[Remote] Financial Consultant

Note: The job is a remote job and is open to candidates in USA. DT Services - Financial & Consulting is a financial services firm that guides individuals and families through retirement planning, risk management, tax-aware planning, and legacy considerations. The Financial Consultant develops and maintains client relationships, assesses financial goals and risk preferences, creates customized investment strategies, and conducts ongoing portfolio reviews.

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
• We also consider Securities after life and health license (Series 6, 7, 63, 65, or 66)

Company Overview

Downside Transfer Services is a financial services firm focused on helping individuals and families better understand their financial options as they prepare for and move through retirement. It was founded in 2021, and is headquartered in California , US, with a workforce of 11-50 employees. Its website is https://dtservicesfc.lovable.app.