IXP

Spectrum Financial Group • Dallas, TX

19d

About The Position

About us: Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients. The Opportunity: We are looking for an entry-level Financial Advisor to join our growing team at Spectrum Financial Group. We offer comprehensive training for this position, so no prior experience is necessary.

Requirements

• Strong analytical and problem-solving skills
• Detail-oriented with excellent organizational skills
• Excellent communication and interpersonal skills
• Proficiency in basic computer applications (Word, Excel, etc.)

Nice To Haves

• Prior experience in financial services
• Series 7 and/or 66 Licensure
• Clients referral book leading to growth opportunities
• Strong passion for investing and financial planning
• Ability to build meaningful relationships with clients

Responsibilities

• Help clients evaluate their financial goals and objectives
• Conduct financial feasibility analyses and make appropriate recommendations
• Develop and implement investment plans and strategies
• Conduct effective client meetings and build relationships
• Continuously keep updated on financial markets and products

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed