DT Services · 1 day ago
Financial Consultant
United States
Contract
Remote
Mid LevelDT Services 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 financial strategies to help clients achieve their financial objectives.
Financial Services
Hiring Manager
Alfonso Ochoa
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
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 Services
We are a financial services firm focused on helping individuals and families better understand their financial options as they prepare for and move through retirement.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase