Note: The job is a remote job and is open to candidates in USA. DT Services - Financial & Consulting is a financial services firm dedicated to guiding individuals and families through retirement planning with a focus on education, strategic guidance, and long-term planning. The Financial Consultant will be responsible for developing client relationships, assessing their financial goals, and providing tailored investment strategies.
Responsibilities
- Develop new and maintain existing relationships with clients seeking professional financial guidance
- Assess client goals, risk tolerance, and investment preferences through detailed consultations
- Create and present customized investment and risk management strategies tailored to each of our client's needs
- Provide ongoing portfolio reviews and performance assessments to ensure clients remain on track
Skills
- Life and Health license /and or ability to obtain licenses
- Securities after life and health license (Series 6, 7, 63, 65, or 66)
Company Overview