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-LjbffrVP, Wealth Planning & Family Strategy in sugar land at Unknown Company
This position is listed as full time and onsite.