Financial Planning Specialist

7 days ago


Great Neck, New York, United States The Quintessential Experience Full time
About The Quintessential Experience

We are a dynamic and innovative financial services company dedicated to helping individuals, businesses, and families achieve their financial goals.

Our team of experienced professionals is committed to providing personalized service, expert advice, and innovative solutions to meet the unique needs of our clients.

We offer a comprehensive range of financial services, including:

  • Fee-Based Wealth Management: We help our clients create and implement customized investment strategies to achieve their long-term financial objectives.
  • Estate Planning: Our team of experts helps clients create comprehensive estate plans, including wills, trusts, and powers of attorney.
  • Business Planning: We provide strategic guidance and support to help businesses achieve their goals and objectives.
  • Financial and Retirement Planning: Our professionals help clients create personalized financial plans, including retirement planning, tax planning, and estate planning.

We are committed to delivering exceptional service, building long-term relationships, and helping our clients achieve financial success.

What We Offer

  • Competitive Compensation: We offer a competitive salary and bonus structure to our financial professionals.
  • Comprehensive Benefits Package: Our benefits package includes health insurance, dental insurance, vision insurance, and a 401(k) plan.
  • Professional Development Opportunities: We provide ongoing training and education to help our financial professionals stay up-to-date on the latest industry trends and best practices.
  • Flexible Work Schedule: We offer a flexible work schedule to accommodate the needs of our financial professionals.

Who We Are Looking For

  • Experienced Financial Professionals: We are seeking experienced financial professionals who are passionate about delivering exceptional service and building long-term relationships with clients.
  • Entrepreneurial Mindset: We are looking for individuals who have an entrepreneurial mindset and are eager to build a successful career in the financial services industry.
  • Strong Communication Skills: Our ideal candidate has strong communication skills, both written and verbal, and is able to effectively communicate with clients and colleagues.


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