Financial Advisor (Tyler)

Posted 2 Days Ago
Be an Early Applicant
Tyler, TX, USA
In-Office
Entry level
Financial Services
The Role
The Financial Advisor will manage client relationships, provide personalized financial advice, create financial plans, and stay updated on market trends.
Summary Generated by Built In

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 motivated, 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 provide 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
  • Ability and willingness to obtain CFP®, Series 65/66 or other financial licenses (We Help)
  • 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
#LI-SF1

Top Skills

Financial Planning Software
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The Company
HQ: Dallas, TX
136 Employees
Year Founded: 1901

What We Do

At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Spectrum Financial Group has roots tracing back to the 1900s and we are proud to continue assisting clients in their financial lives. With our main office in Dallas, TX, and satellite offices in Heath, Tyler, Longview, Nacogdoches, College Station, OKC and Shreveport, we help create financial stability and financial independence for thousands of clients. Learn more at www.Spectrumfg.com __________________________________________________ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201611-188302

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