Spectrum Financial Group · 1 week ago
Managing Associate / Financial Advisor
DFW Metroplex
Full-time
Onsite
New Grad, Entry LevelSpectrum Financial Group is a client-focused financial services firm dedicated to helping individuals and businesses make informed financial decisions. They are seeking a Managing Associate / Financial Advisor to deliver personalized financial guidance and build long-term client relationships while providing strategic planning solutions.
Financial ServicesInsuranceRetirementRisk Management
Hiring Manager
Matt Carlile
Responsibilities
Manage and build a portfolio of clients through relationship-based planning
Provide comprehensive financial assessments, including retirement, investment, insurance, and tax-advantaged strategies
Prepare customized financial plans using firm-approved planning software
Provide ongoing advice, portfolio reviews, and strategic recommendations
Stay current on market trends, planning strategies and regulatory requirements
Collaborate with team members and management to deliver high-quality client experiences
Qualification
Required
A Solid Entrepreneurial mindset with the ability to work independently
Individuals looking for a flexible schedule and have a strong work ethic
Passion for Sales, Networking and helping others
Ability and willingness to obtain CFP®, Series 65/66 or other financial licenses (We Help)
High integrity and a commitment to fiduciary-level guidance
Preferred
Previous experience in financial planning, wealth management, or advisory roles (preferred but not required)
Benefits
Medical
Dental
Vision
401k match up to 10%
Company
Spectrum Financial Group
Spectrum Financial Group is a financial advisory firm that offers financial planning, risk management, retirement, and insurance services.
Founded in 1901
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Lengyel
Chief Executive Officer
Patrick Thuecks
Chief Executive Officer
Company data provided by crunchbase