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Financial Planning Advisor: Holistic Client Guidance
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-07-06
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Soteria Reinsurance Ltd. in Salt Lake City, UT is seeking a Financial Planning Consultant to provide proactive, personalized financial planning and integrated solutions. This role requires a strong ability to build client relationships and deliver solutions aligned with clients' financial goals.
The ideal candidate brings over 5 years of experience in financial services, holds relevant certifications, and is skilled in effective communication and practice management. Strong digital tool proficiency is essential to succeed in a team-based environment.
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