Investment and Retirement Specialist
3 days ago
Welcome to Goodwill Solutions
We are a licensed Financial Service Provider focused on delivering exceptional service and advice to our clients. Our mission is to ensure every customer receives the best possible financial guidance tailored to their unique needs and aspirations.
The Job Description
This full-time hybrid role as a Senior Financial Advisor offers an opportunity to work with a dynamic team and contribute to our mission of providing exceptional financial guidance. Responsibilities include analyzing client financial situations, developing individualized financial plans, and staying current with market trends to offer informed advice.
Your Qualifications
- Financial planning and finance skills
- Retirement planning and investments expertise
- Proven experience in financial 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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