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Soteria Reinsurance Ltd.

Hybrid Financial Planning Consultant: Client Growth

Soteria Reinsurance Ltd., Grand Rapids, Michigan, us, 49528

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A leading financial services firm in Grand Rapids is seeking a Planning Consultant to enhance client relationships and develop financial plans. The role emphasizes relationship building, client education, and utilizes innovative technologies. Candidates should have a minimum of two years in financial services, relevant licenses, and a strong commitment to client advocacy. This position operates in a hybrid environment, requiring onsite work every other week. #J-18808-Ljbffr