Financial Service Advisor

Employer
Campbell & Company
Location
Spring Hill, Florida
Salary
Competitive Salary
Posted
Jun 10, 2020
Closes
Jul 10, 2020
Employment Type
Full Time
Level
Internship

Title:                  Financial Service Advisor – Licensed Series 65

Functions:        Client Servicing & Advisor Support

Type:                 Full Time

Salary:               Salary + Variable Compensation Package

Experience:     FINRA Series 65 Required, CFP designation preferred

Reports To:     Principle of Practice

Location:          Spring Hill, Florida

 

Position Highlights 

Campbell & Company, Wealth Advisors and CPA’s is seeking a Service Advisor who will be reporting directly to the principle of the firm.   This individual will be responsible for executing the operational processes for client servicing within the Financial Advisor’s book of business.  You will own the behind the scenes processes of on-boarding new clients as well as deepen relationships through servicing existing clients.  In addition, you will play a critical role in supporting the Financial Advisor in a variety of tasks.   This is a fantastic opportunity for a detail oriented, self-motivated individual to excel in a fast-paced, challenging environment. 

Principle Duties & Responsibilities

  • Preparing support materials and reports for the chief advisor
  • Research & build relationships with new clients, participate in internal and external client meetings & debriefs.
  • Meet with advisor regularly to review appointments and cases
  • Meet with clients, as needed
  • Ensure that data is accurately entered & managed within the company’s CRM
  • Ability to measure the business & submit weekly progress reports
  • Maintain compliance documentation

 



  • FINRA Series 65 required. CFP (Certified Financial Planner) designation preferred
  • Embody the company culture & mission
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills. Able to work efficiently in a fast-paced environment
  • Highly refined analytical and human relations skills
  • Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently
  • Ability to excel in a competitive, team-oriented environment
  • Advanced verbal and written communication and interpersonal skills
  • Proficient in Microsoft Office Suite
  • Problem solving skills, resourceful and effective in making decisions