DT Financial · 1 day ago
Financial Services Consultant
United States
Contract
Remote
Entry Level
2+ years expDT Financial is a full-fledged wealth and financial consulting firm representing major financial companies in North America. The role involves helping a diverse clientele with comprehensive financial planning and consulting, with opportunities for leadership advancement.
Financial Services
Responsibilities
Helping a wide range of clientele with full fledged financial planning and consulting
Utilizing every aspect of the financial industry: Wealth Management, Retirement Planning, Tax Deductions, College Funding, Wealth Preservation (Insurance), Business Planning, Corporate Group Plans, and more
Qualification
Required
Must be over the age of 18
Some college; BS/BA preferred
Driver's License
Background check required - No criminal history whatsoever
Willing to obtain a state license if you do not have one yet
2-3 years of customer service/client interaction recommended (not required)
Benefits
A Competitive training program to help you get started
Mentorship and professional development training throughout your entire career
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
The opportunity to pursue leadership and specialized roles
Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Solely Performance-Based (income tax benefits)
CAN BE DONE REMOTELY
Company
DT Financial
Dream Team Financial is a financial consulting firm that specializes in helping clients achieve their financial goals.
Founded in 2018United States, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Anthony Hermosillo
Financial Consultant - Founding Partner
Company data provided by crunchbase