Strategic Financial Planning Advisor

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

Benefits offered by this job

Diverse and inclusive workplace

Industry-leading tools and training

Benefits packages for associates

Job summary

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.

Qualifications

• Minimum of 5 years of previous financial services experience.
• Ability to deliver high-quality client experience.
• Proven practice management skills that drive business results.

Responsibilities

• Lead consultative conversations to understand clients’ financial needs.
• Deliver personalized, end-to-end financial planning and advice.
• Engage clients virtually and manage their financial plans.

Skills

Strong written communication skills

Practice Management skills

Fluency with digital advice tools

Interpersonal communication skills

Education

FINRA Series 7

FINRA Series 63 and 65 or Series 66 licensed

Certified Financial Planner (CFP)

Tools

Investment management software

Financial planning tools

Job description

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.