Financial Advisor: Launch Your Book of Business (Remote)

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

Benefits offered by this job

Lead generation

Own your book of business

Team support

Stipend-based pay

Growth mentorship

Meaningful work

Job summary

Spectrum Financial Group in Texas is seeking an entry-level Financial Advisor. You will build your client book with provided leads, engage in needs assessments, and educate clients on retirement and savings strategies, all within a structured training program and ongoing mentorship.

The role offers an activity-based stipend, performance bonuses, and commission potential as you grow. Start with guided support from a team lead and a clear path to advancement.

Qualifications

• No prior industry experience required.
• Motivated, coachable, and goal-oriented individuals.
• Strong communication skills.

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

Coachable

Goal oriented

Strong communication

Job description

Spectrum Financial Group in Texas is seeking an entry-level Financial Advisor. You will build your client book with provided leads, engage in needs assessments, and educate clients on retirement and savings strategies, all within a structured training program and ongoing mentorship.

The role offers an activity-based stipend, performance bonuses, and commission potential as you grow. Start with guided support from a team lead and a clear path to advancement.