Executive Financial Consultant
3 days ago
Company Overview
Goodwill Solutions is a licensed financial services provider dedicated to delivering exceptional customer-centric advisory services. Our mission focuses on providing tailored financial guidance to meet the unique needs and aspirations of our clients.
Role Description
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.
Required Skills and Qualifications
- Proven experience in financial planning and advisory
- Strong analytical and problem-solving skills
- Effective communication and interpersonal skills
- Ability to build and maintain client relationships
- Professional certifications (COB and RE5)
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