Financial Advisor
Foundation Risk Partners · Valencia, California, United States
- Posted
- 28 days ago
- Last confirmed live
- 3 days ago
What this role involves
Financial Advisor role managing an existing book of business and prospecting new clients, analyzing financial information to create tailored plans, providing ongoing client service, and ensuring compliance with regulations. Position is hybrid based in Valencia, CA.
Skills this posting asks for
- financial analysis
- client relationship management
- sales
- financial planning
- compliance
Requirements
- Remote policy: hybrid
From the employer’s posting
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their <a href=…
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