Financial Advisor
Valenciaonsite
via Greenhouse
About this 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…
Read the full description on Foundationriskpartners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Valencia. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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