On-Site Workplace Financial Advisor (Milwaukee/Madison)
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is seeking a Workplace Financial Consultant in Milwaukee/Madison, WI, to engage directly with clients on financial matters. In this role, you will provide personalized financial planning through workshops and one-on-one meetings, ensuring financial well-being for participants. The ideal candidate will have at least 3 years of experience in financial services and hold Series 7 and 66 certifications. This position involves working closely with local employers to drive participant engagement in their financial programs. #J-18808-Ljbffr
Vacancy posted 2 days ago
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