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Client-First Financial Planner; Hybrid

Remote / Online - Candidates ideally in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Soteria Reinsurance Ltd.
Full Time, Remote/Work from Home position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client-First Financial Planner (Hybrid)
A leading financial services company seeks a Financial Consultant in Connecticut. In this role, you will engage with customers face-to-face and provide personalized financial planning and investment solutions. Strong relationship-building skills and FINRA licenses are required. The position offers competitive rewards, ongoing training, and a hybrid work setup, balancing on-site and remote work. If you are driven by results and enjoy mentoring clients towards their financial goals, this is the opportunity for you.
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