Financial Advisor (Fort Worth)

Spectrum Financial Group

Fort Worth (TX)

Hybrid

USD 60,000 - 110,000

Full time

14 days+
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Benefits offered by this job

High commissions
Uncapped earning potential
401k match up to 10%
Annual production-based vacations
Medical, dental, vision benefits

Job summary

A growing client-focused financial services firm is seeking a Financial Advisor to deliver personalized financial guidance and build long-term client relationships. Ideal candidates are entrepreneurial and passionate about financial wellness. Responsibilities include client portfolio management and comprehensive financial assessments. The role offers uncapped earning potential, high commissions, and benefits like medical, dental, and 401k matching, with opportunities for professional growth.

Qualifications

  • Solid entrepreneurial mindset and ability to work independently.
  • Individuals looking for a flexible schedule.
  • Passion for sales and helping others.
  • Previous experience in financial planning, wealth management, or advisory roles (preferred but not required).
  • High integrity and a commitment to fiduciary-level guidance.

Responsibilities

  • Manage and build a portfolio of clients through relationship-based planning.
  • Provide comprehensive financial assessments.
  • Prepare customized financial plans using firm-approved software.
  • Provide ongoing advice, portfolio reviews, and strategic recommendations.
  • Stay current on market trends, planning strategies and regulatory requirements.
  • Collaborate with team members and management to deliver high-quality client experiences.

Skills

Entrepreneurial mindset
Strong work ethic
Passion for sales
Networking
Client relationship management

Job description

Financial Advisor / Financial Planner

Location: Ft Worth, TX — Hybrid/Remote

Job Type: Full-Time

About Spectrum Financial Group

Backed and supported 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. We are fully committed to your success…when you win, we win!

About The Role

SFG is seeking an entrepreneurial, relationship‑driven Financial Advisor to join our team. This opportunity will allow you to deliver personalized financial guidance while building strong long‑term relationships and providing strategic planning solutions that help clients reach their financial and retirement goals. This opportunity is ideal for someone passionate about financial wellness, long‑term client support, professional growth and networking relationships.

What You’ll Do
  • Manage and build a portfolio of clients through relationship‑based planning
  • Provide 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
  • Stay current on market trends, planning strategies and regulatory requirements
  • Collaborate with team members and management to deliver high‑quality client experiences
Qualifications
  • A solid entrepreneurial mindset with the ability to work independently
  • Individuals looking for a flexible schedule and have a strong work ethic
  • Passion for sales, networking and helping others
  • Previous experience in financial planning, wealth management, or advisory roles (preferred but not required)
  • High integrity and a commitment to fiduciary‑level guidance
Perks And Compensation Package
  • SFG offers some of the highest commissions/bonuses in the industry!!
  • Own your book of business
  • Un‑capped earning potential
  • Qualify for annual production‑based vacations and awards
  • Benefits and perks include medical, dental, vision, 401k match up to 10% and much more!
We Are An Equal Opportunity Employer
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