Financial Advisor (Training Provided) jobs in United States
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Spectrum Financial Group · 1 day ago

Financial Advisor (Training Provided)

positionDallas, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. They are looking for an entry-level Financial Advisor to join their growing team, providing comprehensive training for the role.

Financial ServicesInsuranceRetirementRisk Management
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Growth Opportunities

Responsibilities

Help clients evaluate their financial goals and objectives
Conduct financial feasibility analyses and make appropriate recommendations
Develop and implement investment plans and strategies
Conduct effective client meetings and build relationships
Continuously keep updated on financial markets and products

Qualification

Analytical skillsProblem-solving skillsBachelor’s degreeComputer proficiencySeries 7 LicensureSeries 66 LicensureOrganizational skillsCommunication skillsInterpersonal skills

Required

Strong analytical and problem-solving skills
Detail-oriented with excellent organizational skills
Excellent communication and interpersonal skills
Proficiency in basic computer applications (Word, Excel, etc.)

Preferred

Bachelor's degree in Business Administration, Finance, Economics, or related field preferred

Company

Spectrum Financial Group

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Spectrum Financial Group is a financial advisory firm that offers financial planning, risk management, retirement, and insurance services.
dateFounded in 1901
location
Dallas, Texas, USA
people-size51-200 employees
web-link
https://www.spectrumfg.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Daniel Lengyel
Chief Executive Officer
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Patrick Thuecks
Chief Executive Officer
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Company data provided by crunchbase