Service Financial Advisor

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:
• Cook up 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.
• 5–7+ 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.

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!