Spectrum Financial Resources is currently expanding our financial advisory firm and looking for experienced financial planning professionals who are interested in establishing an independent practice in Troy, Michigan.
We believe this presents an excellent opportunity to affiliate with a reputable established firm serving clients in the Detroit area for over 25 years.
We are in search of determined, goal-oriented financial advisors who are focused on their customers' needs and have experience in and knowledge of the financial services industry.Our organization is a full-service financial planning firm specializing in fee-based asset management. If you have a Series 7 license,at least five years experience and a book of business of at least $8 million, we are interested in discussing how our firm can support and enhance your business.Upon joining our team, you will immediately become an advisor under our independent RIA and benefit from fee-based compensation with potentially higher payouts.
We take pride in establishing long-term, personal relationships with each of our clients and have built our practice by offering high levels of personal service tailored to the needs of our clients.We are also affiliated with United Planners Financial Services (United Planners), member FINRA/SIPC, as our broker/dealer. United Planners is a Limited Partnership where top producers are the majority owners. To discuss how our independent financial advisory firm can help you to grow your business, please email resume and cover letter to firstname.lastname@example.org or call us at 248-643-0033.
Spectrum Financial Resources is a full-service financial planning firm in Troy, Michigan, with a long history of helping clients work toward their goals for financial well-being. We are trained professionals with over 100 years of combined experience, and we adhere to a code of ethics. It is always our objective to establish long-term relationships with our clients, and this is evidenced by the fact that many of them have been with us for at least 15 years.
About United Planners:
United Planners is a Partnership of quality financial professionals mutually committed to exceeding client expectations. United Planners provides full brokerage, insurance, and investment advisory services to over 300 prestigious financial professionals located throughout the United States. United Planners is a Financial Industry Regulatory Authority (FINRA) member. www.unitedplanners.com
United Planners executes and clears brokerage transactions through Pershing, LLC. Pershing is one of the largest financial clearing institutions.