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Financial Consultant

Strategic Financial Planning Consultant

Job in Bridgewater, Plymouth County, Massachusetts, 02324, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2025-12-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 105000 USD Yearly USD 70000.00 105000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Planning Consultant in Bridgewater to provide exceptional planning experiences and deepen client relationships. The role requires financial planning knowledge, relationship management, and comfort in client communication. Candidates should hold relevant licenses like Series 7 & 63, and ideally a degree in Finance or related certifications. This position offers a salary of $70,000 - $105,000, along with a comprehensive benefits package, including educational assistance and paid time off.
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