Financial Advisor
Foundation Risk Partners(4 days ago)
About this role
Foundation Risk Partners is seeking a Financial Advisor in a hybrid role located in Valencia, CA. The position offers opportunities for additional compensation, referral bonuses, and various company perks. It involves managing client relationships, creating financial plans, and maintaining industry certifications.
Required Skills
- Financial Planning
- Client Management
- Analysis
- Presentations
- Sales Strategy
Qualifications
- Series 66 license
- Valid CA Drivers License
- Bachelor’s degree or equivalent experience
About Foundation Risk Partners
foundationrp.comFoundation Risk Partners is an independent insurance brokerage and risk advisory firm that helps businesses manage commercial insurance, employee benefits, and complex risk exposures. They combine consultative brokerage, risk engineering, claims advocacy, and tailored risk-financing solutions to reduce loss and control costs across industries such as construction, real estate, manufacturing, healthcare, and professional services. Foundation Risk Partners emphasizes customized programs, carrier relationships, and proactive risk management to deliver measurable protection and continuity for clients.
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