Note: The job is a remote job and is open to candidates in USA. Spectrum Financial Group is hiring a Comprehensive Financial Advisor to help individuals and families improve their financial well-being. The role involves assessing client needs, educating clients on financial strategies, building long-term relationships, and developing a book of business with training and team support.
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
- Highly motivated, coachable, and goal-oriented individuals
- Strong communicators who enjoy helping others
- Self-starters who thrive in a flexible, performance-based environment
Benefits
- Up to 80 qualified leads per day and marketing support
- Own your book of business from Day 1
- Activity-based stipend based on key activities
- Performance bonuses tied to production milestones
- Unlimited commission income based on client solutions implemented
- Long-term residual income potential
- Structured training and mentorship
- Comprehensive onboarding program (no prior experience required)
- Ongoing one-on-one coaching and mentorship from experienced professionals
- Access to proven scripts, systems, and marketing tools
- Licensing support (where applicable), including help earning required licensing (Life & Health, SIE, Series 7 and Series 66)
- Weekly coaching and development sessions
- Hybrid/remote work arrangement
- Flexible, performance-based environment
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