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.
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!