Wealth Planning Advisor - Client Service Specialist

Foundation Risk Partners, Corp.; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health, vision, dental insurance

401(k) with company match

Life insurance

Short-term disability (STD)

Long-term disability (LTD)

Paid time off (18 days) + holidays

Job summary

Foundation Risk Partners in Winter Park, FL, is seeking a Client Service Advisor for Advus Financial Partners to deliver comprehensive financial planning, investment guidance, and ongoing client relationship management.

This role serves as the primary advisor for existing client relationships, offering retirement, estate and tax-efficient planning, and portfolio monitoring, with no required new-business quotas.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• 3-10+ years of wealth management, financial planning, or investment advisory experience.
• Series 65 registration (or ability to obtain promptly).
• Strong understanding of financial planning, investment management, retirement planning, estate planning concepts, tax planning strategies.
• Excellent communication and relationship management skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Serve as the advisor for an assigned book of client relationships.
• Develop deep knowledge of client goals, financial circumstances, family dynamics, and risk tolerances.
• Conduct regular client review meetings and ongoing communications.
• Ensure clients receive a consistently high level of service and proactive advice.
• Coordinate with tax professionals, attorneys, insurance consultants, and retirement plan professionals, as appropriate.
• Develop and maintain comprehensive financial plans.
• Provide retirement planning, cash flow planning, estate planning strategies, tax-efficient investment strategies, education funding, and insurance planning guidance.
• Monitor client progress and adjust plans as circumstances change.
• Communicate portfolio strategy and investment recommendations to clients.
• Implement and monitor portfolio allocations in line with firm philosophy.
• Conduct portfolio reviews and rebalancing discussions.
• Explain market developments and investment performance to clients.
• Ensure investment recommendations remain suitable for client objectives.
• Foster long-term client relationships and opportunities for growth.
• Collaborate with leadership on client transitions and succession initiatives.
• Participate in client referrals and business development opportunities when appropriate.

Skills

Client relationship mgmt

Financial planning

Investment management

Retirement planning

Estate planning concepts

Tax planning strategies

Excellent communication

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or related field

Tools

Financial planning software

Portfolio management software

Job description

Foundation Risk Partners in Winter Park, FL, is seeking a Client Service Advisor for Advus Financial Partners to deliver comprehensive financial planning, investment guidance, and ongoing client relationship management.

This role serves as the primary advisor for existing client relationships, offering retirement, estate and tax-efficient planning, and portfolio monitoring, with no required new-business quotas.