What are the responsibilities and job description for the Financial Advisor position at Spectrum Financial Group?
Make an impact – starting with your own life.
This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into
life more boldly. Build something. Do something meaningful. Be in control of your own
life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep
impact on the world around you, and to have greater control over the course of your
life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the
career move that may redefine every relationship in your life: from your personal
relationships to your relationship with your work and your finances.
If you’ve considered business ownership, then start your business with us
As a Financial Services Professional, you will work directly with individuals,
businesspeople, and families to help them navigate through and secure their financial
future. The work you do is both of value, and aligns with the values we share with you:
How will you build your business?
You will…
Who do you need to be?
This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into
life more boldly. Build something. Do something meaningful. Be in control of your own
life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep
impact on the world around you, and to have greater control over the course of your
life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the
career move that may redefine every relationship in your life: from your personal
relationships to your relationship with your work and your finances.
If you’ve considered business ownership, then start your business with us
As a Financial Services Professional, you will work directly with individuals,
businesspeople, and families to help them navigate through and secure their financial
future. The work you do is both of value, and aligns with the values we share with you:
- Make an impact on people’s lives, and the communities you care for by
- Follow a well-defined career path that integrates education with mentorship and
- Benefit from a culture of innovation that embraces growth and the changes that
- Enjoy transparency, honesty, and clarity as the fundamental ingredients of
- Have a voice – your contributions and input matter
- Experience the power of flexibility – and the freedom to design your work and
How will you build your business?
You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development
Who do you need to be?
- A strong relationship-builder who takes a client-first approach
- A connector with people, a connector of people
- A dedicated worker: independent, self-motivated and goal oriented