We are looking for a self-motivated, energetic CERTIFIED FINANCIAL PLANNER™ practitioner or candidate (has completed coursework but cannot show marks) to join the Wealth Advisory team at Campbell Wealth Management. Our firm is fast-growing with over $100MM in new assets brought in, organically, in 2020. We currently manage about $965MM and we are looking for someone who is looking to grow with us.
This is an opportunity to grow with one of the top firms in Virginia, as rated by Financial Times. This is the ideal role for a CFP® or PFP student who is looking to work with a team of nine CFP® professionals.
The role will take on three key responsibilities between our wealth management and wealth advisory teams:
- Building of financial plans for new prospective clients:
In 2021, we expect to see over 500 prospective clients come through our doors. You will be responsible for building and presenting many of their financial plans.
- New client onboarding:
For those who choose to become Campbell Wealth clients, you will be assisting the transitions team with the transfer of assets to ensure the client a smooth transition to the firm.
- Initial phone consultations:
You will serve as the first contact for many of those prospective clients who come to our events. Unlike our competitors, we believe it is a disservice to keep you in the back office for the first few years of your career. We want to give you experience with lower risk phone consultations that come from our marketing department.
The right candidate is comfortable communicating with baby boomers who are looking to engage a firm that is designed to take them through retirement. There is no responsibility to prospect for new clients. The initial phone consultations are all set by the firm.
We believe it is tough to know exactly where you will thrive without having experienced a few different sides of the business. This job is the first step on our advisory career path that could lead to a fulfilling and lucrative career in a wealth advisor, wealth manager or investment manager position.
Campbell Wealth Management offers a competitive salary + bonus structure, medical and dental benefits, 401K matching, employee referral bonus, paid holidays & paid time off.
Please e-mail your resume to HR@campbellwealth.com to be considered for this position.