Job summary
Job post source
This job is directly from Spectrum Financial Group
Job overview
The Financial Planner role at Spectrum Financial Group involves creating personalized financial plans and guiding clients on investment, retirement, and financial protection strategies to help them achieve financial security.
Responsibilities and impact
The Financial Planner will develop tailored financial plans, advise on investment strategies, retirement planning, and financial protection, contributing to client financial stability and company goals.
Experience and skills
Candidates must have Certified Financial Planner certification, experience in finance and financial analysis, strong analytical and communication skills, and a bachelor's degree in Finance, Economics, or related field; knowledge of investment strategies is required.
Career development
The company values mentorship and long-term success, indicating opportunities for professional growth and support in career development within a supportive team environment.
Work environment and culture
Spectrum Financial Group emphasizes integrity, mentorship, and a supportive team culture focused on personal growth and client success, with a hybrid work environment allowing some remote work.
Company information
Spectrum Financial Group is a longstanding financial services firm with roots dating back to the 1900s, offering personalized financial strategies from its main office in Dallas, TX, and several satellite locations.
Job location and travel
The position is based in the Dallas-Fort Worth Metroplex with a hybrid work model allowing some work from home for flexibility.
Unique job features
The role offers a hybrid work schedule and the chance to work with a firm that invests in employee growth and values integrity and mentorship.
Company overview
Spectrum Financial Group is a financial services company specializing in providing comprehensive financial planning, investment management, and insurance solutions to individuals and businesses. They generate revenue through advisory fees, investment management services, and commissions from insurance products. Established with a focus on personalized client service, Spectrum Financial Group has built a reputation for tailoring financial strategies to meet the unique needs of their clients. The company emphasizes a client-centric approach, leveraging experienced financial advisors to deliver customized solutions that align with clients' financial goals and risk tolerance.
How to land this job
Tailor your resume to highlight your Certified Financial Planner certification, expertise in personal and retirement financial planning, and strong analytical skills relevant to Spectrum Financial Group's client-focused approach.
Emphasize your ability to develop personalized financial strategies, knowledge of investment products, and excellent communication skills to align with the company's commitment to client relationships and financial security.
Apply through multiple channels such as Spectrum Financial Group's corporate website, LinkedIn job postings, and reputable financial career boards to maximize your application visibility.
Connect on LinkedIn with current Financial Planners or team members at Spectrum Financial Group's Dallas-Fort Worth office, using ice breakers like commenting on their recent client success stories or asking about mentorship opportunities within the firm.
Optimize your resume for ATS by incorporating keywords from the job description such as 'Certified Financial Planner,' 'retirement planning,' 'investment strategies,' and 'financial analysis' to pass automated screenings effectively.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and discover LinkedIn connections for networking, allowing you to focus more on preparing for interviews and professional development.
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