Financial Advisor

Role Description

Spectrum Financial is looking for an Independent Financial Advisor with an established book of business. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, investment management, and financial advice. The compensation for this role is unlimited to upside and based on fees and commissions earned as an advisor. Spectrum Financial utilizes United Planners Financial Services, member FINRA/SIPC, as our broker-dealer. Make this your last broker-dealer change and embark on a lasting relationship with United Planners and Spectrum Financial Resources.

Benefits

• Outstanding pay structure with uncapped earning potential.
• Open architecture providing a broad range of tools to assist clients, without the pressure to sell proprietary products or meet sales quotas, and fewer restrictions on solution offerings.
• Work as an independent, though not alone, with full ownership over your book of business.
• Assistance during your transition process; We will be there to support you every step of the way.
• Compliance and Administrative support so you can focus on building your business.

Qualifications

• Series 7 and 65 and/or 66 required upon hire
• Clean U-4 and background
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Detail-oriented and organized
• Bachelor's or Master's degree in Business Administration, Finance, Accounting, Economics, or related field preferred but not required
• Reps who are interested in doing mostly fee-based advisory business are preferred

Company Description

Spectrum Financial Resources is a full-service RIA firm located in the Detroit Metropolitan Area. Our team of trained professionals has over 100 years of combined experience in helping clients achieve their financial goals. Our objective is to establish long-term relationships with our clients, offer customized strategies, and manage all aspects of their financial situation including retirement, estate planning, income taxes, investments, and more. We offer a step-by-step process to help clients feel confident in their financial decisions and execute sound investment plans that meet their goals and objectives. This is a hybrid role, with offices located in Troy, MI, Grosse Pointe, MI, and St. Clair Shores, MI with flexibility for remote work.