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Hybrid Financial Consultant — Client-First Planner

  • ... Posted on: Mar 26, 2026
  • ... Soteria Reinsurance Ltd.
  • ... Larkspur, Colorado
  • ... Salary: Not Available
  • ... Full-time

Hybrid Financial Consultant — Client-First Planner   

Job Title :

Hybrid Financial Consultant — Client-First Planner

Job Type :

Full-time

Job Location :

Larkspur Colorado United States

Remote :

No

Jobcon Logo Job Description :

A leading financial services firm in Marin, CA seeks a Financial Consultant to engage customers face-to-face, providing personalized planning and complex financial solutions. The ideal candidate should have strong relationship-building skills and be licensed in FINRA Series 7 & 63, with a passion for customer success. This role offers a competitive salary of $55,000 - $75,000, with additional benefits including health care and educational assistance. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 26, 2026

Reference Number:

14660_EEA330A6C7C473E731DA8931014066E2

Employment:

Full-time

Salary:

Not Available

City:

Larkspur

Job Origin:

APPCAST_CPC

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A leading financial services firm in Marin, CA seeks a Financial Consultant to engage customers face-to-face, providing personalized planning and complex financial solutions. The ideal candidate should have strong relationship-building skills and be licensed in FINRA Series 7 & 63, with a passion for customer success. This role offers a competitive salary of $55,000 - $75,000, with additional benefits including health care and educational assistance. #J-18808-Ljbffr

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