{"id":2375457,"url":"https://alion.io/job/foundation-risk-partners-financial-planning-advisor","title":"Financial Planning Advisor","company":{"id":2284298,"name":"Foundation Risk Partners","domain":"foundationrp.com","url":"https://alion.io/company/foundationrp","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":86,"open_postings":11,"ghost_share":0,"stale_share":0.364,"repost_share":0,"time_to_fill_p50_days":60,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Valencia, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":54000,"max_usd":111000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1839},"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-12T15:06:09Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-11-03T20:20:34Z","board_verified":true,"closed_at":null,"days_open":22,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":22},"description":"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.\n This is a hybrid role. \nThis role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!\nEssential Functions:\nMange and nurture an existing book of business while continuously prospecting for new clients\nAnalyze client financial information and create tailored financial plans aligned with their goals\nPresent financial plans to clients, discuss recommendations, and agree on next steps\nImplement financial plans and monitor performance, making adjustments as needed\nProvide ongoing client service, communication, and support to ensure long-term satisfaction\nPrepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities\nContribute to developing new sales & marketing strategies\nBuild and maintain strong, long-term client relationships to support retention and growth\nCoordinate referrals or consultations with other professionals as appropriate\nComply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations\nComplete all required Continuing Education requirements\nParticipate in ongoing training to stay current on the financial industry trends, regulations, and products. LBW values a commitment to lifelong learning\nLicenses, Certifications & Education:\nFINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6\nValid CA Drivers License (Required)\nCalifornia Life Insurance License is a plus\nCFP or ChFC designation preferred but not required\nBachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services\nQualifications:\nDemonstrated success of maintaining a book of fee and/or commission -based clients\nExpertise in 401(k) and other qualified plans is a plus\nExceptional communication, presentation, time-management, and organizational skills\nStrong networking abilities within businesses and personal communities\nAbility to listen to client needs and provide suitable financial solutions\nProficiency with computer systems and Microsoft Office Suite is required\nDisclaimer:\nWhile 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.\nEqual Employment Opportunity (EEO):\nFRP 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.\nBenefits:\nFRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. 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