Managing Associate

Overview

Are you a financial professional who has built a successful practice and now seeks leadership within the financial services industry? A Managing Associate role at Spectrum Financial Group could be the next step for you.

We give you the freedom to grow your practice with the support of a modern, forward‑thinking partner. Our platform includes:

• State‑of‑the‑art technology platforms and tools
• A diversified portfolio of investment, insurance, and retirement solutions – all manufactured in‑house so you can shape our products
• A one‑stop shopping hub for insurance solutions beyond our own lines
• A unique business‑market process that differentiates you and adds value in conversations with business owners
• Concierge‑level support including priority in‑force service, new business & underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients’ estate‑planning and wealth‑management needs
• Strategic alliance programs that help grow your practice through relationships with local financial institutions and professional firms

• Innovation – dedicated investment into tools and technologies that make doing business easier for you
• Flexibility – build your business the way that’s right for you
• Expanded influence – your impact extends to families, businesses, communities, and generations
• Being heard – because your voice matters
• Pathway to success – guidance and support to realize your vision
• Transparency – honesty and clarity as the foundation of partnership

• 3–5 years of financial advising experience
• Series 7 & 66, or willingness to obtain the licenses

Contact us today to discuss a smooth transition to a financial firm that enables entrepreneurs to do what they know best.