Foundation Risk Partners
Insurance
ServiceFinancialAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Service Financial Advisor at Foundation Risk Partners. Skills: Financial planning, Client relationships, Investment advice. Build and maintain client relationships. Lead client meetings and reviews”
What You'll Achieve.
Deliver high-quality financial advice; Deliver high-quality investment advice; Ensure effective execution of financial strategies; Ongoing portfolio management; Best-in-class client experience; Seamless client service; Consistent execution
Industry & Context.
Excellent analytical skills
What They're Looking For.
Must Have
Understanding of investment products, Understanding of financial planning principles, Ability to independently manage client relationships, Experience working within a Registered Investment Advisor (RIA) environment, Proficiency in Microsoft Excel, Proficiency in other Microsoft Office applications, Bachelor’s degree in Finance, Economics, Accounting, or related field, 5–7+ years of experience in financial services
Nice to Have
CFP® designation (obtained or in progress), Experience with financial planning platforms, Experience with portfolio platforms
What You'll Do.
Build and maintain client relationships
Lead client meetings and reviews
Develop financial plans
Analyze financial plans
Implement financial plans
Partner with lead advisors
Coordinate with internal teams
Ensure accurate implementation
How You'll Work.
Team & Collaboration
Partner with lead advisors; Coordinate with internal teams; Work cross-functionally with advisors; Work cross-functionally with compliance; Work cross-functionally with operations
Communication Scope
Excellent communication skills
Full Job Description
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners (https://advuspartners.com) in their Winter Park, FL office. Job Summary: Advus Financial Partners is seeking 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—but prefers 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. Financial Planning & Advisory: Develop, analyze, and implement customized financial plans aligned with client goals and objectives. Advisor Support: 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. Collaboration: 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 Mic
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