Financial Advisor (Training Provided)Spectrum Financial Group • Dallas, TX, US
Financial Advisor (Training Provided)
Spectrum Financial Group • Dallas, TX, US
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job_description.job_card.job_descriptionBachelor’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.) 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
Job Description
Job Description
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 :
Nice-to-haves :
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Financial Advisor • Dallas, TX, US