What are the responsibilities and job description for the Managing Associate position at Spectrum Financial Group?
Are you a financial professional that has experience building a successful practice but also have a desire to be a leader within the financial services industry?
This may align with exploring a Managing Associate role with Spectrum Financial Group.
You’ve established your practice, you’ve been in the business for a few years but you are wanting to explore leadership. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation.
We are actively seeking an advisor that wants to expand into a Managing Associate role that still is focusing on building their practice but at the same time looking to selectively grow a team who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients.
If you’re a successful entrepreneur looking to accelerate your practice and jump into leadership, we will support you through...
This may align with exploring a Managing Associate role with Spectrum Financial Group.
You’ve established your practice, you’ve been in the business for a few years but you are wanting to explore leadership. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation.
We are actively seeking an advisor that wants to expand into a Managing Associate role that still is focusing on building their practice but at the same time looking to selectively grow a team who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients.
If you’re a successful entrepreneur looking to accelerate your practice and jump into leadership, we will support you through...
- State-of-the-art technology platforms and tools
- A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
- A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer
- A unique business markets process that will differentiate you and help you add more value to conversations with business owners
- Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
- A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
- Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
- Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you
- Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
- Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
- Being heard: because your voice matters, because you matter
- Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
- Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
- 3-5 Years financial advising experience
- Series 7 & 66, or must be willing to obtain