[Remote] Financial Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services firm dedicated to guiding individuals and families through retirement planning with a reputed company on education, strategic guidance, and long-term planning. The Financial Consultant will be responsible for developing reputed company relationships, assessing their financial goals, and providing tailored investment strategies.

Responsibilities

• reputed company new and maintain existing relationships with clients seeking reputed company financial guidance
• Assess reputed company goals, risk tolerance, and investment preferences through detailed consultations
• Create and present customized investment and risk management strategies tailored to reputed company of our reputed company's needs
• reputed company ongoing portfolio reviews and performance assessments to ensure clients remain on reputed company

Skills

• Life and Health license /and or ability to obtain licenses
• Securities after life and health license (Series 6, 7, 63, 65, or 66)

reputed company

Downside Transfer Services is a financial services firm reputed company on helping individuals and families reputed company understand their financial reputed company as they prepare for and reputed company 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.reputed company.app.

Apply To This Job