Apply on Employer Site

Spectrum Financial Group · 2 days ago

Experienced Financial Advisor

Dallas, TX

Full-time

Hybrid

Senior Level

$150K/yr - $500K/yr

Spectrum Financial Group is seeking an experienced financial advisor to join their growing team. The role involves delivering comprehensive financial planning services and leveraging innovative tools to enhance client outcomes.

Financial ServicesInsuranceRetirementRisk Management

Growth Opportunities

Responsibilities

Deliver comprehensive financial planning services, from protection strategies to wealth management and retirement income solutions

Leverage MassMutual’s financial strength, innovative tools, and digital capabilities to enhance client outcomes

Participate in a collaborative environment with peers and firm leadership—sharing best practices and supporting mutual growth

Qualification

Holistic financial planningWealth managementRetirement planningClient relationship developmentClient satisfactionEthical standardsLong-term growth

Required

A seasoned financial planning professional looking to build their business or a team

An experienced financial professional who wants to join a growing team of financial advisors looking to grow their book of business

Deep expertise in holistic financial planning, including life insurance, annuities, wealth management, retirement planning, and client relationship development

Strong commitment to client satisfaction, ethical standards, and long-term growth

Eager to leverage a prestigious brand, leading-edge digital capabilities, and institutional backing to elevate your practice