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Financial Consultant: Client-Centered Planner

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Financial Consultant: Client-Centered Planner & Growth
A leading financial services firm in Lone Tree is looking for a Financial Consultant to engage with clients and provide personalized financial planning. You'll leverage established relationships and investment expertise to enhance clients' financial strategies. The role requires FINRA Series 7 & 66 licensing or the ability to obtain Series 66 upon hire. A competitive salary of $60,000 - $75,000 is offered, along with comprehensive benefits including tuition reimbursement and generous paid time off.
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