More jobs:
Licensed Financial Planner & Client Services Pro
Job in
Weeki Wachee Acres, Hernando County, Florida, USA
Listed on 2026-01-24
Listing for:
Campbell & Company, CPAs, PA
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Services, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Florida is seeking a Financial Service Advisor, licensed with the Series 65. The role involves supporting client relations, managing operational processes, and ensuring compliance documentation. The ideal candidate will have a CFP designation and strong analytical and communication skills. This position offers the chance to excel in a dynamic environment with opportunities for growth. Responsibilities include preparing reports, researching client relationships, and ensuring data accuracy in CRM systems.
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