Join us at DT Financial as a Licensed Financial Advisor, where you'll empower individuals to reach their financial aspirations. You'll engage with clients, delivering personalized financial planning and consulting services tailored to their unique needs. Our team prides itself on guiding clients through investment management, retirement planning, and complex tax situations with clarity and confidence. You'll begin with flexible part-time opportunities, with pathways for immediate leadership advancement, allowing you to grow alongside us. At DT Financial, we believe in bridging the gap from complexity to simplicity through true financial education. Our collaborative work environment, competitive salaries, and comprehensive benefits package create a supportive space for your career growth. We emphasize innovation and diversity, treating each client as an individual and fostering personalized employee development plans. Join us in transforming financial interactions into trust-filled partnerships. Responsibilities: • Engage with clients to understand their financial goals and provide tailored advice that aligns with their aspirations. • Develop comprehensive financial plans that encompass investment strategies, retirement planning, and tax optimization. • Foster trust-filled partnerships by maintaining open communication and delivering exceptional client service. • Stay informed about industry trends and regulatory changes to ensure compliance and provide up-to-date advice. • Collaborate with our team to create innovative solutions that simplify complex financial concepts for clients. • Guide clients through the investment management process, ensuring their portfolios align with their risk tolerance and objectives. • Lead educational sessions to empower clients with financial knowledge, enhancing their decision-making capabilities and confidence in their financial future. Qualifications: Qualities We're Looking For: • Business-driven ambitions • 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 • Self-motivated • 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) Compensation: $25,000 - $50,000 yearly
• Engage with clients to understand their financial goals and provide tailored advice that aligns with their aspirations. • Develop comprehensive financial plans that encompass investment strategies, retirement planning, and tax optimization. • Foster trust-filled partnerships by maintaining open communication and delivering exceptional client service. • Stay informed about industry trends and regulatory changes to ensure compliance and provide up-to-date advice. • Collaborate with our team to create innovative solutions that simplify complex financial concepts for clients. • Guide clients through the investment management process, ensuring their portfolios align with their risk tolerance and objectives. • Lead educational sessions to empower clients with financial knowledge, enhancing their decision-making capabilities and confidence in their financial future.