[Remote] Financial Services Consultant
Note: The job is a remote job and is open to candidates in USA. DT Financial is a full-service retirement and insurance planning firm focused on empowering clients through education-driven financial strategies. The Financial Services Consultant will deliver personalized financial strategies, conduct assessments, and guide clients on retirement planning and wealth management solutions while fostering strong communication and educating them on financial literacy.
Responsibilities
- Deliver personalized financial strategies to clients
- Conduct financial assessments
- Provide guidance on retirement planning and wealth management solutions
- Foster strong communication with clients
- Educate clients on financial literacy
- Help clients achieve their financial goals through tailored services
- Work independently, leveraging a wide array of financial tools and solutions to achieve client success
Skills
- 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
- Relevant certifications (e.g., CFP, Series 6 or 7, or state life/health licenses) are a plus
- Experience in a non-captive financial model or working with multiple product providers is beneficial
Company Overview