Service-Focused Wealth Advisor for High-Net-Worth Clients

Foundation Risk Partners; Winter Park (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with company match

Generous PTO policy

Job summary

Foundation Risk Partners is expanding its Independent Registered Investment Team and seeks a motivated Service Financial Advisor in Winter Park, FL. The ideal candidate will focus on client relationship management, delivering high-quality financial advice, and implementing financial strategies.

Applicants should have a strong foundation in financial services, with at least 5-7 years of relevant experience and a Bachelor’s degree in a related field. The role offers a comprehensive benefits package including health, PTO, and a 401(k) plan.

Qualifications

• Strong understanding of investment products and financial planning principles.
• Proven ability to independently manage client relationships.
• 5–7+ years of experience in financial services, preferably in wealth management or investment advisory.

Responsibilities

• Build and maintain strong, long-term client relationships through proactive communication.
• Develop and implement customized financial plans aligned with client goals.
• Coordinate with internal teams to ensure accurate implementation of strategies.

Skills

Client Relationship Management

Financial Planning

Analytical Skills

Organizational Skills

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Tools

Microsoft Excel

MoneyGuidePro

Black Diamond

Morningstar

Bloomberg

Job description

Foundation Risk Partners is expanding its Independent Registered Investment Team and seeks a motivated Service Financial Advisor in Winter Park, FL. The ideal candidate will focus on client relationship management, delivering high-quality financial advice, and implementing financial strategies.

Applicants should have a strong foundation in financial services, with at least 5-7 years of relevant experience and a Bachelor’s degree in a related field. The role offers a comprehensive benefits package including health, PTO, and a 401(k) plan.