More jobs:
Financial Planning & Advice Associate; Hybrid
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-06-04
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is looking for a Planning and Advice Associate based in Westlake, TX. In this full-time position, you'll engage with clients about retirement and investment needs, providing guidance using Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing support for FINRA certifications.
Benefits include tuition reimbursement, health insurance, and a 401(K) match.
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Position Requirements
10+ Years
work experience
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