Managing Associate / Financial Advisor (Dallas)

Spectrum Financial Group • Dallas, TX

4d • Hybrid

About The Position

Are you an established financial advisor who has built a successful practice and is ready to take the next step into leadership? Spectrum Financial Group is seeking experienced advisors who are motivated to grow their business while developing and mentoring a team. This role is ideal for entrepreneurial professionals who want the autonomy to run their practice with the backing of a forward-thinking organization. As a Managing Associate / Financial Advisor, you will continue expanding your client base while shaping the future of your practice through strategic leadership, talent development, and innovative planning strategies. You’ll gain access to best-in-class tools, product solutions, and a collaborative environment that supports both independence and growth.

Nice To Haves

• 3–5 years of experience as a financial advisor or planner
• Active Series 7 and Series 66 licenses (or willingness to obtain)

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

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

What This Job Offers

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