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Financial Planning & Advice Associate; Hybrid

Job in Smithfield, Providence County, Rhode Island, 02917, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning & Advice Associate (Hybrid)

Soteria Reinsurance Ltd. seeks a Planning and Advice Associate in Smithfield, RI. You will engage with workplace and personal investment customers, providing guidance on retirement and investment needs.

This role involves developing client relationships through structured training and support for licensing. Strong communication and consultative skills are essential within a hybrid work setting. The position offers a range of benefits, including tuition reimbursement and health insurance.

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Position Requirements
10+ Years work experience
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