Hybrid Financial Planner & Client Growth Pro

Foundation Risk Partners, Corp.; Glendale (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Referral bonuses

Company perks

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Presentation skills

Time management

Networking abilities

Client needs listening

Education

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

Job description

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.