Job Description
About Us
Dynamic Capital Financial Group is a client-focused financial services firm dedicated to delivering tailor-made, tax-efficient strategies to help individuals, families, and businesses achieve financial freedom. Our services include insurance, retirement planning, wealth management, and investment solutions. We pride ourselves on building long-term relationships, guiding clients with integrity, and providing clarity in a rapidly evolving financial landscape.
Position Overview
We are seeking a driven and professional Financial Consultant to join our growing team. The ideal candidate will have strong interpersonal skills, a passion for helping others, and the ability to deliver personalized financial solutions. As a consultant, you will educate clients, assess their needs, and design strategies that align with their goals—while building and managing your own book of business.
Key Responsibilities
Develop and maintain long-term relationships with clients by understanding their financial needs and goals.
Provide comprehensive financial planning solutions, including insurance, retirement planning, and investment strategies.
Conduct client consultations, analyze financial situations, and recommend tailored solutions.
Stay informed on market trends, tax laws, and financial products to offer up-to-date guidance.
Collaborate with internal team members to deliver holistic financial strategies.
-Generate new business through networking, referrals, seminars, and community engagement.
Maintain compliance with all regulatory and company standards.
Qualifications
Bachelor’s degree in Finance, Business, Economics, or related field (preferred).
Prior experience in financial services, insurance, wealth management, or sales is a plus.
Strong communication and presentation skills.
Ability to analyze financial data and recommend suitable solutions.
Self-motivated, entrepreneurial mindset, and goal-oriented.
State licensing for life & health insurance (or willingness to obtain).
Securities licenses (Series 6, 7, 63, or 65) are preferred but not required.
-THIS IS A 1099 POSITION
-HIGHEST INDUSTRY COMMISSION PAY
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