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Columbus Financial Planning Consultant – Grow Client Relationships

Soteria Reinsurance Ltd., Columbus, OH, United States


Soteria Reinsurance Ltd. seeks a Planning Consultant in Columbus, OH to enhance client relationships and provide world-class planning experiences. This role involves financial planning alongside Financial Consultants and Wealth Planners, utilizing innovative technologies for effective client engagement. Candidates must hold a FINRA Series 7 & 66 license or be able to acquire it and have a minimum of 2 years' experience in financial services. Hybrid work model with competitive salary and benefits offered.
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