About this role
CFP - Certified Financial Planner at Campbell & Company, Wealth Advisors, and Certified Public Accountants. Location: Spring Hill, Florida, United States. Role: Onboard clients, Service clients, Manage CRM Requirements: FINRA Series 65 required; CFP designation required; Series 65 or equivalent; Life License; strong client service and CRM skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, life, cfp, cfp designation Commitment: Full Time Workplace: Onsite Languages: English