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Spectrum Financial Group · 9 hours ago

Financial Advisor/Planner

Dallas, TX

Full-time

Hybrid

Senior Level

Spectrum Financial Group is seeking experienced Financial Advisors who value innovation and flexibility in their practice. The role involves partnering with a business partner to build a personalized practice, utilizing state-of-the-art technology and a diversified portfolio of investment solutions to better serve clients.

Financial ServicesInsuranceRetirementRisk Management

Growth Opportunities

Responsibilities

Work with a business partner who is eager to be on the leading edge

Build your practice the way you want to, with the support of a business partner

Welcome a flexible approach and recognize the strength of products and brand

Embrace investment in cutting edge technologies

Utilize a strong teaming model to better serve clients

Support through state-of-the-art technology platforms and tools

Access a diversified portfolio of investment, insurance, and retirement solutions

Provide a one-stop shopping hub for insurance solutions

Differentiate through a unique business markets process

Offer concierge-level support including access to priority in force service

Meet clients’ unique estate planning and wealth management needs

Grow your practice through strategic alliance programs

Qualification

Financial PlanningInvestment SolutionsInsurance SolutionsEstate PlanningWealth ManagementEntrepreneurial MindsetClient Relationship ManagementTeam Collaboration

Required

Experience as a Financial Advisor

Ability to work with a business partner

Eagerness to be on the leading edge of the industry

Strong entrepreneurial spirit

Recognition of the strength of products and brand

Embrace of investment in cutting edge technologies

Ability to work in a strong teaming model

Desire to accelerate practice growth

Willingness to provide concierge-level support

Ability to meet unique estate planning and wealth management needs

Experience in building a diversified portfolio of investment, insurance, and retirement solutions

Benefits

State-of-the-art technology platforms and tools

A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop

A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer

A unique business markets process that will differentiate you and help you add more value to conversations with business owners

Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources

A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs

Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms