Financial Planning Consultant & Client Relations

Soteria Reinsurance Ltd. is looking for a Planning Consultant in Peoria, AZ. In this role, you'll provide a world-class planning experience while developing an engagement strategy tailored to each client's unique needs. This position requires strong financial planning knowledge, relevant licenses (FINRA Series 7 & 63), and potentially a degree or CFP certification. A supportive work environment with competitive rewards and training opportunities is offered to help you succeed in building lasting client relationships.
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