3 data consultant 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 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 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...

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...