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Financial Advisor (Training Provided)
Financial Advisor (Training Provided)Spectrum Financial Group • Dallas, TX, United States
Financial Advisor (Training Provided)

Financial Advisor (Training Provided)

Spectrum Financial Group • Dallas, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About us :

Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients.

The Opportunity :

We are looking for an entry-level Financial Advisor to join our growing team at Spectrum Financial Group. We offer comprehensive training for this position, so no prior experience is necessary.

Job 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

Desired Qualifications :

  • Bachelor’s degree in Business Administration, Finance, Economics, or related field preferred
  • 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.)

    • Nice-to-haves :

  • 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

    • #LI-SF1

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