2 client director jobs found in Winter Park, FL

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Chief Compliance Officer to their team  at Advus Financial Partners in the Orlando Metro Region.  Job Summary: The Chief Compliance Officer ("CCO") is responsible for the design, implementation, administration, and supervision of the firm's comprehensive compliance program. The CCO serves as the primary leader responsible for promoting a culture of compliance, managing regulatory risk, and ensuring adherence to applicable federal and state securities laws and regulations. Managing approximately $4 billion in client assets, Advus seeks an experienced compliance executive who can provide strategic leadership, regulatory expertise, and practical business guidance. The CCO will work closely with executive leadership, legal counsel, operations, technology, and advisory personnel to support the firm's growth while maintaining the highest standards...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at  Advus Financial Partners  in their Winter Park, FL office. Job Summary: Advus Financial Partners is seeking a motivated, detail-oriented Service Financial Advisor with a strong foundation in financial services and a passion for delivering high-quality financial and investment advice.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. Essential Functions: Client Relationship Management: Build and maintain strong,...