Spectrum Financial Group is seeking early-career professionals for the role of Financial Advisor. This position offers structured support and leads to help individuals improve their financial well-being while building their own book of business.

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

Skills

• No large network required
• Own your Book of Business
• 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
• Comprehensive onboarding program (no prior experience required)
• Ongoing mentorship from experienced professionals
• Access to proven scripts, systems, and marketing tools
• Licensing support (where applicable)
• Weekly coaching and development sessions
• Earn required licensing (Life, SIE, Series 7 and Series 66)
• Early-career professionals or career changers
• 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

Benefits

• Up to 80 qualified leads per day
• Marketing support to help you build your client base
• A Managing Associate/Team Lead will help you close deals
• An activity-based stipend rewards consistent effort and progress - not just results
• Structured training and mentorship help you develop into a top-performing advisor
• Comprehensive onboarding program (no prior experience required)
• Ongoing mentorship from experienced professionals
• Access to proven scripts, systems, and marketing tools
• Licensing support (where applicable)
• Weekly coaching and development sessions
• Earn required licensing (Life, SIE, Series 7 and Series 66)

Company Overview