Senior Financial Advisor - Spartan Placements Llc : Job Details

Senior Financial AdvisorQUALIFICATIONS

• Bachelor's Degree in business or finance.
• 7+ years' experience as a personal financial advisor/planner
• Industry related professional designations such as CFP preferred
• The ideal candidate will possess the Series 7, 63, 65, or 66 as well as insurance licenses.
• Excellent organizational, communication, interpersonal, and computer skills required.

RESPONSIBILITIES

• Manage client relationships, including financial planning, asset management, and protection planning.
• Ensure accuracy of information in the client relationship management system.
• Act with integrity and professionalism in all client interactions.
• Prioritize client interests and use independent judgment in recommendations.
• Stay current on industry developments and maintain professional competence.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.