Job summary
Company overview
The Spencer Financial Group is a financial services firm specializing in comprehensive wealth management, retirement planning, and insurance solutions for individuals, families, and businesses. The company generates revenue primarily through advisory fees, commissions on insurance products, and asset management services. Founded in 1999 and headquartered in Boston, it has built a reputation for personalized financial strategies and a client-centric approach. Notably, Spencer Financial Group partners with major financial institutions to offer a broad range of investment and insurance products. Candidates should be aware of the firm’s emphasis on long-term client relationships and its commitment to ongoing professional development for its advisors.
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