Financial Planning & Analysis Consultant
oxford advisory groupTampa (FL)
Financial Planning & Analysis Consultant
Posted 2 days ago
oxford advisory groupTampa (FL)
SENIORITY
Senior
About the role
Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm with locations across Florida. The firm focuses on helping pre-retirees and retirees navigate their retirement years, with a strong emphasis on family values and community involvement. Oxford Advisory Group is seeking a motivated and relationship-driven Financial Planning Advisor to join our growing wealth management team. This is a client-facing role responsible for managing existing client relationships, conducting review meetings, and helping clients stay on track toward their financial goals. The ideal candidate is confident working directly with clients, has a strong understanding of financial planning and wealth management, and takes ownership of the client experience from preparation through follow-up. Review client goals, financial plans, portfolios, and changing financial circumstances- Identify planning opportunities and recommend appropriate strategies- Maintain and update financial plans as client needs evolve- Coordinate implementation of recommendations with internal teams- Collaborate with Lead Advisors on complex planning needs and advanced strategies- Maintain accurate client records and documentation within the firm's CRM- Bachelor's degree in Finance, Financial Planning, Business, or a related field preferred- Experience in wealth management, financial planning, or a client-facing financial services role- Strong knowledge of investments, retirement planning, insurance, and general wealth management concepts- Life & Health insurance license- Base salary plus commission paid off closed business from leads and appointments that are pre-generated for you-
Before you apply
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