Licensed Financial Advisor

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 ambitionsIntegrity, ethical, and a strong sense of moralityPassion for making a difference and helping peopleSelf-motivated, accountable, and a team playerAbility to receive coaching and feedbackStrong interpersonal skillsSelf-motivatedEnjoys working in a fast-paced, highly productive, value-driven environmentRequirements - Please READMust be over the age of 18Some college; BS/BA preferredDriver's LicenseBackground check required - No criminal history whatsoeverWilling to obtain a state license if you do not have one yet2-3 years of customer service/client interaction recommended (not required)About Company:Dream Team Financial is a financial consulting firm that specializes in helping clients achieve their financial goals. Whether it's managing investments, planning for retirement, or navigating complex tax situations, Dream Team Financial has the expertise to guide clients through every step of the process.One of the core values of Dream Team Financial is personalized service. Each client is treated as an individual with unique needs and circumstances. The team takes the time to get to know their clients and understand their goals, so that they can develop customized solutions that meet their specific needs.We are bridging the gap from complexity to simplicity with true financial education!