Holistic Financial Advisor

Spectrum Financial Group • Dallas, TX

41d • Onsite

About The Position

Backed by MassMutual, Spectrum Financial Group is a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed. This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career. As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

Requirements

• 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
• Earn required licensing (Life, SIE, Series 7 and Series 66)

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

• 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

What This Job Offers

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