Spectrum Financial Group · 3 days ago
Managing Associate
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expSpectrum Financial Group is seeking a Managing Associate who is a financial professional with a desire to lead within the financial services industry. The role involves building a practice while selectively growing a team, with support from the firm in terms of technology, investment solutions, and strategic alliances.
Financial ServicesInsuranceRetirementRisk Management
Responsibilities
Build your practice the way you want to, with the support of a business partner
Expand into a Managing Associate role while focusing on building your practice
Grow a team who welcome our flexible approach and recognize the strength of our products and brand
Embrace our investment in cutting edge technologies
Serve clients with a strong teaming model
Qualification
Preferred
3-5 Years financial advising experience
Series 7 & 66, or must be willing to obtain
Benefits
State-of-the-art technology platforms and tools
A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer
A unique business markets process that will differentiate you and help you add more value to conversations with business owners
Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you
Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
Being heard: because your voice matters, because you matter
Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
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