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Financial Advisor; OKC

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Spectrum Financial Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 75000 USD Yearly USD 75000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor (OKC)

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 Planner

Location: Oklahoma City, OK — Hybrid/Remote

Job Type: Full-Time

About Spectrum Financial Group

Backed 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 Overview

We 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
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
Benefits

Medical, Dental, Vision, 401k match up to 10%, and more!

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance

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