Note: The job is a remote job and is open to candidates in USA. DT Services - Financial & Consulting is a financial services firm dedicated to guiding individuals and families through retirement planning. The Financial Consultant role involves developing and maintaining client relationships, assessing client goals, and creating customized investment strategies.
Responsibilities
- Develop new and maintain existing relationships with clients seeking professional financial guidance
- Assess client goals, risk tolerance, and investment preferences through detailed consultations
- Create and present customized investment and risk management strategies tailored to each of our client's needs
- Provide ongoing portfolio reviews and performance assessments to ensure clients remain on track
Skills
- Life and Health license /and or ability to obtain licenses
- Securities after life and health license (Series 6, 7, 63, 65, or 66)
Company Overview
Downside Transfer Services is a financial services firm focused on helping individuals and families better understand their financial options as they prepare for and move through retirement. It was founded in 2021, and is headquartered in California , US, with a workforce of 11-50 employees. Its website is https://dtservicesfc.lovable.app.