Hybrid Financial Advisor: Client Planning & Growth
$50k - $150kFoundation Risk Partners
Foundation Risk Partners is looking for a Financial Advisor to join their LBW team in Valencia, California. This hybrid role offers the opportunity to manage a book of business and create personalized financial plans for clients. Key responsibilities include client relationship management and compliance with industry regulations. Candidates must have a FINRA Series 66 license (or equivalent), and a bachelor's degree in a related field is preferred. The salary ranges from $50,000 to $150,000 USD, along with a range of benefits including health insurance and a retirement plan. #J-18808-Ljbffr Foundation Risk Partners
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...Financial Advisor Foundation Risk Partners, one of the fastest... ..., CA. This is a hybrid role. This role is... ...continuously prospecting for new clients Analyze client... ...tailored financial plans aligned with their goals... ...support retention and growth Coordinate...SuggestedWork at officeLocal area- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...wealth management, including planning for retirement, education, legacy... ...and Wealth Management Client Associates help clients pursue... ...portfolios and driving growth Proven relationship building...SuggestedWork at officeShift workDay shift
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