Personal Finance Specialist

6 days ago


Melville, New York, United States Spartan Placements, LLC Full time
As a respected Senior Financial Advisor, you'll play a pivotal role at Spartan Placements, LLC. Your primary focus will be on delivering top-notch services to our clients, building lasting relationships, and ensuring seamless execution of tasks. To excel in this position, you should possess a deep understanding of personal finance, business, or a related field. At least 7 years of experience as a financial advisor/planner is required, alongside key certifications (CFP) and relevant licenses (Series 7, 63, 65, or 66, plus insurance). Strong technical skills, combined with excellent interpersonal and communication abilities, will serve you well in this role. You'll collaborate closely with clients, working to address their unique needs while maintaining a proactive approach. Integrity, professionalism, and empathy are vital qualities for success in this position. Our organization strives to foster a fair and inclusive environment where everyone can thrive. In return for your hard work, we offer competitive compensation ranging from $80,000 to $120,000 annually, depending on factors such as location and qualifications.

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