Spectrum Financial Group
Financial Advisor (OKC)
Spectrum Financial Group, Oklahoma City, Oklahoma, United States, 73116
Pay Range
This range is provided by Spectrum Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $75,000.00/yr - $250,000.00/yr
Financial Advisor / Financial Planner Location:
Oklahoma City, OK — 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
Solid Sales Mentality and Networking
Strong communication skills and a genuine desire to help people
High integrity and commitment to fiduciary‑level guidance
Benefits Medical, Dental, Vision, 401k match up to 10%, and more!
Seniority Level Entry level
Employment Type Full-time
Job Function Finance
#J-18808-Ljbffr
Base Pay Range $75,000.00/yr - $250,000.00/yr
Financial Advisor / Financial Planner Location:
Oklahoma City, OK — 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
Solid Sales Mentality and Networking
Strong communication skills and a genuine desire to help people
High integrity and commitment to fiduciary‑level guidance
Benefits Medical, Dental, Vision, 401k match up to 10%, and more!
Seniority Level Entry level
Employment Type Full-time
Job Function Finance
#J-18808-Ljbffr