{"id":1262679,"url":"https://alion.io/job/foundationrp-client-service-advisor","title":"Client Service Advisor","company":{"id":2284298,"name":"Foundation Risk Partners","domain":"foundationrp.com","url":"https://alion.io/company/foundationrp","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":16,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-09-27T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Winter Park, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":72000,"max_usd":209000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":255},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-05-26T15:27:00Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-09-28T00:47:56Z","board_verified":true,"closed_at":null,"days_open":124,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":123},"description":"Foundation Risk Partners, 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 Advus Financial Partnersin their Winter Park, FL office.\nJob Summary:\nThe 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.\nUnlike 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.\nThis 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.\nEssential Functions:\nClient Relationship Management\nServe as the advisor for an assigned book of client relationships.\nDevelop deep knowledge of client goals, financial circumstances, family dynamics, and risk tolerances.\nConduct regular client review meetings and ongoing communications.\nEnsure clients receive a consistently high level of service and proactive advice.\nCoordinate with other specialists, including tax professionals, attorneys, insurance consultants, and retirement plan professionals, as appropriate.\nFinancial Planning\nDevelop and maintain comprehensive financial plans.\nProvide advice related to:\nRetirement planning\nCash flow planning\nEstate planning strategies\nTax-efficient investment strategies\nEducation funding\nInsurance planning\nBusiness succession planning\nExecutive compensation planning\nMonitor client progress and recommend adjustments as circumstances change.\nInvestment Advisory\nCommunicate portfolio strategy and investment recommendations to clients.\nImplement and monitor portfolio allocations in accordance with the firm's investment philosophy.\nConduct portfolio reviews and rebalancing discussions.\nExplain market developments and investment performance to clients.\nEnsure investment recommendations remain suitable and aligned with client objectives.\nClient Retention and Growth\nFoster long-term client relationships that enhance retention.\nIdentify opportunities to deepen existing relationships through additional planning and advisory services.\nCollaborate with firm leadership on client transition and succession initiatives.\nParticipate in client referrals and business development opportunities when appropriate.\nMinimum Qualifications: \nBachelor's degree in Finance, Economics, Accounting, Business, or related field.\n3-10+ years of wealth management, financial planning, or investment advisory experience.\nSeries 65 registration (or ability to obtain promptly).\nStrong understanding of:\nFinancial planning\nInvestment management\nRetirement planning\nEstate planning concepts\nTax planning strategies\nExcellent communication and relationship management skills.\nStrong analytical and problem-solving abilities.\nPreferred Qualifications:\nCFP® designation.\nCFA®, CPA/PFS, or related professional credential.\nExperience utilizing financial planning and portfolio management software.\nCompetencies:\n\nTechnical expertise in financial planning and investments.\nStrong client-facing communication skills.\nAbility to simplify complex financial concepts.\nEmpathy and relationship-building capabilities.\nHigh ethical standards and fiduciary mindset.\nStrong organizational and follow-through skills.\nAbility to work collaboratively within a team environment.\nDisclaimer:\nWhile 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.\nEqual Employment Opportunity (EEO):\nFRP 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.\nBenefits:\nFRP 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!","description_format":"text","description_chars":4759,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-09-25T21:06:41Z"}],"liveness":{"score":5,"band":"cold","label":"Long shot","p_open":1,"p_active":0.174,"p_room":0.28,"age_days":123,"expected_fill_days":17,"reasons":["conf:2","stale_co","win:tail","crowd:"],"computed_at":"2026-09-27T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/foundationrp-client-service-advisor","json_url":"https://alion.io/job/foundationrp-client-service-advisor.json","meta":{"generated_at":"2026-09-28T02:52:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1711,"day_limit":5000,"remaining_today":3289,"minute_limit":60,"resets_at":"2026-09-29T00:00:00Z"}}}