Holistic Financial Planning Consultant

Soteria Reinsurance Ltd.; Covington (KY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits offerings

Diverse and inclusive workplace

Continuous training and professional development

Job summary

Soteria Reinsurance Ltd. is seeking a Financial Planning Consultant based in Covington, KY. The ideal candidate will provide personalized financial solutions and proactive planning to support clients reaching their financial goals. A minimum of 5 years in financial services is required along with essential certifications such as CFP and FINRA licenses.

Applicants must demonstrate strong communication and management skills to drive impactful client outcomes. Join a team dedicated to enhancing financial well-being and engaging clients effectively.

Qualifications

• Minimum of 5 years of previous financial services experience.
• Managed solutions experience preferred.
• Ability to deliver high-quality client experience.

Responsibilities

• Lead consultative conversations with clients.
• Strengthen client confidence through guidance.
• Adapt advice according to client goals and life stages.

Skills

Strong written communication skills

Interpersonal communication skills

Experience running guidance appointments

Practice Management

Digital advice tools proficiency

Education

Certified Financial Planner (CFP)

FINRA Series 7

FINRA Series 63 or 65 or Series 66

Insurance License

Job description

Soteria Reinsurance Ltd. is seeking a Financial Planning Consultant based in Covington, KY. The ideal candidate will provide personalized financial solutions and proactive planning to support clients reaching their financial goals. A minimum of 5 years in financial services is required along with essential certifications such as CFP and FINRA licenses.

Applicants must demonstrate strong communication and management skills to drive impactful client outcomes. Join a team dedicated to enhancing financial well-being and engaging clients effectively.