Entry-Level Financial Advisor: Remote & Growth Path

Spectrum Financial Group; Dallas (TX); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Spectrum Financial Group is seeking an entry-level Financial Representative. This role offers flexible hybrid or remote options, provided leads, and a clear path to build your own book of business with structured support and income potential. You will receive onboarding and mentorship, access to scripts, systems and marketing tools, plus licensing support (Life, SIE, Series 7 and 66) and weekly coaching to grow into a top-performing advisor.

Qualifications

• Early-career professionals or career changers.
• Motivated, coachable, and goal-oriented individuals.
• Strong communicators who enjoy helping others.

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); build and maintain long-term 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 entry-level Financial Representative. This role offers flexible hybrid or remote options, provided leads, and a clear path to build your own book of business with structured support and income potential. You will receive onboarding and mentorship, access to scripts, systems and marketing tools, plus licensing support (Life, SIE, Series 7 and 66) and weekly coaching to grow into a top-performing advisor.