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Hybrid Financial Planning Consultant: Client
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-01-12
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Grand Rapids is seeking a Planning Consultant to enhance client relationships and develop financial plans. The role emphasizes relationship building, client education, and utilizes innovative technologies. Candidates should have a minimum of two years in financial services, relevant licenses, and a strong commitment to client advocacy. This position operates in a hybrid environment, requiring onsite work every other week.
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