Financial Planning Advisor

Foundation Risk Partners, Corp.; Burbank (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Referral bonuses

Hybrid work model

Company perks

Job summary

Foundation Risk Partners in Valencia, CA is seeking a Financial Advisor to join the LBW team in a hybrid role. The position emphasizes managing an existing client book while actively prospecting for new opportunities and delivering tailored financial plans.

You will analyze client information, present plans, implement solutions, and provide ongoing service to foster long-term relationships and company growth.

Qualifications

• Demonstrated success of maintaining a book of fee and/or commission-based clients.
• Expertise in 401(k) and other qualified plans is a plus.
• Exceptional communication, presentation, time-management, and organizational skills.
• Strong networking abilities within businesses and personal communities.
• Ability to listen to client needs and provide suitable financial solutions.

Responsibilities

• Mange and nurture an existing book of business while continuously prospecting for new clients
• Analyze client financial information and create tailored financial plans aligned with their goals
• Present financial plans to clients, discuss recommendations, and agree on next steps
• Implement financial plans and monitor performance, making adjustments as needed
• Provide ongoing client service, communication, and support to ensure long-term satisfaction
• Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities
• Contribute to developing new sales & marketing strategies
• Build and maintain strong, long-term client relationships to support retention and growth
• Coordinate referrals or consultations with other professionals as appropriate
• Comply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations
• Complete all required Continuing Education requirements
• Participate in ongoing training to stay current on the financial industry trends, regulations, and products. LBW values a commitment to lifelong learning

Skills

Client relationships

Communication

Networking

Financial planning

Sales

Education

Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA.

This is a hybrid role.

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Mange and nurture an existing book of business while continuously prospecting for new clients
• Analyze client financial information and create tailored financial plans aligned with their goals
• Present financial plans to clients, discuss recommendations, and agree on next steps
• Implement financial plans and monitor performance, making adjustments as needed
• Provide ongoing client service, communication, and support to ensure long-term satisfaction
• Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities
• Contribute to developing new sales & marketing strategies
• Build and maintain strong, long-term client relationships to support retention and growth
• Coordinate referrals or consultations with other professionals as appropriate
• Comply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations
• Complete all required Continuing Education requirements
• Participate in ongoing training to stay current on the financial industry trends, regulations, and products. LBW values a commitment to lifelong learning

Licenses, Certifications & Education:

• FINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6
• Valid CA Drivers License (Required)
• California Life Insurance License is a plus
• CFP or ChFC designation preferred but not required
• Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services

Qualifications:

• Demonstrated success of maintaining a book of fee and/or commission -based clients
• Expertise in 401(k) and other qualified plans is a plus
• Exceptional communication, presentation, time-management, and organizational skills
• Strong networking abilities within businesses and personal communities
• Ability to listen to client needs and provide suitable financial solutions