Open Roles:

Spartan Wealth Management is seeking a wealth manager, responsible for building and servicing a book of business as well as supporting lower-tier clients of senior advisors, eventually acquiring those clients as senior advisor grows.

Duties and Responsibilities

  • Building financial practice through effective sales techniques
  • Participating in firm’s marketing strategy to grow practice
  • Providing world-class service to existing clients and leveraging partners to provide service as needed
  • Effectively servicing lower-tier clients of senior advisors with expectation of eventual acquisition as senior advisor grows business
  • Build and implement financial plans with clients as part of a holistic wealth management philosophy
  • Remaining current with constant changes to financial services industry, including legislative and regulatory changes

Education and Experience

  • At least two years of industry experience preferred
  • B.A. in Business, Finance, or related field
  • Current Series 7 & 66 licenses

Spartan Wealth Management is seeking a motivated, hands-on Human Resources professional to support and enhance the organization’s existing HR function during an exciting period of growth.

This role is ideal for an HR Generalist or emerging HR professional who is looking for an opportunity to grow their career within a rapidly expanding organization. Rather than building an HR department from scratch, this individual will focus on refining existing processes, supporting day-to-day HR operations, and creating efficiencies as the organization continues to scale.


Salary Range: $60,000 – $80,000

Location: In-Office, Bingham Farms, MI


Education and Experience

  • 3+ years of progressive HR experience
  • Experience supporting organizations between 30-100 employees
  • Experience refining and improving existing HR processes
  • Exposure to organizations approaching or exceeding 50 employees
  • Experience working in regulated or compliance-driven environments
  • Strong preference for candidates who have demonstrated tenure and stability within an organization (3+ years with one employer preferred)
  • Experience with onboarding and offboarding processes
  • Familiarity with payroll software and HRIS systems
  • Experience partnering directly with leadership teams
Open Position - Benefits Administration Specialist

Employee Benefits Specialist

Join Our Growing Employee Benefits Team

Spartan Wealth Management is seeking a dedicated and client-focused Employee Benefits Specialist to join our expanding Employee Benefits practice. This role is ideal for an employee benefits professional who enjoys building strong client relationships, solving problems, and providing exceptional service to employers and their employees.

The successful candidate will serve as a key resource for our clients, working closely with Account Managers, Benefit Consultants, carriers, and vendor partners to deliver a seamless benefits experience throughout the year. While experience with Employee Navigator is preferred, the primary focus of this position is client service, account support, and benefits administration. We welcome candidates with varying levels of Employee Navigator experience, particularly those with exposure to eligibility and enrollment processing, who demonstrate a willingness to learn and further develop their skills within the platform.

Salary Range $65,000 – $80,000

Primary Responsibilities

  • Serve as a primary day-to-day contact for employer groups and employees, providing responsive and professional client service.
  • Process and manage employee eligibility changes, including new hires, terminations, status changes, dependents, and qualifying life events through Employee Navigator, ensuring timely and accurate carrier updates.
  • Support annual renewals and open enrollment activities, ensuring a smooth and positive enrollment experience.
  • Partner with Account Managers and Benefit Consultants to maintain strong client relationships and support account retention efforts.
  • Assist clients and employees in resolving claim and service-related issues by coordinating with insurance carriers, TPAs, and internal team members to research concerns, provide status updates, and facilitate timely resolution.
  • Assist with onboarding new clients and supporting ongoing account management activities.
  • Maintain accurate client records and benefit administration data.
  • Help identify process improvements that enhance service delivery and overall client satisfaction.
  • Participate in client meetings, employee education efforts, and other service-related initiatives as needed.

Qualifications

  • 3+ years of experience in employee benefits, client service, account management, or human resources.
  • 2+ years of experience using Employee Navigator for eligibility, enrollment, and benefits administration activities; experience building and renewing client portals for open enrollment is preferred.
  • Michigan Life & Health Insurance License preferred (or willingness to obtain).
  • Knowledge of group medical, dental, vision, life, disability, HSA, FSA, COBRA, ACA, HIPAA, ERISA, and voluntary benefits.
  • Strong commitment to delivering exceptional client service and building trusted relationships.
  • Ability to manage multiple client needs and priorities in a fast-paced environment.
  • Strong communication, organizational, and problem-solving skills.
  • Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint.

Careers

Financial Advisors: Grow with Spartan

At Spartan Wealth Management, we believe that advisors do their best work when they have the right support, the right culture, and the freedom to focus on what matters most: serving their clients.

We offer an environment built for growth, collaboration, and client-first success. Learn more about our resources to power your growth and career.

Why Choose Spartan

Why Choose Spartan?

At Spartan Wealth Management, you’ll find the freedom and flexibility that’s hard to come by at a large brokerage firm. You choose the clients you want to work with, set the direction of your practice, and benefit more directly from the value you create. Without layers of bureaucracy, we’re nimble, able to adapt quickly and make decisions that serve both you and your clients. If you’re looking for a place where your voice matters and your success is truly rewarded, Spartan offers a better way forward.

At Spartan Wealth Management, you’ll find the freedom and flexibility that’s hard to come by at a large brokerage firm. You choose the clients you want to work with, set the direction of your practice, and benefit more directly from the value you create. Without layers of bureaucracy, we’re nimble, able to adapt quickly and make decisions that serve both you and your clients. If you’re looking for a place where your voice matters and your success is truly rewarded, we strongly believe Spartan offers a better way forward.”

Our Culture

Spartan Wealth Management is built on collaboration, entrepreneurial spirit, and a client-first mindset.

Our culture is built on an unwavering passion to deliver exceptional service and results.  We strive for perfection in everything we do, never settling for good when great is within reach.

Most importantly, we treat our clients like family, building lasting relationships based on trust, loyalty, and genuine care for their success and well-being.

Our Culture

Our Core Values

Passion

Have a Passion to Strive for Perfection

Service

Give the Extra 10% to Go From Good to Great

Respect

Make Every Client Feel Like the Only Client

Family

Treat Clients Like Family

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