Financial Advisor at Foundation Risk Partners

<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a href="https://foundationrp.com/"><strong>Foundation Risk Partners</strong></a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their&nbsp;<a href="http://www.lbwinsurance.com/">LBW </a>team in Valencia, CA. <br><br></strong></span><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">This is a hybrid role.&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!</span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Essential Functions:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Mange and nurture an existing book of business while continuously prospecting for new clients</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Analyze client financial information and create tailored financial plans aligned with their goals</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Present financial plans to clients, discuss recommendations, and agree on next steps</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Implement financial plans and monitor performance, making adjustments as needed</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Provide ongoing client service, communication, and support to ensure long-term satisfaction</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Contribute to developing new sales &amp; marketing strategies</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Build and maintain strong, long-term client relationships to support retention and growth</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Coordinate referrals or consultations with other professionals as appropriate</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Comply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Complete all required Continuing Education requirements</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Participate in ongoing training to stay current on the financial industry trends, regulations, and products. LBW values a commitment to lifelong learning</span></li> </ul> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Licenses, Certifications &amp; Education:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">FINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Valid CA Drivers License (Required)</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">California Life Insurance License is a plus</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">CFP or ChFC designation preferred but not required</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services</span></li> </ul> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Qualifications:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Demonstrated success of maintaining a book of fee and/or commission -based clients</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Expertise in 401(k) and other qualified plans is a plus</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Exceptional communication, presentation, time-management, and organizational skills</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong networking abilities within businesses and personal communities</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to listen to client needs and provide suitable financial solutions</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Proficiency with computer systems and Microsoft Office Suite is required</span></li> </ul> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><span class="ui-provider ey blo qt blp blq blr bls blt blu blv blw blx bly blz bma bmb bmc bmd bme bmf bmg bmh bmi bmj bmk bml bmm bmn bmo bmp bmq bmr bms bmt bmu">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.</span></p></div><div class="title">Pay Transparency Range</div><div class="pay-range"><span>$50,000</span><span class="divider">&mdash;</span><span>$150,000 USD</span></div></div></div><div class="content-conclusion"><p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Disclaimer:</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Equal Employment Opportunity (EEO):</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Benefits: </span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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 &amp; 2 floating holidays!</span></p> <p>&nbsp;</p></div>