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Financial Planning Consultant - Build Client Relationships
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-01-24
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company located in Chesterfield, MO seeks a Planning Consultant. In this role, you will provide a world-class planning experience, develop engagement strategies, and collaborate with Financial Consultants. Candidates must have FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses required upon hire. Experience in financial planning is preferred. The successful candidate will thrive in building long-lasting client relationships while working within a supportive training environment.
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