Note: The job is a remote job and is open to candidates in USA. DTServices is looking to bring a Financial Consultant onboard, who will provide guidance on investment strategies, portfolio management, and risk mitigation. The role involves developing relationships with clients and creating tailored investment strategies to help them achieve their financial objectives.
Responsibilities
• Develop and maintain 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 client's needs
• Provide ongoing portfolio reviews and performance assessments to ensure clients remain on track
Skills
• Proven experience in financial advising, wealth management, or investment consulting
• Strong understanding of asset allocation, diversification, and risk management principles
• Excellent communication, presentation, and relationship-building skills
• Self-motivated and goal-oriented, with a proven ability to generate and retain clients
• Relevant securities and/or insurance licenses (Series 6, 7, 63, 65, or 66) preferred; ability to obtain licenses also considered
Benefits
• Upfront commissions on new business generated.
• Residual income for ongoing client accounts and assets under management.
• Renewal commissions on recurring investment and risk management products.
• Trail commissions on managed accounts and investment products.
• Performance and production bonuses for meeting or exceeding expectations
Company Overview
• Finance It was founded in undefined, and is headquartered in , with a workforce of 11-50 employees. Its website is .