9 jobs found in Winter Park

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a 401k Participant Education Specialist to their  Advus Financial Partners team.  Location: Remote (Must reside in FL) Job Summary: A 401(k) Participant Education Specialist teaches employees about their employer-sponsored retirement plans, focusing on enrollment, investment choices, contribution strategies, and planning for retirement, using workshops, one-on-one meetings, and digital tools to simplify complex concepts like  company match ,  loans , and  withdrawal rules , bridging the gap between plan features and participant financial wellness to boost participation and understanding.  Essential Functions: Educate on Plan Features : Explain plan rules, benefits, company matching, and enrollment processes. Provide Investment Guidance : Teach investment fundamentals, risk tolerance, and asset allocation (without...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment  Analyst to their team in Winter Park, FL. Job Summary: Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success. Essential Functions: Financial Planning Support: Assist in the preparation and refinement of comprehensive...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

Hi – we’re HUB, we’re more than an insurance broker – we’re a network of doers with diverse stories and a shared goal: to support our clients and communities. Great work happens when people come together, which is why we build teams where every voice is valued, ideas are encouraged, and growth is supported. Are you ready to launch your career in insurance brokerage? Join HUB International’s U.S. award-winning Internship Program! As an intern at HUB, you’ll be part of our collaborative culture where your contributions matter and your growth is supported. This internship is specifically designed to give you exposure to the many career opportunities within the fast-growing insurance brokerage industry. You’ll gain hands-on experience working alongside our Commercial Lines, Personal Lines, Employee Benefits, or Retirement & Private Wealth teams, learning the ins and outs of our business while exploring areas like client service, sales, and more. Throughout the program,...

The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers and Account Managers in maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Along with helping the day to day flow of the department where needed, which includes changes to accounts, mailing of policies and quoting. ·        Makes decisions on books of insurance business for which the incumbent is responsible. ·        Works closely with Account Managers, Producers and other HUB personnel on all aspects of client...

Advus Financial Partners , one of the fastest growing retirement plan consulting firms in the US, is adding an Retirement Plan Operations Specialist to their team. Job Summary: We are seeking a detail-oriented and highly organized  Operations Specialist  to join our team. This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans. This is a non-client-facing role focused on back-office support and process efficiency. Essential Functions: Process and monitor retirement plan transactions including contributions, distributions, rollovers, and plan changes. Assist advisors with plan setup, documentation, and compliance-related tasks. Ensure adherence to regulatory requirements and internal policies.  Qualifications: Bachelor’s degree in Business, Finance, Accounting, or a related field.  2–5+...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners ( https://advuspartners.com ) in their Winter Park, FL office. Job Summary: As a Client Services Associate you will support the firm’s advisors and the firm’s clients. Essential Functions: Client Operations Assistance Assist in the establishment and maintenance of client investment accounts. Assist in the fulfillment of client requests for information about their accounts. Work with investment custodians to ensure the smooth operation of client accounts. Maintain accurate client data in the firm database(s). Assist in the development and maintenance of the client Investment Policy Statement. Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits and security transfers....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their  Advus  team in Winter Park, FL. Location: Remote (Must reside in EST timezone) Job Summary: In this r ole, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.   Essential Functions: ERISA Compliance and Guidance Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards. Research and analyze complex...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...