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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