Financial Consultant

DT Financial; United States; Remote; USD 65,000 - 140,000; Full time

Job summary

DT Financial is seeking an entry-level Financial Consultant to provide comprehensive financial planning and consulting for a diverse clientele. The role offers flexible scheduling, a comprehensive training program, and opportunities for leadership advancement, making it ideal for self-motivated individuals passionate about helping others. Compensation is performance-based, reflecting both salary and commission structures.

Benefits

Comprehensive training program

Mentorship and professional development

Culture promoting diversity, teamwork, work/life balance

Opportunities for leadership and specialized roles

Qualifications

• Must be over 18.
• Driver's License required.
• Background check with no criminal history.

Responsibilities

• Assist clientele with comprehensive financial planning and consulting.
• Create your own weekly schedule.

Skills

Integrity

Passion for helping others

Strong interpersonal skills

Self-motivated

Education

Bachelor’s degree preferred

Some college

Job description

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We are a full-fledged wealth and financial consulting firm representing major financial companies across North America. The role involves assisting a diverse clientele with comprehensive financial planning and consulting. Consultants typically start part-time with potential for immediate leadership advancement.

Our services include:

• Wealth Management
• Retirement Planning
• Tax Deductions
• College Funding
• Wealth Preservation (Insurance)
• Business Planning
• Corporate Group Plans
• And more...

Ideal qualities include:

• Integrity and strong morality
• Passion for helping others
• Self-motivated, accountable, team-oriented
• Receptive to coaching and feedback
• Strong interpersonal skills
• Enjoys fast-paced, productive environments

Requirements - (PLEASE READ):

• Must be over 18
• Some college; Bachelor’s degree preferred
• Driver's License
• Background check—no criminal history
• Willing to obtain a state license if not already licensed
• 2-3 years customer service/client interaction experience recommended

Schedule:

• Create your own weekly schedule with training sessions

Benefits include:

• Comprehensive training program
• Mentorship and professional development
• Culture promoting diversity, teamwork, work/life balance, recognition
• Opportunities for leadership and specialized roles
• Advanced planning tools and wealth management platforms
• Performance-based income (residuals, renewals, commissions, assets under management, bonuses)

Compensation varies based on licenses obtained:

• Residuals, renewals, commissions, assets under management, bonuses

This position can be performed remotely.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance and Sales

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