DT Financial · 3 weeks ago
Financial Services Consultant
United States
Contract
Remote
Mid LevelDream Team Financial (DT Financial) is a full-service retirement and insurance planning firm dedicated to empowering individuals, families, and business owners through education-driven financial strategies. The primary responsibilities of the Financial Services Consultant include delivering personalized financial strategies to clients, conducting financial assessments, and providing guidance on retirement planning and wealth management solutions.
Financial Services
Hiring Manager
Anthony Hermosillo
Responsibilities
Delivering personalized financial strategies to clients
Conducting financial assessments
Providing guidance on retirement planning and wealth management solutions
Fostering strong communication with clients
Educating clients on financial literacy
Helping clients achieve their financial goals through tailored services
Qualification
Required
Strong skills in Financial Planning, Retirement Planning, and Financial Services
Solid understanding of Finance and thorough knowledge of financial products and strategies
Effective Communication skills to educate and guide clients in making informed decisions
Demonstrated ability to build lasting client relationships and adapt financial strategies to individual needs
Self-motivated, disciplined, and able to work efficiently in a remote setup
Preferred
Relevant certifications (e.g., CFP, Series 6 or 7, or state life/health licenses)
Experience in a non-captive financial model or working with multiple product providers
Company
DT Financial
Dream Team Financial is a full service retirement and insurance planning firm that focuses on helping individuals, families, and business owners build more efficient financial strategies through education first.
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase