Financial Services Professional

5 days ago


Dallas, Texas, United States Spectrum Financial Group Full time
Unlock Your Potential as a Financial Advisor

Are you a seasoned financial advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking firm that respects your experience and expertise.

As a Financial Advisor at Spectrum Financial Group, you'll have the freedom to build your practice the way you want to, with the support of a business partner who shares your vision for innovation. Our state-of-the-art technology platforms and tools will help you streamline your workflow, while our diversified portfolio of investment, insurance, and retirement solutions will give you the tools you need to deliver exceptional results for your clients.

Our unique business markets process will differentiate you and help you add more value to conversations with business owners. You'll also have access to concierge-level support, including priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources.

But that's not all. You'll also be part of a team of seasoned investment and trust specialists who can help you meet your clients' unique estate planning and wealth management needs. And with our strategic alliance programs, you'll have the opportunity to grow your practice through relationships with local financial institutions and professional firms.

At Spectrum Financial Group, we value innovation, flexibility, expanding your influence, being heard, and transparency. We believe that your voice matters, and we're committed to providing you with the guidance and support you need to realize your vision for your practice.

So why wait? Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.



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

    Unlock Your PotentialAre you ready to take control of your life and make a meaningful impact?As a Financial Services Professional with Spectrum Financial Group, you'll have the opportunity to build a successful business and help individuals, businesspeople, and families achieve financial stability and peace of mind.Our firm is built on a culture of...


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

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking partner that respects your experience and expertise.As a Financial Advisor at our firm, you'll...


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

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive investment advice to our clients. With decades of experience, we offer a wide range of financial solutions to investors in all stages of life.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team. As a Financial...


  • Dallas, Texas, United States Stellantis Financial Services US Full time

    About Stellantis Financial ServicesWe are a leading provider of financial services for the automotive industry, with a strong focus on customer satisfaction and loyalty. Our team is dedicated to delivering exceptional service and support to our customers, and we are seeking a highly skilled and motivated individual to join our team as a Financial Services...


  • Dallas, Texas, United States PR Financial Full time

    About PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.Key ResponsibilitiesDevelop new business opportunities by identifying and pursuing potential clientsWork closely...


  • Dallas, Texas, United States BOK Financial Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our Accelerated Career Track program as a Financial Services Development Associate. This is an excellent opportunity for recent graduates or individuals looking to start their career in financial services to gain broad-based knowledge and skills in a dynamic and...


  • Dallas, Texas, United States New York Life DFW Full time

    Job OpportunityWe are seeking a highly motivated and skilled Financial Services Representative to join our team in Frisco, TX. As a key member of our team, you will be responsible for delivering exceptional customer service, assisting clients with financial account management, and providing information about our financial products and services.The ideal...


  • Dallas, Texas, United States PeopleFund Full time

    About the Role:The Financial Services Professional will be responsible for assisting entrepreneurs with their financing needs. This role will involve developing key relationships to support small business owners, overseeing the loan application process, determining client eligibility, reviewing loan applications for completion, conducting credit analysis,...


  • Dallas, Texas, United States Guardian Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at Guardian Life. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key ResponsibilitiesWork closely with clients to understand their financial objectives and develop...


  • Dallas, Texas, United States Guardian Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at Guardian Life. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key ResponsibilitiesWork with clients to understand their financial objectives and develop personalized...


  • Dallas, Texas, United States Frontier Management (OR) Full time

    About the RoleWe are seeking an experienced financial services professional to join our team at Frontier Management. As a financial services expert, you will play a key role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement financial strategies for clients to achieve their financial objectives.Provide...


  • Dallas, Texas, United States Global Financial Impact - Lorraine Emperador Full time

    Unlock Your Potential as a Financial ProfessionalAre you passionate about empowering individuals to take control of their financial futures? Do you thrive in an entrepreneurial environment where your success is directly linked to your efforts? If so, we invite you to explore a career as a Financial Professional with Global Financial Impact - Lorraine...


  • Dallas, Texas, United States Cetera Financial Group Full time

    About UsCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.What We OfferInclusive health, dental, vision, and life insurance plans built to...


  • Dallas, Texas, United States Opes One Full time

    Opes One is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing sound financial recommendations to help ensure financial security for clients, and motivating clients to take action and implement recommendations. You will act as an advocate for your clients, commitment to enhance, enrich and...


  • Dallas, Texas, United States Frontier Management (OR) Full time

    About the RoleWe are seeking an experienced financial professional to join our team at Frontier Management (OR). As a financial expert, you will have the opportunity to work with a stable and dependable firm, helping clients develop a long-term financial strategy to achieve their goals.Key ResponsibilitiesDevelop and implement financial strategies for...


  • Dallas, Texas, United States M Financial Group Full time

    About the RoleM Financial Group is a community of leaders comprising the best and brightest minds in the financial industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.M's solutions are rooted in the diverse...


  • Dallas, Texas, United States Financial Staffing Resources, Ltd. Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Teller/Member Service Representative to join our team at Financial Staffing Resources, Ltd.About the RoleProvide exceptional customer service to our members, ensuring a positive and efficient experience.Assist with various financial transactions, including account openings and closings.Support...


  • Dallas, Texas, United States Primary Recruiting Services Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Primary Recruiting Services. As a Senior Accountant, you will play a critical role in supporting our operational units and sister companies within the shared services department.Key ResponsibilitiesFinancial Reporting: Provide support to the month-end close process, ensuring...


  • Dallas, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Client Service Specialist to join our team at BOK Financial. As a Client Service Specialist, you will play a critical role in providing exceptional service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesMaintain current client accounts, update registrations, and set up new...


  • Dallas, Texas, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Professional to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...