Service Financial Advisor

Foundation-Risk-Partners; Winter Park (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) with company match

Life insurance

STD/LTD

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners seeks a motivated Service Financial Advisor to join Advus Financial Partners in Winter Park, FL. You will focus on servicing clients, delivering comprehensive financial plans, and managing portfolios with a strong emphasis on relationship management.

The role emphasizes high-quality client service, collaboration with lead advisors, and rigorous financial planning. A CFP designation is preferred and experience with leading planning tools is advantageous.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 5–7+ years in financial services, wealth management, or investment advisory.
• CFP designation preferred.
• Experience with financial planning and portfolio platforms like MoneyGuidePro, Black Diamond, Morningstar, Bloomberg.
• Strong client service, communication, and analytical skills.

Responsibilities

• Manage client relationships and lead client meetings and reviews.
• Develop and implement customized financial plans for clients.
• Coordinate with advisors to ensure timely execution of financial strategies.
• Provide ongoing portfolio management and high-quality client service.

Skills

Client relationships

Financial planning

Investment knowledge

RIA experience

Excel proficiency

Communication skills

Education

Bachelor’s degree in Finance/Economics/Accounting

CFP designation preferred

Tools

MoneyGuidePro

Black Diamond

Morningstar

Bloomberg

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the U.S., is adding a Service Financial Advisor to its Independent Registered Investment Team at Advus Financial Partners in Winter Park, FL.

Job Summary

Advus Financial Partners seeks a motivated, detail-oriented Service Financial Advisor with a strong foundation in financial services and a passion for delivering high-quality financial and investment advice. This role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation—preferring to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.

Essential Functions

• Client Relationship Management
  • Build and maintain strong, long‑term client relationships through proactive communication and service. Lead client meetings and reviews, including financial plan updates and investment consultations.
• Develop, analyze, and implement customized financial plans aligned with client goals and objectives.
• Partner with lead advisors to prepare and refine comprehensive financial plans for high-net-worth individuals and families.
• Execution & Operations
  • Coordinate with internal teams (operations, portfolio management, etc.) to ensure accurate, timely implementation of financial strategies.
• Work cross‑functionally with advisors, compliance, and operations teams to deliver seamless client service and consistent execution.

Minimum Qualifications

• Strong understanding of investment products and financial planning principles.
• Proven ability to independently manage client relationships.
• Experience working within a Registered Investment Advisor (RIA) environment.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Excellent analytical, organizational, and communication skills.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.

Education & Experience

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 5–7+ years of experience in financial services, preferably in wealth management or investment advisory.
• CFP® designation (obtained or in progress), preferred.
• Experience with financial planning and portfolio platforms (e.g., MoneyGuidePro, Black Diamond, Morningstar, Bloomberg), preferred.

Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO): Foundation Risk Partners provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits: Foundation Risk Partners offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.