Financial Planner

Company DescriptionOxford 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 committed to enriching lives and treating clients like family.Role DescriptionOxford 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.Responsibilities- Manage and maintain relationships with an assigned group of existing clients- Prepare for and independently conduct client review meetings- 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- Proactively communicate with clients between scheduled reviews- Track meeting action items and ensure timely follow-through- Collaborate with Lead Advisors on complex planning needs and advanced strategies- Maintain accurate client records and documentation within the firm's CRM- Coordinate with clients' CPAs, attorneys, and other professional partners when appropriateQualifications- 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- Series 65 or Series 66- Life & Health insurance license- CFP® designation or progress toward the designation is a plus- Strong communication, organization, and relationship-management skills- Ability to confidently lead client conversations and manage multiple relationshipsCompensation-Generous compensation for existing business brought over-Base salary plus commission paid off closed business from leads and appointments that are pre-generated for you-Additional benefits and compensation based on experience