About the role

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
Proficiency with computer systems and Microsoft Office Suite is required

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$50,000—$150,000 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Skills & Tags

go ai product design marketing sales

Aplyr's read

Foundation Risk Partners is a dynamic insurance brokerage offering innovative risk management solutions, attracting professionals passionate about client-focused service across diverse industries.
Synthesized from recent postings & public sources

What's promising

•Strong growth trajectory in the insurance brokerage sector.
•Diverse roles available, from entry-level to senior management.
•Focus on innovative risk management solutions for varied industries.

What to watch

•High competition in the insurance brokerage market.
•Limited public information about company culture and employee satisfaction.
•Potential for role overlap due to frequent hiring of similar positions.

Why Foundation Risk Partners

•Emphasis on comprehensive risk management across multiple industries.
•National presence allows for broad client engagement and opportunities.
•Combines traditional brokerage services with modern risk management strategies.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Foundation Risk Partners

Foundation Risk Partners

foundationrp.com

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Foundation Risk Partners is a national insurance brokerage and risk management firm that provides innovative solutions to clients across various industries.