2 jobs found in Winter Park

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Service Advisor to their Independent Registered Investment Team at  Advus Financial Partners in their Winter Park, FL office. Job Summary: The Client Service Advisor (CSA) is responsible for delivering comprehensive financial planning, investment advice, and ongoing relationship management to an assigned book of clients. The CSA serves as the primary advisor for client relationships, providing personalized guidance, portfolio recommendations, retirement planning, tax-efficient wealth management strategies, and financial planning solutions. Unlike traditional advisor roles, this position does not require the advisor to prospect for new business or maintain personal production quotas. Instead, the advisor's primary focus is delivering exceptional advice and service to existing clients. Advisors who wish to pursue business development...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their LBW team in Winter Park, FL.  *While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours. Job Summary: LBW Insurance & Financial Services, a Foundation Risk Partners company, is seeking a highly organized and client-focused Client Services Associate to support our Financial Advisors and Clients. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records. This is an excellent opportunity for an individual looking to grow their career in financial services and wealth management while working in a collaborative, professional environment. Essential Functions: Assist with opening and maintaining client investment...