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:
• Manage 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