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Hybrid Planning Consultant: Client Relationships
Job in
Santa Monica, Los Angeles County, California, 90403, USA
Listed on 2026-01-12
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking a Planning Consultant in Santa Monica, CA, to provide a world-class planning experience. You will work alongside Financial Consultants to uncover planning opportunities and develop engagement strategies tailored to each client’s needs. The ideal candidate possesses strong knowledge of financial planning and is motivated to build lasting client relationships. The role offers a competitive salary and benefits package, with hybrid work arrangements requiring onsite presence every other week.
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