Hybrid Financial Planning Consultant — Grow Client Relationships
Soteria Reinsurance Ltd.
A financial services company in Southlake, TX is seeking a Planning Consultant to enhance client relationships through exceptional financial planning. The role involves conducting planning interactions, mentoring peers, and utilizing innovative technologies to support clients' unique needs. Candidates must possess FINRA Series 7 & 66 licenses or the ability to acquire upon hire, along with a minimum of 2 years' experience in financial services. This position offers opportunities for personal development and requires a commitment to client advocacy. #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 4 days ago
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