Foundations Investment Advisors - Phoenix, AZ
posted 2 months ago
Foundations Investment Advisers RIA is a rapidly growing company that provides a turn-key asset management platform to over 200 financial advisers across the country. We pride ourselves on fostering a forward-thinking culture within a fun work atmosphere that emphasizes collaboration. We are currently seeking a Business Development Sales Representative to join our team, focusing on working with our financial advisors and their clients. This role is ideal for individuals eager to launch and grow a career in financial planning. The Financial Planning team plays a crucial role in analyzing current portfolios and delivering detailed analyses to our advisors. The representative will be responsible for producing financial plans tailored to the specific needs of prospects and consulting with advisors on complex financial planning cases. This position requires a proactive approach to communication and analysis, ensuring that our advisors have the necessary information to provide the best service to their clients. As a Business Development Sales Representative, you will engage in various tasks, including reviewing financial, investment, and insurance statements, communicating with advisors to gather information for case analysis, researching suitable investments, and running analysis reports using various financial planning software platforms. This role is essential in supporting our advisors and enhancing the overall client experience.