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Open nowPosted 209 days ago

Wealth Manager

Spectrum Financial Group7 open roles

Pay
$90,000 – $150,000 a year
Where
Dallas, TX, US
Work mode
Hybrid
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Your applicationOpen nowWealth ManagerSpectrum Financial Group · Dallas, TX, US

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Spectrum Financial Group's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 209 days ago

The posting

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 Wealth Manager 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 an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long-term client support and leadership opportunities.

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

Why Join Spectrum Financial Group

  • Lucrative Transition Package for established Advisors and Wealth Managers
  • 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 always 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!

#LI-SF1

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  1. A CV for this posting

    Written against Spectrum Financial Group's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Spectrum Financial Group's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Spectrum Financial Group's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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