Experienced Financial Advisor

Spectrum Financial Group • Dallas, TX

1d

About The Position

As an Experienced Financial Advisor, you’ll continue to own your book of business while receiving up to 80 qualified leads per day and marketing support to help you build your client base. A Managing Associate/Team Lead will help you close deals. An activity-based stipend rewards consistent effort and progress. Structured training and mentorship help you develop into a top-performing advisor. This purpose-driven work involves helping clients reduce financial stress, plan for the future, and achieve their goals.

Requirements

• Experienced Advisor looking to take the next step in career, leadership or more freedom to run their business
• Individuals without a large natural market or network
• Highly motivated, coachable, and goal-oriented individuals
• Strong communicators who enjoy helping others
• Self-starters who thrive in a flexible, performance-based environment
• Willing to learn, put in the activity, and stay consistent

Nice To Haves

• Early-career professionals or career changers

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

Benefits

• Transition package
• Activity-based stipend
• Performance Bonuses
• Commission Potential
• Long-Term Residual Income
• Comprehensive onboarding program
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees