Senior Wealth Management Advisor

6 days ago


Melville, New York, United States Spartan Placements, LLC Full time
We're seeking a dedicated Senior Financial Advisor to join our team at Spartan Placements, LLC. The ideal candidate will possess a solid foundation in finance and a proven track record of delivering high-quality services to clients. A Bachelor's Degree in Business or Finance is essential, along with 7+ years of experience as a personal financial advisor/planner. Industry-specific certifications like CFP and relevant licenses (Series 7, 63, 65, or 66, plus insurance) are highly valued. This role demands strong organizational and communication skills, as well as proficiency in computer systems. Key responsibilities include managing client relationships, providing expert advice, and maintaining accurate records. Additionally, you'll be expected to operate with professionalism, respect, and integrity. We offer an inclusive work environment where everyone has an equal chance to succeed. Compensation for this role falls within the range of $80,000 to $120,000 annually, based on location and your level of expertise.

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