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Financial Planning Advisor

Foundation Risk Partners logoFoundation Risk PartnersValencia, California, United StatesListed 2w ago
Apply on Foundation Risk Partners (shows the role here)Before you apply: what we know about Foundation Risk Partners

The posting

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

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!

Taken from Foundation Risk Partners's own posting, last seen live on 2 Nov 2026.

Apply on Foundation Risk Partners (shows the role here)

The application

Your details and CV, then 12 questions (1 written).

Have readyCVCover letter (optional)
  1. 1.
    Do you currently hold one of the following FINRA licenses? Series 66, or Series 7 and Series 63, or Series 6 and Series 63Short answer
  2. 2.
    Are you at least 18 years of age?Yes or no
  3. 3.
    If hired, can you provide proof of your legal right to work in the United States?Yes or no
  4. 4.
    Will you now or in the future require sponsorship for employment?Yes or no
  5. 5.
    Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future.Short answer · optional
  6. 6.
    If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment.Written answer · optional
  7. 7.
    Are you subject to a Non-Solicitation Agreement from your current or previous employer?Yes or no
  8. 8.
    Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.)Yes or no
  9. 9.
    Please select all insurance licensures you currently maintainPick any: Life & Health · Property & Casualty · FL 2-20 · FL 4-40 · Other · optional
  10. 10.
    What is your expected salary rangeShort answer
  11. 11.
    Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status?Yes or no
  12. 12.
    I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on thShort answer

From Foundation Risk Partners's apply page, checked 2 Nov 2026.

About Foundation Risk Partners

Commercial property and casualty, employee benefits, personal lines, executive life and disability, and retirement and wealth advice, placed through a network of local partner agencies for businesses, employers and families across the US.

Pay schedule: Salaried, with the band described as one part of total pay; producer postings mention referral bonuses and additional compensation without a stated commission plan, and benefits include medical, dental, vision, a matched 401(k) and paid time off starting at 18 days.

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