Financial Planning Consultant - Build Client Relationships

Soteria Reinsurance Ltd. is seeking a Planning Consultant in Salt Lake City, UT, to provide a world-class planning experience. The role involves working with clients to deepen relationships and develop tailored strategies through effective financial planning. Candidates should possess FINRA licenses (Series 7 & 63) and experience in financial services. This full-time, hybrid position allows you to balance onsite and remote work while contributing to client success with a supportive team environment.
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