Financial Advisor
Foundation Risk Partners · Valencia, California, United States
Posted about 3 months ago
or apply directly on Foundation Risk Partners's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days Foundation Risk Partners's roles stay open a median of 81 days
- Reposted
- No
- Salary listed
- No 0% of Foundation Risk Partners's roles list one
- Ghost-job risk at Foundation Risk Partners
- high 60 stale, 4 reposted of 60 open
- Hiring momentum
- 96 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-23
Measured from postings appearing on and disappearing from Foundation Risk Partners's own greenhouse board since 2026-08-03. Full hiring picture for Foundation Risk Partners.
About this role
As a Financial Advisor at Foundation Risk Partners, you will manage and nurture an existing book of business while actively seeking new clients. Your day-to-day tasks will include analyzing client financial information, creating tailored financial plans, presenting these plans, and providing ongoing client support. You will also participate in training and comply with industry regulations to ensure the best service for your clients.
- benefits
- 3/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Foundation Risk Partners as an employer.
What you need
- FINRA Series 66 license or a combination of Series 63 and Series 7 or Series 6
- Valid CA Drivers License
- Demonstrated success of maintaining a book of fee and/or commission-based clients
- Exceptional communication, presentation, time-management, and organizational skills
- Proficiency with computer systems and Microsoft Office Suite
- Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services
Nice to have
- California Life Insurance License
- CFP or ChFC designation
- Expertise in 401(k) and other qualified plans
What you get
- Comprehensive range of health-related benefit options including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance
- Short-term and long-term disability insurance
- Generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays
Worth weighing
- Hybrid role may require balancing in-office and remote work
- Salary range is broad and may vary significantly based on performance and experience
- Ongoing training and compliance with regulations are required, indicating a potentially high-pressure environment
Summarised from Foundation Risk Partners's posting. Read the full original.
Listed by Foundation Risk Partners on their greenhouse job board, last confirmed open on 2026-10-23. PitchMeAI is not the employer.
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