Entry-Level Financial Advisor: Grow with Leads & Training

Spectrum Financial Group; Dallas (TX); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Provided leads

Mentorship

Onboarding program

Licensing support

Weekly coaching

Marketing tools access

Job summary

Spectrum Financial Group is seeking an early-career Financial Advisor who can build a client book using provided leads and ongoing mentorship. The role emphasizes onboarding, training, and performance-based compensation with scalable income potential.

You will gain structured support, access to proven scripts and marketing tools, and licensing assistance as you grow your career in financial services.

Qualifications

• Comprehensive onboarding program for individuals new to the field.
• Ongoing mentorship from experienced professionals.
• Licensing support and guidance for Life, SIE, Series 7 and Series 66 where applicable.
• Weekly coaching and development sessions to build skills.
• Access to proven scripts, systems, and marketing tools.
• Structured training to develop consultative sales and client-management skills.

Responsibilities

• Meet with prospective clients (provided leads + self-generated opportunities).
• Conduct financial needs assessments and identify suitable solutions.
• Educate clients on retirement, protection, savings and financial strategies.
• Build and maintain long-term client relationships.
• Participate in training, coaching, and team development activities.
• Track daily activity and progress toward personal goals.

Job description

Spectrum Financial Group is seeking an early-career Financial Advisor who can build a client book using provided leads and ongoing mentorship. The role emphasizes onboarding, training, and performance-based compensation with scalable income potential.

You will gain structured support, access to proven scripts and marketing tools, and licensing assistance as you grow your career in financial services.