ChFC® (or completion soon) and Series 65 is required.

Must love the planning profession and be excited about helping clients achieve their investment and financial goals. Strong financial planning software and SalesForce experience required. We are looking for a long-term career minded professional to grow with our nationally recognized, rapidly growing, ethical culture, vibrant firm. Pleasant, energetic, and a winning personality able to build rapport with wide range of personality types required. Strong work ethic, get-it-done-when-promised mentality.

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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.

Read more and connect with us by following the button to our CFP Careers Page!