Soteria Reinsurance Ltd.
A financial services company is seeking a Planning Consultant in Santa Monica, CA, to provide a world-class planning experience. You will work alongside Financial Consultants to uncover planning opportunities and develop engagement strategies tailored to each client’s needs. The ideal candidate possesses strong knowledge of financial planning and is motivated to build lasting client relationships. The role offers a competitive salary and benefits package, with hybrid work arrangements requiring onsite presence every other week.
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