Service Financial Advisor

Foundation Risk Partners

Winter Park, FL, US
Not specified; not specified; comprehensive health...
On-site
Strong understanding of investment products
Experience in registered investment advisor environment
Proficiency in microsoft excel and office applications
The role focuses on servicing and advising clients rather than business development

Job Summary

  • The role focuses on servicing and advising clients rather than business development.
  • FRP offers a comprehensive range of health-related benefits including medical, vision, and dental.
  • Employees receive a generous PTO policy starting at 18 days per year plus 10 paid holidays.

Matching Summary

The role focuses on servicing and advising clients rather than business development.

Salary

Not specified; Not specified; Comprehensive health benefits, 401(k) match, life insurance, STD/LTD, 18 days PTO + 12 holidays

Skills & Requirements

Must-have

  • Strong understanding of investment products
  • Experience in Registered Investment Advisor environment
  • Proficiency in Microsoft Excel and Office applications
  • Proven ability to independently manage client relationships

Nice-to-have

  • Passion for delivering high-quality financial advice
  • Excellent analytical and organizational skills
  • Ability to work in a fast-paced environment

Key Requirements

  • Bachelor's degree in Finance, Economics, or Accounting
  • 5-7+ years of experience in financial services
  • CFP designation preferred (obtained or in progress)
  • Experience with financial planning platforms like MoneyGuidePro

Work Rights

Not specified

Tailored Resume

Cover Letter