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Foundation Risk Partners

Service Financial Advisor

Foundation Risk Partners · Winter Park

Posted about 3 months ago

or apply directly on Foundation Risk Partners's site. We never take the application ourselves.

Is this posting real?

This role has been open
80 days
Foundation Risk Partners's roles stay open a median of 81 days
Reposted
No
Salary listed
No
0% of Foundation Risk Partners's roles list one
Ghost-job risk at Foundation Risk Partners
high
60 stale, 4 reposted of 60 open
Hiring momentum
96 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-23

Measured from postings appearing on and disappearing from Foundation Risk Partners's own greenhouse board since 2026-08-03. Full hiring picture for Foundation Risk Partners.

About this role

The Service Financial Advisor at Advus Financial Partners focuses on managing client relationships and delivering tailored financial and investment advice. This role involves developing customized financial plans, coordinating with internal teams for strategy implementation, and ensuring a high-quality client experience. The advisor will primarily service existing clients rather than engage in business development activities.

Our read on this posting2.4out of 5
benefits
3/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Foundation Risk Partners as an employer.

What you need

  • Strong understanding of investment products and financial planning principles
  • Proven ability to independently manage client relationships
  • Experience working within a Registered Investment Advisor (RIA) environment
  • Proficiency in Microsoft Excel and other Microsoft Office applications
  • Excellent analytical, organizational, and communication skills
  • High attention to detail with the ability to manage multiple priorities in a fast-paced environment

Nice to have

  • CFP® designation (obtained or in progress)
  • Experience with financial planning and portfolio platforms (e.g., MoneyGuidePro, Black Diamond, Morningstar, Bloomberg)

What you get

  • Comprehensive range of health-related benefit options including medical, vision, and dental
  • 401(k) with company match
  • Company paid life insurance
  • Short-term and long-term disability insurance
  • Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays

Worth weighing

  • Focus is on servicing and advising rather than business development, which may limit opportunities for sales-oriented professionals
  • Experience level required is quite high (5-7+ years), which may not be suitable for entry-level candidates

Summarised from Foundation Risk Partners's posting. Read the full original.

Listed by Foundation Risk Partners on their greenhouse job board, last confirmed open on 2026-10-23. PitchMeAI is not the employer.

More roles at Foundation Risk Partners

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