Financial Planning Advisor - Hybrid Growth & Client Impact

Foundation Risk Partners, Corp.; United States; Ibrido; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, Vision, and Dental benefits

401(k) with company match

Life Insurance

Descrizione del lavoro

Foundation Risk Partners, Corp. is seeking a Financial Advisor to join the LBW team in Valencia, CA. The role is Hybrid and offers opportunities to expand your client book, deliver tailored financial plans, and grow through ongoing training and referrals.

License requirements include FINRA Series 66 at a minimum, CA driver license, and preference for CFP/ChFC. A bachelor’s degree or four years in financial services solidifies the candidate’s foundation.

Competenze

• Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services.
• FINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6
• Valid CA Drivers License is required
• California Life Insurance License is a plus
• CFP or ChFC designation preferred but not required
• Demonstrated success of maintaining a book of fee and/or commission-based clients
• Expertise in 401(k) and other qualified plans is a plus
• Proficiency with Microsoft Office Suite is required

Mansioni

• Manage and nurture an existing book of business while 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

Conoscenze

Client relationships

Communication

Networking

Financial planning

Prospecting

Time management

Formazione

Bachelor's degree in business/finance

Four years professional experience in financial services

Strumenti

Microsoft Office

Descrizione del lavoro

Foundation Risk Partners, Corp. is seeking a Financial Advisor to join the LBW team in Valencia, CA. The role is Hybrid and offers opportunities to expand your client book, deliver tailored financial plans, and grow through ongoing training and referrals.

License requirements include FINRA Series 66 at a minimum, CA driver license, and preference for CFP/ChFC. A bachelor’s degree or four years in financial services solidifies the candidate’s foundation.