Service Financial Advisor

Foundation Risk Partners•Winter Park, FL

7d•Onsite

About The Position

Foundation Risk Partners is seeking a motivated, detail-oriented Service Financial Advisor to join their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office. 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.

Requirements

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 Microsoft Excel and other Microsoft Office applications.
Excellent analytical, organizational, and communication skills.
High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
Bachelor’s degree in Finance, Economics, Accounting, or a related field.
5–7+ years of experience in financial services, preferably in wealth management or investment advisory.

Nice To Haves

CFP® designation (obtained or in progress)
Experience with financial planning and portfolio platforms (e.g., MoneyGuidePro, Black Diamond, Morningstar, Bloomberg)

Responsibilities

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.
Develop, analyze, and implement customized financial plans aligned with client goals and objectives.
Partner with lead advisors to prepare and refine comprehensive financial plans for high-net-worth individuals and families.
Coordinate with internal teams (operations, portfolio management, etc.) to ensure accurate, timely implementation of financial strategies.
Work cross-functionally with advisors, compliance, and operations teams to deliver seamless client service and consistent execution.