Foundation Risk Partners
Insurance
ServiceFinancialAdvisor
“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
Applying for this Service Financial Advisor role?
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