About this role
Financial Advisor (CFP) at Campbell & Company, Wealth Advisors, and Certified Public Accountants. Location: Spring Hill, Florida, United States. Role: Client advisory, Planning, Relationship management Requirements: CFP designation, FINRA Series 65, Florida 2-15 license; 3-5 years of financial planning experience; strong communication and professionalism. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Schwab, Redtail, Orion Certifications: cfp, series 65, florida 2-15 Commitment: Full Time Workplace: Onsite Languages: English