Careers

Full-time, Fleming Island, FL

The BDO’s primary focus is processing the large number of investment & wealth planning inquiries Camarda regularly receives from potential clients across the US. This process includes contacting potential clients, assessing their investment structure & planning needs, and scheduling those who appear to be good potential fits as Camarda clients. BDOs supply potential clients with background on the firm’s qualifications & areas of expertise, follow up to collect information such as investment statements for analysis and “stress testing”, and schedule appointments for Camarda’s Wealth Management Executive VPs to conduct our complimentary “Wealth 360°” assessment and convert good-fit potential clients to Camarda clients. Compensation is base salary plus incentives and bonuses. Strong qualifications & appointment setting are critical to success in this position.

Please respond with résumé in the green box for more information and interview discussion.

Local candidates preferred.

Full-time, Fleming Island, FL

EVPs help prospective clients evaluate the fit with Camarda and make the transition to us when it is in their interest to do so. Assessment meetings – typically phone calls & Zooms – are scheduled directly by EVPs and by BDOs from the large number of potential clients requesting information from us. Please see the Business Development Officer position description for more information on this process. EVPs describe Camarda’s unique wealth management value proposition to potential clients, collect financial and investment information and make assessment recommendations, and facilitate new client onboarding and asset transfers, and introductions to the Senior Wealth Advisory team, who provides scheduled ongoing advice & service. Strong explanatory and sales skills are critical to success. After an initial ramp-up period, compensation is exclusively incentive and bonus-based, with an extremely generous trial plan designed to richly reward effective producers.

Please respond with résumé in the green box for more information and interview discussion.

Full-time, Fleming Island, FL

Senior Personal Wealth Advisor (SPWA)

SPWAs function as lead advisors on a team of specialists. This position typically requires a current CFP®, CPWA® or ChFC® designation, and extensive financial planning related experience. SPWAs are responsible to provide ongoing wealth advice and investment counsel to firm clients once introduced and onboarded by EVPs. While the SWA role is primarily a consultative, not a sales, role, sales skills are important in helping lead clients to decisions believed to be in their best interests, as well as developing client referrals and transferring clients’ outside assets to our care where appropriate. SPWA advice is based the firm’s written best practices algorithms for specific planning situations under the mentorship of the Chief Wealth Officer.

The team-based SPWA advisory system is delivered by SPWA specialists who are grouped into the advisory domains of…

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• Investment/portfolio

• Estate/asset protection/risk management

• Tax & business planning

• Retirement & retirement income planning.

Specialists will typically rotate and deliver specialized advice to each client quarterly. SPWAs work from the firm’s proprietary “Wealth 360” integrated master plan for each client and liaise with the clients’ tax, legal, & other advisors as needed. Compensation is comprised of a competitive base, with strong performance-based profit-sharing bonuses, and very generous AUM production incentive pay. For those interested in career growth beyond advanced wealth management, career tracks are to EVP business development or PWA department and firm general executive management.

Please respond with résumé in the green box for more information and interview discussion.

Local candidates preferred.

Full-time, Fleming Island, FL

PWAs act as client-facing advisors on the PWA team, under the mentorship of the SPWAs, providing direct client counsel and assisting the SPWAs in more complex planning. Advisors in this position typically have completed financial planning centric undergraduate education, have several years of planning-related experience, and are working toward (or have recently competed) a CFP® or ChFC® designation. As for SPWAs, compensation is comprised of base salary, performance-driven profit sharing bonuses, and generous AUM production incentive pay. While not a sales position, persuasion skills are important in helping lead clients to decisions believed to be in their best interests, as well as developing client referrals and transferring clients’ outside assets to our care where appropriate. Career enhancement tracks are to Senior Personal Wealth Advisor or EVP business development opportunities.

Please respond with résumé in the green box for more information and interview discussion.

Local candidates preferred.

Full-time, Fleming Island, FL

PWAAs support the SPWA/PWA team and serve clients by collecting client data, loading financial planning software, following up with clients for documents and scheduling, conducting analysis, and providing other functions often referred to as “paraplanner” duties. Career enhancement tracks are to Wealth Advisor, business development or firm operational advancement opportunities.

Please respond with résumé in the green box for more information and interview discussion.

Local candidates preferred.

Full-time, Fleming Island, FL

WAI interns are typically finance-related undergraduate students and work with the firm primary to gain education and experience. WAIs have the opportunity to achieve permanent professional positions, typically on graduation. WAIs work under the direction of SPWAs, PWAs and WAAs. Duties are similar to those for WAAs.

Please respond with résumé in the green box for more information and interview discussion.

Local candidates preferred.