Spectrum Financial Group · 1 day ago
Managing Associate / Financial Advisor (Dallas)
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expSpectrum Financial Group is seeking experienced financial advisors motivated to grow their business while developing and mentoring a team. The Managing Associate / Financial Advisor role focuses on expanding client bases and providing strategic leadership and innovative planning strategies.
Financial ServicesInsuranceRetirementRisk Management
Responsibilities
Grow and manage a personal client practice focused on holistic financial planning
Recruit, coach, and develop a select group of advisors and support staff
Build and execute strategic business plans for sustainable growth
Serve as a trusted advisor to clients, delivering customized investment, insurance, and retirement strategies
Collaborate with internal specialists to deliver advanced planning solutions
Leverage technology and data-driven insights to enhance client outcomes
Represent the firm’s values through leadership, professionalism, and integrity
Qualification
Required
Established financial advisor with a successful practice
Motivated to grow business while developing and mentoring a team
Ability to grow and manage a personal client practice focused on holistic financial planning
Experience in recruiting, coaching, and developing advisors and support staff
Capability to build and execute strategic business plans for sustainable growth
Serve as a trusted advisor to clients, delivering customized investment, insurance, and retirement strategies
Collaborate with internal specialists to deliver advanced planning solutions
Leverage technology and data-driven insights to enhance client outcomes
Represent the firm's values through leadership, professionalism, and integrity
Preferred
3–5 years of experience as a financial advisor or planner
Active Series 7 and Series 66 licenses (or willingness to obtain)
Benefits
Advanced technology platforms designed to streamline and scale your practice
Broad access to investment, protection, and retirement offerings with the ability to influence product development
Integrated insurance marketplace for comprehensive client solutions
Specialized business owner planning processes to expand your advisory impact
Concierge-level operational support, including underwriting, new business, compliance, and advanced case design
Access to experienced investment, trust, and estate planning specialists
Strategic alliance programs with financial institutions and professional centers of influence
Company
Spectrum Financial Group
Spectrum Financial Group is a financial advisory firm that offers financial planning, risk management, retirement, and insurance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Lengyel
Chief Executive Officer
Patrick Thuecks
Chief Executive Officer
Company data provided by crunchbase