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Investment Analyst-Private Wealth Management

Winter Park

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Research Analyst to their team in Winter Park, FL.

Job Summary:

Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success.

Essential Functions:

  • Financial Planning Support: Assist in the preparation and refinement of comprehensive financial plans tailored to high-net-worth individuals and families
  • Trading Execution: Execute equity, fixed income, mutual fund, and ETF trades across client accounts, ensuring accuracy and compliance with internal policies
  • Investment Research: Contribute to macroeconomic and security-level research efforts, including data gathering, analysis, and presentation of findings to the investment committee
  • Portfolio Monitoring: Review client portfolios for alignment with investment objectives and implement rebalancing strategies as needed
  • Reporting & Documentation: Prepare performance reports, market commentary, and client-ready materials to support advisor-client communications
  • Collaboration: Work cross-functionally with advisors, compliance, and operations teams to ensure seamless client service and investment execution

Competencies & Qualifications: 

  • Strong understanding of investment products, financial planning principles, and trading operations
  • Proficiency in Microsoft Excel and other Office applications
  • Excellent analytical, organizational, and communication skills
  • High attention to detail and ability to manage multiple tasks in a fast-paced environment
  • Experience with portfolio construction and performance attribution
  • Familiarity with macroeconomic analysis and investment manager due diligence
  • Exposure to alternative investments and advanced private wealth management
  • Experience working in a Registered Investment Advisor (RIA) environment

Education & Experience:

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field
  • Minimum of 3 years of experience in financial services, preferably in wealth management or investment advisory
  • Actively pursuing the CFA or CFP designation, preferred
  • Proficiency in financial planning/trading platforms (e.g., Black Diamond, Morningstar, Bloomberg), preferred

About Advus Financial Partners

Advus Financial Partners is a fiduciary-based Registered Investment Advisory firm headquartered in Winter Park, FL. We serve institutions, affluent families, entrepreneurs, and professionals with personalized wealth management and financial planning solutions. With over $3 billion in assets under management across our private wealth and retirement plan services platforms, we are committed to delivering best-in-class advice and service.

Our mission is to meet clients where they are and take them where they want to go—through curiosity, quality, and a relentless pursuit of excellence.

About Foundation Risk Partners

Advus Financial Partners is a wholly owned subsidiary of Foundation Risk Partners, a national insurance brokerage and consulting firm headquartered in Ormond Beach, FL. Foundation Risk Partners is comprised of industry leaders in commercial, personal, risk management, and employee benefits services. Their innovative approach and collaborative culture empower member firms like Advus to deliver exceptional results and client experiences.

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!

 

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