DT Financial ยท 3 days 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
Hiring Manager
Anthony Hermosillo
Responsibilities
Helping a wide range of clientele with full fledged financial planning and consulting
Utilizing every aspect of the financial industry including Wealth Management, Retirement Planning, Tax Deductions, College Funding, Wealth Preservation, Business Planning, and Corporate Group Plans
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)
Preferred
BS/BA degree
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