Lead Financial Advisor & Practice Growth Leader

Spectrum Financial Group; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Advanced technology platforms

Comprehensive client solutions

Concierge-level operational support

Strategic alliance programs

Job summary

A financial advisory firm in Dallas, Texas, is seeking a Managing Associate / Financial Advisor to grow a personal client practice while mentoring new advisors. The ideal candidate will have 3–5 years of experience, active Series 7 and Series 66 licenses (or be willing to obtain them). This role supports entrepreneurial professionals through advanced technology and operational support, enabling an impactful advisory career with significant growth potential.

Qualifications

• 3–5 years of experience as a financial advisor or planner.
• Active Series 7 and Series 66 licenses (or willingness to obtain).

Responsibilities

• Grow and manage a personal client practice focused on holistic financial planning.
• Recruit, coach, and develop a select group of advisors and support staff.
• Build and execute strategic business plans for sustainable growth.
• Serve as a trusted advisor to clients, delivering customized investment, insurance, and retirement strategies.
• Leverage technology and data-driven insights to enhance client outcomes.

Skills

Holistic financial planning

Coaching and developing advisors

Building strategic business plans

Customized investment strategies

Utilization of technology for client outcomes

Job description

A financial advisory firm in Dallas, Texas, is seeking a Managing Associate / Financial Advisor to grow a personal client practice while mentoring new advisors. The ideal candidate will have 3–5 years of experience, active Series 7 and Series 66 licenses (or be willing to obtain them). This role supports entrepreneurial professionals through advanced technology and operational support, enabling an impactful advisory career with significant growth potential.