Financial Consultant jobs in United States
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DT Financial · 2 days ago

Financial Consultant

positionUnited States
timeContract
remoteRemote
seniorityMid Level

DT Financial is seeking a Financial Consultant to provide guidance on investment strategies, portfolio management, and risk mitigation. The role involves developing client relationships and creating tailored investment strategies to help clients achieve their financial objectives.

Financial Services
Hiring Manager
Alfonso Ochoa
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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

Qualification

Financial advisingWealth managementInvestment consultingAsset allocationRisk managementSecurities licensesCommunication skillsPresentation skillsRelationship-building

Required

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

Preferred

Relevant securities and/or insurance licenses (Series 6, 7, 63, 65, or 66) preferred; ability to obtain licenses also considered

Company

DT Financial

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Dream Team Financial is a financial consulting firm that specializes in helping clients achieve their financial goals.
dateFounded in 2018
location
United States, US
people-size51-200 employees

Funding

Current Stage
Growth Stage

Leadership Team

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Anthony Hermosillo
Financial Consultant - Founding Partner
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Company data provided by crunchbase