Hybrid Financial Planner for Growth and Client Impact

Foundation Risk Partners, Corp.; California, United States, Northern America, Americas; Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Company paid life insurance

Short-term disability (STD)

Long-term disability (LTD)

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners is seeking a Financial Advisor to join the LBW team in Valencia, CA. This hybrid role focuses on managing an existing book of business while prospecting for new clients and delivering customized financial plans.

You will analyze client data, present plans, implement recommendations, and provide ongoing service to ensure satisfaction and growth. A strong license/certification and a degree or equivalent experience are required.

Qualifications

• Minimum FINRA Series 66 license (or a combination of Series 63 and Series 7 or Series 6).
• Valid CA Driver's License required.
• California Life Insurance License is a plus.
• Bachelor’s degree in business, finance, sales, marketing or related field, OR four years of professional experience in financial services.

Responsibilities

• Manage and nurture an existing book of business while prospecting for new clients.
• Analyze client financial information and create tailored financial plans.
• 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 for 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 long-term client relationships to support retention and growth.
• Coordinate referrals with other professionals as appropriate.
• Comply with all regulations and complete required Continuing Education.

Skills

Book of business management

Financial planning

Client presentations

Education

Bachelor’s degree or equivalent experience

FINRA Series 66 license (or 63 + 7/6)

California Life Insurance license

CFP or ChFC designation (preferred)

Job description

Foundation Risk Partners is seeking a Financial Advisor to join the LBW team in Valencia, CA. This hybrid role focuses on managing an existing book of business while prospecting for new clients and delivering customized financial plans.

You will analyze client data, present plans, implement recommendations, and provide ongoing service to ensure satisfaction and growth. A strong license/certification and a degree or equivalent experience are required.