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Wealth Planning Consultant — Build Lifelong Relationships
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-06-15
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is seeking a Planning Consultant in Virginia Beach, VA. In this role, you'll provide a world-class planning experience to clients, leveraging your financial expertise to deepen client relationships. Your work will include joint appointments, educating clients, and using innovative tools to maximize efficiencies.
The ideal candidate will hold a FINRA Series 7 and 66, ideally have a CFP Certification, and possess strong relationship-building skills. This full-time role offers a competitive rewards package and a commitment to work-life balance.
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