Financial Planning & Advice Associate (Hybrid)

Soteria Reinsurance Ltd. is looking for a Planning and Advice Associate based in Westlake, TX. In this full-time position, you'll engage with clients about retirement and investment needs, providing guidance using Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing support for FINRA certifications. Benefits include tuition reimbursement, health insurance, and a 401(K) match.
#J-18808-Ljbffr