Senior Wealth Advisor
3 days ago
Our Approach
We are committed to excellence in delivering customer-centric advisory services at Goodwill Solutions. Our mission emphasizes providing tailored financial guidance to meet the unique needs and aspirations of our clients.
Job Details
This full-time hybrid role for a Senior Financial Advisor involves analyzing clients' financial situations, developing individualized financial plans, and staying informed about market trends to offer expert advice.
Essential Skills
- Financial planning and finance expertise
- Retirement planning and investments knowledge
- Proven experience in financial advisory
- Strong analytical and problem-solving skills
- Effective communication and interpersonal skills
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