Financial Planning Advisor
Full Job Posting
Qualifications:
- Demonstrated success of maintaining a book of fee and/or commission -based clients
- Expertise in 401(k) and other qualified plans is a plus
- Exceptional communication, presentation, time-management, and organizational skills
- Strong networking abilities within businesses and personal communities
- Ability to listen to client needs and provide suitable financial solutions
- Proficiency with computer systems and Microsoft Office Suite is required
- Disclaimer:
- While 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.
- Equal Employment Opportunity (EEO):
- FRP 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.
- Benefits:
- FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Preferred Qualifications
- Expertise in 401(k) and other qualified plans is a plus
About Foundation Risk Partners
Foundation Risk Partners is one of the fastest-growing insurance brokerage and consulting firms in the United States, covering the full spectrum of commercial and personal insurance.
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