Financial Advisor / Planner

Financial Advisor / Financial Planner

Location: Dallas, TX — Hybrid/Remote Job Type: Full-Time

About Spectrum Financial Group

Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed.

Position Overview

We are seeking a motivated, relationship-driven Financial Advisor / Planner to join our team. In this role, you will deliver personalized financial guidance, build strong long-term client relationships, and provide strategic planning solutions that help clients reach their financial goals.

This position is ideal for someone passionate about financial wellness, long-term client support, and professional growth.

Key Responsibilities

• Build and manage a portfolio of clients through relationship-based planning
• Conduct comprehensive financial assessments, including retirement, investment, insurance, and tax-advantaged strategies
• Prepare customized financial plans using firm-approved planning software
• Provide ongoing advice, portfolio reviews, and strategic recommendations
• Keep current with market trends, planning strategies, and regulatory requirements
• Collaborate with team members to deliver high-quality client experiences

Qualifications

• Entrepreneurial mindset with the ability to work independently
• Individuals looking to break away from the 9-5 grind and have a strong work ethic
• Degree in Finance, Business, Economics, or related field (preferred but not required)
• Willingness to obtain CFP®, Series 65/66 or other financial licenses
• Experience in financial planning, wealth management, or advisory roles (preferred but not required)
• Strong communication skills and a genuine desire to help people
• High integrity and commitment to fiduciary-level guidance

Why Join Spectrum Financial Group

• The strength and stability of MassMutual, a mutual company established in 1851 and consistently recognized among the most financially secure institutions in the industry.
• Access to a diverse product suite: life insurance, annuities, wealth management, retirement solutions, and estate planning.
• Cutting-edge digital tools and client resources to modernize your service delivery.
• A collegial environment that promotes both collaboration and independence—ideal for building a sustainable, high-growth practice.
• You own your book of business and choose how you want to do business.
• Autonomy and supported independence.

Benefits include Medical, Dental, Vision, 401k match up to 10%, and more!