Spectrum Financial Group · 4 days ago
Financial Services Associate
Dallas, TX
Full-time
Onsite
Entry Level
$75K/yr - $125K/yr
0+ years expSpectrum Financial Group is a company focused on improving financial well-being for individuals and families. The Financial Services Associate role is designed for early-career professionals, providing structured support and mentorship to build a client base and develop into a top-performing advisor.
FinanceProperty & Casualty InsuranceWellnessFinancial ServicesInsuranceRetirementRisk Management
Hiring Manager
Kate Gregory
Responsibilities
Meet with prospective clients (provided leads + self-generated opportunities)
Conduct financial needs assessments and identify appropriate solutions
Educate clients on financial strategies (retirement, protection, savings, etc.)
Build and maintain long-term client relationships
Participate in training, coaching, and team development activities
Track daily activity and progress toward personal goals
Qualification
Required
Motivated, coachable, and ready to build a career
Ability to meet with prospective clients (provided leads + self-generated opportunities)
Conduct financial needs assessments and identify appropriate solutions
Educate clients on financial strategies (retirement, protection, savings, etc.)
Build and maintain long-term client relationships
Participate in training, coaching, and team development activities
Track daily activity and progress toward personal goals
Earn required licensing (Life, SIE, Series 7 and Series 66)
Preferred
Bachelor's degree or equivalent work experience
Interest in finance, sales, or entrepreneurship
Customer service or people-facing experience
Benefits
An activity-based stipend rewards consistent effort and progress - not just results.
Performance Bonuses: Additional earnings tied to production milestones
Commission Potential: Unlimited income based on client solutions implemented
Long-Term Residual Income: Build a sustainable income stream over time
Comprehensive onboarding program (no prior experience required)
Ongoing mentorship from experienced professionals
Access to proven scripts, systems, and marketing tools
Licensing support (where applicable)
Weekly coaching and development sessions
Earn required licensing (Life, SIE, Series 7 and Series 66)
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