VP, Wealth Planning & Family Strategy
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is seeking a Vice President, Wealth Planner in Sugar Land, TX. This role focuses on driving meaningful relationships with clients by co-creating comprehensive planning and investment strategies that help achieve financial goals. The ideal candidate will have a Bachelor's Degree, CFP, and significant experience in financial services, along with the ability to build trust and manage client relationships effectively. Strong emotional intelligence and knowledge of investment strategies are essential. #J-18808-Ljbffr
Vacancy posted 1 day ago
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