Junior Financial Advisor
Foundation Risk Partners, Winter Park, FL, United States
Junior Financial Advisor
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Junior Financial Advisor to their Advus Financial Partners team in Winter Park, FL. Advus Financial Partners is seeking a motivated and detail-oriented Junior Financial Advisor 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 a senior advisor and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The advisor will also be expected to quickly learn and adapt to a variety of financial planning 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 financial plans tailored to high-net-worth individuals and families Trading Execution: Execute equity, fixed income, mutual fund, and ETF trades across client accounts, ensuring accuracy and compliance with internal policies Investment Research: Contribute to macroeconomic and security-level research efforts, including data gathering, analysis, and presentation of findings to the investment committee Portfolio Monitoring: Review client portfolios for alignment with investment objectives and implement rebalancing strategies as needed Reporting & Documentation: Prepare performance reports, market commentary, and client-ready materials to support advisor-client communications Collaboration: Work cross-functionally with advisors, compliance, and operations teams to ensure seamless client service and investment execution Competencies & Qualifications: Strong understanding of investment products, financial planning principles, and trading operations Proficiency in Microsoft Excel and other Office applications Excellent analytical, organizational, and communication skills High attention to detail and ability to manage multiple tasks in a fast-paced environment Experience with portfolio construction and performance attribution Familiarity with macroeconomic analysis and investment manager due diligence Exposure to alternative investments and advanced private wealth management Experience working in a Registered Investment Advisor (RIA) environment Education & Experience: Bachelor's degree in Finance, Economics, Accounting, or a related field Minimum of 3 years of experience in financial services, preferably in wealth management or investment advisory Actively pursuing the CFA or CFP designation, preferred Proficiency in financial planning/trading platforms (e.g., Moneyguide Pro, Black Diamond, Morningstar, Bloomberg), preferred About Foundation Risk Partners: Advus Financial Partners is a wholly owned subsidiary of Foundation Risk Partners, a national insurance brokerage and consulting firm headquartered in Ormond Beach, FL. Foundation Risk Partners is comprised of industry leaders in commercial, personal, risk management, and employee benefits services. Their innovative approach and collaborative culture empower member firms like Advus to deliver exceptional results and client experiences.
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Junior Financial Advisor to their Advus Financial Partners team in Winter Park, FL. Advus Financial Partners is seeking a motivated and detail-oriented Junior Financial Advisor 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 a senior advisor and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The advisor will also be expected to quickly learn and adapt to a variety of financial planning 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 financial plans tailored to high-net-worth individuals and families Trading Execution: Execute equity, fixed income, mutual fund, and ETF trades across client accounts, ensuring accuracy and compliance with internal policies Investment Research: Contribute to macroeconomic and security-level research efforts, including data gathering, analysis, and presentation of findings to the investment committee Portfolio Monitoring: Review client portfolios for alignment with investment objectives and implement rebalancing strategies as needed Reporting & Documentation: Prepare performance reports, market commentary, and client-ready materials to support advisor-client communications Collaboration: Work cross-functionally with advisors, compliance, and operations teams to ensure seamless client service and investment execution Competencies & Qualifications: Strong understanding of investment products, financial planning principles, and trading operations Proficiency in Microsoft Excel and other Office applications Excellent analytical, organizational, and communication skills High attention to detail and ability to manage multiple tasks in a fast-paced environment Experience with portfolio construction and performance attribution Familiarity with macroeconomic analysis and investment manager due diligence Exposure to alternative investments and advanced private wealth management Experience working in a Registered Investment Advisor (RIA) environment Education & Experience: Bachelor's degree in Finance, Economics, Accounting, or a related field Minimum of 3 years of experience in financial services, preferably in wealth management or investment advisory Actively pursuing the CFA or CFP designation, preferred Proficiency in financial planning/trading platforms (e.g., Moneyguide Pro, Black Diamond, Morningstar, Bloomberg), preferred About Foundation Risk Partners: Advus Financial Partners is a wholly owned subsidiary of Foundation Risk Partners, a national insurance brokerage and consulting firm headquartered in Ormond Beach, FL. Foundation Risk Partners is comprised of industry leaders in commercial, personal, risk management, and employee benefits services. Their innovative approach and collaborative culture empower member firms like Advus to deliver exceptional results and client experiences.