Financial Planning Advisor

Foundation Risk Partners, Corp.; Glendale (CA); Híbrido; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Referral bonuses

Company perks

Descripción de la vacante

Foundation Risk Partners, Corp. in Valencia, CA, seeks a Financial Advisor to join the LBW team in a hybrid capacity. You will manage an existing book and prospect new clients, analyze financial information, and present tailored plans.

The role emphasizes ongoing client service, education, and collaboration with professionals to grow the practice. The ideal candidate holds a Series 66 (or equivalent), a CA driver's license, and a degree in business/finance, with CFP/ChFC preferred.

Formación

• Bachelor’s degree in business, finance, sales, marketing or related field is required or four years of financial services experience accepted in lieu.
• FINRA Series 66 license or equivalent (63+7 or 6) required or preferred.
• California Life Insurance license is a plus.
• CFP or ChFC designation preferred but not required.

Responsabilidades

• Manage and nurture an existing book of business today while prospecting for new clients.
• Analyze client financial information and create tailored financial plans aligned with 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 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 and 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 Continuing Education requirements and participate in ongoing training.

Conocimientos

Communication skills

Presentation skills

Time management

Networking abilities

Client needs listening

Educación

Bachelor’s degree in business, finance, sales, marketing or related field

Minimum of four years of professional experience in financial services

FINRA Series 66 license (minimum)

California Driver's License

CFP or ChFC designation preferred

Descripción del empleo

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