layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Financial Planning Advisor
Valencia, California, United States
Source: Foundation Risk Partners careers · View original posting
Employer job description
From Foundation Risk Partners's posting. “We” and “our” refer to the employer.
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