DT Financial ยท 1 day ago
Financial Consultant
United States
Contract
Remote
Entry Level
2+ years exp
Maximize your interview chancesFinancial Services
Hiring Manager
Anthony Hermosillo
Insider Connection @DT Financial
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Responsibilities
Helping a wide range of clientele with full fledged financial planning and consulting.
Qualification
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Required
Must be over the age of 18
Driver's License
Background check required - No criminal history whatsoever
Willing to obtain a state license if you do not have one yet
Some college
Preferred
BS/BA preferred
2-3 years of customer service/client interaction recommended (not required)
Benefits
Competitive training program
Mentorship and professional development training
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)
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
