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Spectrum Financial Group · 20 hours ago

IXP

Dallas, TX

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. They are looking for an entry-level Financial Advisor to join their growing team, providing comprehensive training for the role.

Financial ServicesInsuranceRetirementRisk Management

Growth Opportunities

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

Qualification

Analytical skillsProblem-solving skillsOrganizational skillsCommunication skillsInterpersonal skillsBasic computer applicationsFinancial services experienceSeries 7 LicensureSeries 66 LicensureClient referral bookPassion for investingRelationship building

Required

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.)

Preferred

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

Company

Spectrum Financial Group

Spectrum Financial Group is a financial advisory firm that offers financial planning, risk management, retirement, and insurance services.

Founded in 1901

Dallas, Texas, USA

51-200 employees

https://www.spectrumfg.com/

Funding

Current Stage

Growth Stage

Leadership Team

Daniel Lengyel

Chief Executive Officer

Patrick Thuecks

Chief Executive Officer

Company data provided by crunchbase