What are the responsibilities and job description for the Financial Consultant position at DG Agency?
Welcome to DG Agency , a vibrant and welcoming financial advisory firm positioned at the heart of Cincinnati, Ohio. We invite you to join our dynamic team as a Financial Consultant, where you'll have the unique flexibility of a hybrid remote work environment designed to balance professional goals and personal lifestyle. Here at DG Agency, we foster a positive and collaborative atmosphere, making it an inviting place for those passionate about helping clients achieve their financial aspirations. In this role, you'll be instrumental in advising our diverse client base, crafting detailed financial plans, and guiding them towards informed financial decisions. With an emphasis on building trust and long-term relationships, our consultants are dedicated to delivering exemplary service and customized solutions to meet each client's unique financial needs. If youre enthusiastic about making a difference in the financial lives of others and eager to grow within a supportive and energetic team, DG Agency welcomes your application.
Benefits
Annual Base Salary Commission Bonus Opportunities
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
High Commission
Passive Income
Exciting Culture
Responsibilities
Client Engagement : Build and maintain client relationships through regular communication and meetings, ensuring a deep understanding of their financial objectives.
Financial Planning : Develop comprehensive financial plans tailored to client needs, covering areas such as investments, retirement planning, and savings strategies.
Portfolio Management : Monitor client portfolios, making recommendations for adjustments based on market conditions and client's risk tolerance.
Market Analysis : Stay updated with financial markets and economic trends to provide valuable insights and advice to clients.
Compliance : Ensure all financial services adhere to industry regulations and company policies.
Education : Educate clients on financial products, risks, and opportunities to empower informed decision-making.
Requirement
Qualifications : Bachelor's degree in Finance, Business Administration, or a related field.
Experience : Proven experience in financial consulting or a similar advisory role preferred.
Licensing : Relevant certifications such as CFP, CFA, or similar are highly desirable.
Communication : Excellent verbal and written communication skills.
Analytical Skills : Strong analytical skills with the ability to interpret complex financial data.
Client Focus : Demonstrated commitment to client service and an understanding of client needs.
Problem Solving : Ability to identify and resolve financial issues effectively and efficiently.
Technology : Proficiency in financial software and CRM systems.
Teamwork : Collaborative spirit, capable of working well within a team.
Adaptability : Ability to thrive in a hybrid working environment.
Salary : $45,000 - $125,000
