Financial Advisor (Oklahoma City) Job at Spectrum Financial Group, Oklahoma City, OK

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  • Spectrum Financial Group
  • Oklahoma City, OK

Job Description

Financial Advisor / Financial Planner

Location: Oklahoma City, OK — Hybrid/Remote Job Type: Full-Time

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 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

Why Join Spectrum Financial Group

  • 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 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!

Job Tags

Full time, Remote work,

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