Client Service Advisor at Foundation Risk Partners

Winter Park - FLFull-timeAccount ManagementPosted about 2 months ago

About the Role

<a href="https://foundationrp.com/">Foundation Risk Partners</a>, 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 <a href="https://advuspartners.com">Advus Financial Partners</a> 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 opportunities may do so and may receive additional compensation for assets and clients they originate. This role provides a career path for technically proficient professionals who possess strong planning and advisory skills and are passionate about serving clients, regardless of their sales experience. Essential Functions: Client Relationship Management <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Serve as the advisor for an assigned book of client relationships.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Develop deep knowledge of client goals, financial circumstances, family dynamics, and risk tolerances.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct regular client review meetings and ongoing communications.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ensure clients receive a consistently high level of service and proactive advice.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Coordinate with other specialists, including tax professionals, attorneys, insurance consultants, and retirement plan professionals, as appropriate.</li> </ul> Financial Planning <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Develop and maintain comprehensive financial plans.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Provide advice related to:</li> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Retirement planning</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Cash flow planning</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Estate planning strategies</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Tax-efficient investment strategies</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Education funding</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Insurance planning</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Business succession planning</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Executive compensation planning</li> </ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Monitor client progress and recommend adjustments as circumstances change.</li> </ul> Investment Advisory <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Communicate portfolio strategy and investment recommendations to clients.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Implement and monitor portfolio allocations in accordance with the firm's investment philosophy.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct portfolio reviews and rebalancing discussions.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Explain market developments and investment performance to clients.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ensure investment recommendations remain suitable and aligned with client objectives.</li> </ul> Client Retention and Growth <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Foster long-term client relationships that enhance retention.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Identify opportunities to deepen existing relationships through additional planning and advisory services.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Collaborate with firm leadership on client transition and succession initiatives.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Participate in client referrals and business development opportunities when appropriate.</li> </ul> Minimum Qualifications:  <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Bachelor's degree in Finance, Economics, Accounting, Business, or related field.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">3-10+ years of wealth management, financial planning, or investment advisory experience.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Series 65 registration (or ability to obtain promptly).</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong understanding of:</li> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Financial planning</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Investment management</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Retirement planning</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Estate planning concepts</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Tax planning strategies</li> </ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent communication and relationship management skills.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong analytical and problem-solving abilities.</li> </ul> Preferred Qualifications: <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">CFP® designation.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">CFA®, CPA/PFS, or related professional credential.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience utilizing financial planning and portfolio management software.</li> </ul> Competencies: <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Technical expertise in financial planning and investments.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong client-facing communication skills.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to simplify complex financial concepts.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Empathy and relationship-building capabilities.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">High ethical standards and fiduciary mindset.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong organizational and follow-through skills.</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to work collaboratively within a team environment.</li> </ul><div class="content-conclusion">Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!  </div>

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