Soteria Reinsurance Ltd. in Salt Lake City, UT is seeking a Financial Planning Consultant to provide proactive, personalized financial planning and integrated solutions. This role requires a strong ability to build client relationships and deliver solutions aligned with clients' financial goals.
The ideal candidate brings over 5 years of experience in financial services, holds relevant certifications, and is skilled in effective communication and practice management. Strong digital tool proficiency is essential to succeed in a team-based environment.
#J-18808-LjbffrFinancial Planning Advisor: Holistic Client Guidance in salt lake city at Unknown Company
This position is listed as full time and onsite.