Qureos Mentor

dtservices inc

Overview We are seeking a skilled Financial Consultant to join our team. The ideal candidate will provide expert financial guidance to clients, assisting them in making informed decisions about their money and financial goals.Duties - Conduct in-depth financial analysis for clients - Offer advice on investments, insurance, and other financial instruments - Develop customized financial plans tailored to individual client needs - Utilize financial software to track client accounts and portfolios - Drive sales through effective communication of financial products and servicesExperience (Not Required) - Proven experience in financial planning, sales, or related field - Strong understanding of asset management and financial markets - Proficiency in financial software applications - Excellent communication and interpersonal skills - Bachelor's degree in Finance, Economics, or related field (preferred) *Entry Level is also acceptedJob Types: Full-time, Part-timePay: From $60,000.00 per yearWork Location: Remote

Financial Consultant

Join dtservices inc and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

dtservices inc

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Financial Consultant