Financial Advisor (Training Provided)

About us: Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients. The Opportunity: We are looking for an entry-level Financial Advisor to join our growing team at Spectrum Financial Group. We offer comprehensive training for this position, so no prior experience is necessary. Job Responsibilities: • Help clients evaluate their financial goals and objectives • Conduct financial feasibility analyses and make appropriate recommendations • Develop and implement investment plans and strategies • Conduct effective client meetings and build relationships • Continuously keep updated on financial markets and products Desired Qualifications: • Bachelor's degree in Business Administration, Finance, Economics, or related field preferred • Strong analytical and problem-solving skills • Detail-oriented with excellent organizational skills • Excellent communication and interpersonal skills • Proficiency in basic computer applications (Word, Excel, etc.) Nice-to-haves: • Prior experience in financial services • Series 7 and/or 66 Licensure • Clients referral book leading to growth opportunities • Strong passion for investing and financial planning • Ability to build meaningful relationships with clients #LI-SF1

Created: 2025-11-01