Financial Advisor; OKC
Listed on 2026-01-12
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Finance & Banking
Financial Consultant
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 - $/yr
Financial Advisor / Financial PlannerLocation: Oklahoma City, OK — Hybrid/Remote
Job Type: Full-Time
About Spectrum Financial GroupBacked by Mass Mutual, 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 OverviewWe 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
- 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
Medical, Dental, Vision, 401k match up to 10%, and more!
Seniority LevelEntry level
Employment TypeFull-time
Job FunctionFinance
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