Job Description

Are you a financial professional that has experience building a successful practice but also have a desire to be a leader within the financial services industry?

This may align with exploring a Managing Associate role with Spectrum Financial Group.

You’ve established your practice, you’ve been in the business for a few years but you are wanting to explore leadership . You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation.

We are actively seeking an advisor that wants to expand into a Managing Associate role that still is focusing on building their practice but at the same time looking to selectively grow a team who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients.

If you’re a successful entrepreneur looking to accelerate your practice and jump into leadership, we will support you through...

• State-of-the-art technology platforms and tools
• A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms

Let’s partner together in support of the values we share with each other:

• Innovation : benefit from dedicated investments into tools and technologies designed to make doing business easier for you
• Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
• Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
• Being heard: because your voice matters, because you matter
• Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
• Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership

Preferred:

• 3-5 Years financial advising experience
• Series 7 & 66, or must be willing to obtain

Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.

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