Client Service Advisor
Foundation Risk Partners is hiring for Client Service Advisor in Winter Park - FL. Mid level. First seen August 6, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Foundation Risk Partners
- Where
- Winter Park - FL
- Level
- Mid
- First seen
- August 6, 2026
- Listed via
- Greenhouse
What the posting says
Job Summary: The 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. Unlike 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…
Read more and apply on Foundation Risk Partners' site
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