About this role
Financial Advisor at Foundation Risk Partners. Location: Valencia, California, United States. Role: manage book, analyze financials, present plans Requirements: FINRA Series 66 (or 63+7/6), CA driver’s license, CA life license a plus; CFP/ChFC preferred; Bachelor’s in business/finance or 4+ years in financial services; strong communication and MS Office skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Computer systems Certifications: finra series 66, california, california life insurance Commitment: Full Time Workplace: Hybrid Languages: English