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Financial Planning Consultant — Client Relationships
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-19
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Indianapolis
Soteria Reinsurance Ltd. is seeking a Planning Consultant in Indianapolis, IN, to provide a world-class planning experience and deepen client relationships. The role demands a strong understanding of financial planning concepts and the ability to profile client needs effectively.
The ideal candidate will have at least 2 years of financial services experience and relevant certifications. This is a full-time position requiring excellent relationship-building skills and a commitment to client success.
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