Financial Advisor (Frisco)

Summary

Spectrum Financial Group is seeking an early-career Financial Advisor to help individuals and families improve their financial well-being. The role involves meeting with prospective clients, assessing their financial needs, educating them on financial strategies, building client relationships, and participating in training and coaching.

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

• 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

Qualifications

Must Haves

• 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

• Activity-Based Stipend rewards consistent effort and progress
• Performance Bonuses tied to production milestones
• Unlimited commission potential based on client solutions implemented
• Long-Term Residual Income: Build a sustainable income stream over time
• Up to 80 qualified leads per day
• Marketing support to help build your client base
• Own your book of business from Day 1
• Support from a Managing Associate/Team Lead to help close deals
• Structured training and mentorship
• Comprehensive onboarding program with 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
• Flexible / Hybrid / Remote Options Available