Financial Services Consultant
dt financialNew York, NY
Financial Services Consultant
dt financialNew York, NYJunior L3
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.
We utilize every aspect of the financial industry:
Wealth Management
Retirement Planning
Tax Deductions
College Funding
Wealth Preservation (Insurance)
Business Planning
Corporate Group Plans
And more...
Qualities we're looking for:
Integrity, ethical and a strong sense of morality.
Passion for making a difference and helping people.
Self-motivated, accountable, and a team player.
Ability to receive coaching and feedback.
Strong interpersonal skills
Enjoys working in a fast-paced, highly productive, value-driven environment
!!! Requirements - (PLEASE READ) !!!
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)
Schedule: You create your own beside weekly trainings.
Whats provided:
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)
Our financial consultants are paid in various different ways depending on licenses obtained
(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)
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Level
Junior L3
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago