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Financial advisor Jobs in Orlando, FL

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Financial advisor • orlando fl

Last updated: 9 hours ago

Service Financial Advisor

Foundation Risk PartnersWinter Park, FL, United States
Full-time

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Adv... Show more

Financial Advisor - First Horizon Bank

LPL FinancialOrlando, FL, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at First Horizon Bank in Orlando, FL would allow you to join the Investm... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Fern Park, Florida, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Financial Advisor, Truist Investment Services, Orlando, FL

SunTrust Investment Services, Inc.Orlando, FL, United States
Full-time +2

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

Financial Analyst

Insurance Office of AmericaOrlando, FL, US
$65,000.00 yearly
Full-time

Must have 2+ years of financial related experience.Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Pine Castle, Florida, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Orlando, Florida, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Lockhart, Florida, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Financial Analyst

YMCA of Central FloridaOrlando, FL, United States
Full-time

You're a curious, analytical professional who enjoys turning data into meaningful insights and helping drive better business decisions.You thrive in a collaborative environment, have a strong atten... Show more

Financial Advisor

First Command Financial Services, Inc.Orlando, FL, US
Full-time

Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more

Financial Advisor

Moors & CabotWinter Park, FL, United States
Full-time

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base.This results-driven role will be responsible for designing and... Show more

Financial Advisor

Northwestern MutualOrlando, FL, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Conway, Florida, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Financial Planner

New York Life Insurance - Orlando, FLOrlando, FL, US
$120,000.00 yearly
Full-time

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed ... Show more

Financial Advisor

Corporate SynergiesWinter Park, FL, United States
Full-time

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Adv... Show more

 • New!

Remote Financial Advisor (CFA or CFP)

Micro1Winter Park, Florida, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Financial Advisor, Truist Investment Services, Orlando, FL

TruistOrlando, FL, United States
Full-time

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

Financial Analyst

V2XOrlando, FL, United States
Full-time

Financial Analyst - Orlando, Florida.Working across the globe, V2X builds smart solutions designed to integrate physical and digital infrastructure from base to battlefield.We bring 120 years of su... Show more

Senior Advisor

Alakaina Family of CompaniesOrlando, FL, United States
Full-time

Bering-Alaka`ina Holdings (BAH) has a potential need for a Senior Advisor to provide support for our government customer in Orlando, FL.Description of Responsibilities:.Maintain an understanding of... Show more

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Service Financial Advisor

Service Financial Advisor

Foundation Risk PartnersWinter Park, FL, United States
30+ days ago
Job type
  • Full-time
Job description

Service Financial Advisor

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office.

Advus Financial Partners is seeking a motivated, detail-oriented Service Financial Advisor with a strong foundation in financial services and a passion for delivering high-quality financial and investment advice. This role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementationbut prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.

Essential Functions

  • Client Relationship Management: Build and maintain strong, long-term client relationships through proactive communication and service. Lead client meetings and reviews, including financial plan updates and investment consultations.
  • Financial Planning & Advisory: Develop, analyze, and implement customized financial plans aligned with client goals and objectives.
  • Advisor Support: Partner with lead advisors to prepare and refine comprehensive financial plans for high-net-worth individuals and families.
  • Execution & Operations: Coordinate with internal teams (operations, portfolio management, etc.) to ensure accurate, timely implementation of financial strategies.
  • Collaboration: Work cross-functionally with advisors, compliance, and operations teams to deliver seamless client service and consistent execution.

Minimum Qualifications

  • 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.

Education & Experience

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 57+ years of experience in financial services, preferably in wealth management or investment advisory.
  • CFP designation (obtained or in progress), preferred.
  • Experience with financial planning and portfolio platforms (e.g., MoneyGuidePro, Black Diamond, Morningstar, Bloomberg), preferred.

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!