More jobs:
VP, Wealth Planning & Family Strategy
Job in
Sugar Land, Fort Bend County, Texas, 77479, USA
Listed on 2026-06-14
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is seeking a Vice President, Wealth Planner in Sugar Land, TX. This role focuses on driving meaningful relationships with clients by co-creating comprehensive planning and investment strategies that help achieve financial goals.
The ideal candidate will have a Bachelor's Degree, CFP, and significant experience in financial services, along with the ability to build trust and manage client relationships effectively. Strong emotional intelligence and knowledge of investment strategies are essential.
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