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Strategic Financial Planning Advisor
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-06-26
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is looking for a Financial Planning Consultant in Smithfield, RI. This role involves delivering personalized financial planning and integrated solutions. You will proactively engage with clients to help them meet their financial goals.
The ideal candidate will have a FINRA Series 7 and at least 5 years of financial services experience, including a CFP certification. The position offers opportunities to excel in a diverse and inclusive environment.
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