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[Remote] Financial Advisor (Frisco)

Remote · Vietnam Full-time

Note: The job is a remote job and is open to candidates in USA. Spectrum Financial Group is hiring a Financial Advisor to help individuals and families improve their financial well-being. The role involves assessing client needs, educating clients on financial strategies, building relationships and developing a book of business with training, mentorship and provided leads.

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

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Benefits

  • Flexible / Hybrid / Remote Options Available
  • Activity-based stipend based on key activities and consistent effort and progress—not just results
  • Performance bonuses tied to production milestones
  • Unlimited commission income based on client solutions implemented
  • Long-term residual income
  • Up to 80 qualified leads per day and marketing support
  • Own your book of business from Day 1
  • Structured training and mentorship
  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions

Company Overview

  • Spectrum Financial Group is a financial advisory firm that offers financial planning, risk management, retirement, and insurance services. It was founded in 1901, and is headquartered in Dallas, Texas, USA, with a workforce of 51-200 employees. Its website is https://www.spectrumfg.com/.
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