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Wealth Planner: Build Lasting Family Financial Plans
Job in
Georgetown, Scott County, Kentucky, 40324, USA
Listed on 2026-06-26
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is seeking a Wealth Planner based in Kentucky. This role is dedicated to helping clients develop comprehensive wealth strategies while fostering deeper relationships. The ideal candidate will have a Bachelor’s degree, be preferably CFP certified, and possess strong skills in investment management and client relationship building.
You will provide personalized planning, effectively implement wealth management strategies, and ensure high levels of client satisfaction and loyalty. Required qualifications include 5+ years of financial services experience and a demonstrated ability to manage complex financial planning needs.
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