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Financial Consultant

Financial Planning Strategist: Client-Focused Guidance

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Planning Consultant in Jacksonville, FL to deliver a world-class planning experience while developing engaging strategies tailored to client needs. Candidates should possess relevant securities licenses and experience in financial planning. This role focuses on building client relationships and conducting consultations to enhance success. The firm offers a competitive total rewards package, robust training, and a hybrid working model, requiring onsite attendance twice a month.
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