Experienced Wealth Manager

Spectrum Financial Group; Austin (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k match up to 10%

Job summary

Spectrum Financial Group in Austin, Texas is seeking a motivated Wealth Manager to deliver personalized financial guidance and build long-term client relationships. Ideal for established Wealth Managers, this role offers a high commission model and leadership opportunities.

Responsibilities include conducting financial assessments, preparing customized plans, and collaborating with team members to enhance client experiences. Spectrum Financial Group values entrepreneurial mindsets and offers a lucrative transition package, access to diverse products, and advanced digital tools.

Qualifications

• Ability to work independently and break away from the 9-5 grind.
• High integrity and commitment to fiduciary-level guidance.
• Genuine desire to help people.

Responsibilities

• Build and manage a portfolio of clients through relationship-based planning.
• Conduct comprehensive financial assessments and prepare customized financial plans.
• Provide ongoing advice and keep current with market trends.

Skills

Entrepreneurial mindset

Solid Sales Mentality

Strong communication skills

Job description

About Spectrum Financial Group

Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth‑minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed.

Position Overview

We are seeking a motivated, relationship‑driven Wealth Manager to join our team. In this role, you will deliver personalized financial guidance, build strong long‑term client relationships, and provide strategic planning solutions that help clients reach their financial goals.

This position is ideal for an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long‑term client support and leadership opportunities.

Key Responsibilities

• Build and manage a portfolio of clients through relationship‑based planning
• Conduct comprehensive financial assessments, including retirement, investment, insurance, and tax‑advantaged strategies
• Prepare customized financial plans using firm‑approved planning software
• Provide ongoing advice, portfolio reviews, and strategic recommendations
• Keep current with market trends, planning strategies, and regulatory requirements
• Collaborate with team members to deliver high‑quality client experiences

Qualifications

• Entrepreneurial mindset with the ability to work independently
• Individuals looking to break away from the 9‑5 grind and have a strong work ethic
• Solid Sales Mentality and Networking
• Strong communication skills and a genuine desire to help people
• High integrity and commitment to fiduciary‑level guidance

Why Join Spectrum Financial Group

• Lucrative Transition Package for established Advisors and Wealth Managers
• The strength and stability of MassMutual, a mutual company established in 1851 and consistently recognized among the most financially secure institutions in the industry.
• Access to a diverse product suite: life insurance, annuities, wealth management, retirement solutions, and estate planning.
• Cutting‑edge digital tools and client resources to modernize your service delivery.
• A collegial environment that promotes both collaboration and independence—ideal for building a sustainable, high‑growth practice.
• You always own your book of business and choose how you want to do business.
• Autonomy and supported independence.

Benefits

include Medical, Dental, Vision, 401k match up to 10%, and more!