Financial Advisor
3 days ago
Financial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed. Position Overview We are seeking a motivated, relationship-driven Financial Advisor / Planner to join our team. In this role, you will deliver personalized financial guidance, build strong long-term client relationships, and provide strategic planning solutions that help clients reach their financial goals. This position is ideal for someone passionate about financial wellness, long-term client support, and professional growth. Key Responsibilities * Build and manage a portfolio of clients through relationship-based planning * Conduct comprehensive financial assessments, including retirement, investment, insurance, and tax-advantaged strategies * Prepare customized financial plans using firm-approved planning software * Provide ongoing advice, portfolio reviews, and strategic recommendations * Keep current with market trends, planning strategies, and regulatory requirements * Collaborate with team members to deliver high-quality client experiences Qualifications * Entrepreneurial mindset with the ability to work independently * Individuals looking to break away from the 9-5 grind and have a strong work ethic * Degree in Finance, Business, Economics, or related field (preferred but not required) * Willingness to obtain CFP®, Series 65/66 or other financial licenses * Experience in financial planning, wealth management, or advisory roles (preferred but not required) * Strong communication skills and a genuine desire to help people * High integrity and commitment to fiduciary-level guidance Why Join Spectrum Financial Group * The strength and stability of MassMutual, a mutual company established in 1851 and consistently recognized among the most financially secure institutions in the industry. * Access to a diverse product suite: life insurance, annuities, wealth management, retirement solutions, and estate planning. * Cutting-edge digital tools and client resources to modernize your service delivery. * A collegial environment that promotes both collaboration and independence-ideal for building a sustainable, high-growth practice. * You own your book of business and choose how you want to do business. * Autonomy and supported independence. Benefits include Medical, Dental, Vision, 401k match up to 10%, and more
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Financial Advisor
2 weeks ago
Dallas, United States BOK Financial Full timeReq ID: 76196 Location: Dallas -DAL Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF,...
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Financial Advisor
2 weeks ago
Dallas, United States BOK Financial Full timeReq ID:76196 Location:Dallas -DAL Areas of Interest:Financial Advisor Pay Transparency Salary Range:Not Available Application Deadline:12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
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Financial Advisor
4 weeks ago
Dallas, United States BOK Financial Full timeFinancial AdvisorYou place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great...
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Financial Advisor
5 days ago
Dallas, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors...
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Financial Advisor
2 weeks ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
2 weeks ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
4 days ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
1 week ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Financial Advisor
6 days ago
Dallas, TX, United States Spectrum Financial Group Full timeFinancial Advisor / Financial Planner Location: Dallas, TX - Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded,...
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Virtual Financial Advisor
3 weeks ago
Dallas, United States Thrivent Financial Full timeMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through...
