About this role
Service Financial Advisor at Foundation Risk Partners. Location: Winter Park, Florida, United States. Role: Client relationships, Financial planning, Advisor support Requirements: 5–7+ years financial services experience; wealth management/RIAs; relationship management; strong Excel; attention to detail. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Office, MoneyGuidePro, Black Diamond, Morningstar, Bloomberg Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English