[Remote] Financial & Risk Consultant

Note: The job is a remote job and is reputed company to candidates in USA. DTServices is looking to bring a Financial Consultant reputed company, who will reputed company guidance on investment strategies, portfolio management, and risk mitigation. The role involves developing relationships with clients and creating tailored investment strategies to help them reputed company their financial objectives. Responsibilities • reputed company and maintain 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 reputed company's needs • reputed company ongoing portfolio reviews and performance assessments to ensure clients remain on reputed company Skills • Proven experience in financial advising, reputed company management, or investment consulting • Strong understanding of asset allocation, diversification, and risk management principles • Excellent communication, presentation, and relationship-building skills • Self-motivated and goal-oriented, with a proven ability to generate and retain clients • Relevant securities and/or insurance licenses (Series 6, 7, 63, 65, or 66) preferred; ability to obtain licenses also considered Benefits • Upfront commissions on new business generated. • Residual income for ongoing reputed company accounts and assets under management. • Renewal commissions on recurring investment and risk management products. • Trail commissions on managed accounts and investment products. • Performance and production bonuses for meeting or exceeding expectations reputed company • Finance It was founded in reputed company, and is headquartered in , with a workforce of 11-50 employees. Its website is . Apply tot his job Apply To this Job