Service Financial Advisor - Wealth Planning & Client Management

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 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.