[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.ResponsibilitiesDeliver personalized financial strategies to clientsConduct financial assessmentsProvide guidance on retirement planning and wealth management solutionsFoster strong communication with clientsEducate clients on financial literacyHelp clients achieve their financial goals through tailored servicesWork independently, leveraging a wide array of financial tools and solutions to achieve client successSkillsStrong skills in Financial Planning, Retirement Planning, and Financial ServicesSolid understanding of Finance and thorough knowledge of financial products and strategiesEffective Communication skills to educate and guide clients in making informed decisionsDemonstrated ability to build lasting client relationships and adapt financial strategies to individual needsSelf-motivated, disciplined, and able to work efficiently in a remote setupRelevant certifications (e.g., CFP, Series 6 or 7, or state life/health licenses) are a plusExperience in a non-captive financial model or working with multiple product providers is beneficialCompany OverviewDream 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. It was founded in undefined, and is headquartered in , with a workforce of 11-50 employees. Its website is .