Job Application for Analyst, Private Client at Foundation Risk Partners

New

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Analyst, Private Client to The Warner Companies team in their Timonium, Maryland office.

Job Summary:

Primarily responsible for financial analysis supporting comprehensive investment and financial plans. This includes research and client recommendations in the areas of retirement, investments, estate, tax, and insurance. This role relies heavily on gathering data and monitoring industry trends and communicating these internally. Additionally, this role is responsible for the implementation of recommendations once accepted by the client.

Essential Functions & Responsibilities:

To perform this job successfully, an individual must be able to perform each of these essential functions at a satisfactory level. Other essential and non-essential functions may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Research / Planning

Gather, organize, and synthesize client data within a financial planning context. Analyze and input data into various software packages.
Develop general planning recommendations for presentations. This includes cash flow models, retirement scenarios, tax calculations, education funding, and capital needs assessments.
Work with the CIO to create investment analysis and communicate recommendations to advisors for presentations. This includes more global, holistic recommendations as well as specific product selection recommendations.
Research new investment trends, strategies, and products for client applicability. Research and implement new planning techniques and processes. Maintain understanding of tax law changes as they apply to private clientele. Work with the research team to maintain recommended listing of investment products.
Research rules and regulations regarding retirement plan administration and fiduciary obligations.
Review marketing material from vendors and communicates sales ideas/marketing strategies. Handle inquiries from wholesalers about product updates.

Service

Facilitate implementation of financial and investment plans as presented by advisors.
Facilitate investment trading within client accounts as necessary. Review daily cash reports and highlights funds to be invested. Review trade confirmations and activities for accuracy.
Handle administration and reporting for company retirement plan clientele.
Collaborate as a member of the private client team. Process account service requests and troubleshoot problems. Provide advisors with details about client contact and resolution.
Update and maintain client information in CRM systems.

Minimum Requirements & Qualifications:

These describe the minimum level of qualifications needed for an individual to perform the essential functions of the position including education, licensure or certification, and any measurable, job-related experience.

Bachelor’s Degree in Economics or Finance. Designation as a CFP or MBA preferred.

A minimum of five (5) years of experience in investment/financial industry. Series 6 registrations and life/health insurance license are preferred.

Knowledge, Skills, & Abilities:

Knowledge of various account registration types, traditional and alternative investment products, variable products (incl. various annuity riders), tax law with specific emphasis on investment/insurance areas, retirement plan design and modern portfolio theory
Proficient skill in Microsoft Office products with particular emphasis on Excel
Strong business writing skills
Superior analytical and quantitative skills
Ability to demonstrate attention to detail with high degree of accuracy
Ability to multitask and prioritize a variety of activities
Ability to demonstrate a “client first” attitude
Ability to work on a team effectively
Ability to work successfully in a small company environment
Ability to understand the impact that various assumptions have on the outcome of a presentation and how variations in those assumptions impact the whole

Physical Requirements & Environmental Factors

The physical demands noted below are representative of those that will be required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please check all that apply. Time spent performing the physical activities should be indicated by the terms Never, Occasionally, Frequently or Continuous.

This position is performed in a normal office environment that includes 75% sitting and less than 10% walking and/or standing. This is a position of frequently reviewing information on a computer screen and obtaining other necessary information via the phone. 50% of the information for this position is received in written form, 50% is received orally.

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!

First Name

Last Name

Phone

Location (City)

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Are you at least 18 years of age?

Select...

If hired, can you provide proof of your legal right to work in the United States?

Select...

Will you now or in the future require sponsorship for employment?

Select...

Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future.

If you were referred by a current employee, please provide their first and last name

If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment.

Are you subject to a Non-Solicitation Agreement from your current or previous employer?

Select...

Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.)

Select...

Please select all insurance licensures you currently maintain

Life & Health

Property & Casualty

FL 2-20

FL 4-40

Other

What is you expected salary range

Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status?

Select...

If yes, you can always opt-out by replying STOP at any time.

I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms.

This position will be working in the Timonium, Maryland office 5 days a week. Are you willing to commute or relocate to this office?

Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Select...

Are you Hispanic/Latino?

Select...

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Disability Status

Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Analyst, Private Client

Apply for this job

Voluntary Self-Identification

Voluntary Self-Identification of Disability