Remote Financial Advisor: Own Your Book with Provided Leads

Spectrum Financial Group; Dallas (TX); Hybrid; USD 40,000 - 90,000; Full time

Benefits offered by this job

Licensing support

Onboarding program

Weekly coaching

Job summary

Spectrum Financial Group in Dallas offers a Hybrid/Remote Comprehensive Financial Advisor role designed for early-career professionals. You’ll build a personal client book with provided leads and structured support.

No prior experience required; you’ll receive onboarding, licensing help (Life & Health, SIE, Series 7 and Series 66), weekly coaching, and mentorship to grow into a top-performing advisor. This role emphasizes income potential through activity stipends, performance bonuses, and

Qualifications

• No prior experience required
• Early-career professionals or career changers
• Willing to build a book of business with provided leads
• Strong communication skills and client-facing abilities

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 communicators

Job description

Spectrum Financial Group in Dallas offers a Hybrid/Remote Comprehensive Financial Advisor role designed for early-career professionals. You’ll build a personal client book with provided leads and structured support.

No prior experience required; you’ll receive onboarding, licensing help (Life & Health, SIE, Series 7 and Series 66), weekly coaching, and mentorship to grow into a top-performing advisor. This role emphasizes income potential through activity stipends, performance bonuses, and