Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Dawson Financial Services Job Advertisement

About Dawson Financial Services

Dawson Financial Services is a leading financial services firm that offers a wide range of services to help clients manage their finances effectively. With a team of experienced professionals, we are committed to providing top-notch financial solutions to our clients.

Position: Financial Planning Consultant

We are currently seeking a talented and motivated Financial Planning Consultant to join our team at Dawson Financial Services. As a Financial Planning Consultant, you will be responsible for providing personalized financial planning services to clients, helping them achieve their financial goals and objectives.

Responsibilities:

• Conduct detailed financial analysis to assess clients’ current financial situation
• Develop customized financial plans based on clients’ goals and risk tolerance
• Provide recommendations on investments, retirement planning, insurance, and other financial matters
• Monitor and review clients’ financial plans on a regular basis
• Build and maintain strong relationships with clients

Requirements:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning
• Strong analytical and problem-solving skills
• Excellent communication skills
• Ability to work independently and as part of a team

Position: Investment Advisory Service

We are looking for an Investment Advisory Service professional to join our team at Dawson Financial Services. As an Investment Advisory Service expert, you will be responsible for providing investment advice and guidance to clients, helping them make informed decisions about their investments.

Responsibilities:

• Conduct research and analysis on various investment options
• Develop and recommend investment strategies based on clients’ financial goals and risk tolerance
• Monitor and adjust clients’ investment portfolios on a regular basis
• Stay up to date on market trends and changes in regulations
• Provide ongoing support and guidance to clients

Requirements:

• Bachelor’s degree in Finance, Economics, or related field
• Series 7 and Series 66 licenses required
• Minimum of 5 years of experience in investment advisory
• Strong knowledge of financial markets and investment products
• Excellent interpersonal and communication skills
• Ability to thrive in a fast-paced and dynamic environment

Position: Insurance

We are seeking an Insurance expert to join our team at Dawson Financial Services. The ideal candidate will have a strong understanding of insurance products and the ability to help clients navigate their insurance needs effectively.

Responsibilities:

• Educate clients on various insurance products, including life, health, and disability insurance
• Assess clients’ insurance needs and recommend suitable coverage options
• Process insurance applications and claims efficiently
• Provide ongoing support and assistance to clients regarding their insurance policies
• Stay informed about changes in the insurance industry and regulations

Requirements:

• Insurance license required
• Minimum of 3 years of experience in the insurance industry
• Strong knowledge of insurance products and regulations
• Excellent customer service and interpersonal skills
• Detail-oriented and organized
• Ability to work effectively in a team environment

If you are interested in joining the Dawson Financial Services team, please apply on this page. We look forward to reviewing your application and discussing how you can contribute to our success.