Financial Services Professional

2 days ago


Dallas, Texas, United States Spectrum Financial Group Full time
About Spectrum Financial Group

We are a full-service financial services firm dedicated to providing comprehensive financial solutions to investors at all stages of life. With decades of experience, we offer expert investment advice to our clients.

The Opportunity

We are seeking an entry-level Financial Advisor to join our growing team at Spectrum Financial Group. This role offers a unique opportunity to develop your skills and knowledge in financial planning and investment management.

Key Responsibilities
  • Evaluate clients' financial goals and objectives
  • Conduct financial feasibility analyses and provide recommendations
  • Develop and implement investment plans and strategies
  • Conduct effective client meetings and build relationships
  • Stay up-to-date on financial markets and products
Desired Qualifications
  • Bachelor's degree in Business Administration, Finance, Economics, or related field
  • Strong analytical and problem-solving skills
  • Detail-oriented with excellent organizational skills
  • Excellent communication and interpersonal skills
  • Proficiency in basic computer applications
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


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