Teams at Spectrum Financial Group

Build a book of business using provided leads and self-sourced opportunities. Conduct financial needs assessments, recommend retirement/protection/savings solutions, educate clients, maintain relationships, track activity, and participate in training and coaching while pursuing required licensing and performance milestones.

Work with provided and self-generated leads to assess clients' financial needs, recommend solutions (retirement, protection, savings), build long-term client relationships, and track daily activity. Participate in structured training, licensing, and mentorship while growing a book of business and earning activity-based stipends, commissions, and bonuses.

Early-career Financial Advisor role focused on building a book of business using provided leads and marketing support. Responsibilities include meeting prospects, conducting financial needs assessments, recommending client solutions (retirement, protection, savings), building long-term relationships, tracking activity, and participating in training and mentorship. Compensation is activity-based with bonuses, commission upside, and licensing support.