Overview
Senior Financial Advisor Jobs in Benonie, South Africa at Goodwill Solutions
Location: Benonie
Company Description
Goodwill Solutions is a licensed Financial Service Provider focused on delivering exceptional service and advice to our clients. Our mission is to ensure that every customer receives the best financial guidance possible, tailored to their unique needs and aspirations. With a commitment to excellence, Goodwill Solutions stands out in the industry for its customer-centric approach and expert advisory services.
Role Description
This is a full-time hybrid role for a Senior Financial Advisor, located in Benoni with some remote work options available. The Senior Financial Advisor will be responsible for providing comprehensive financial planning and advisory services to clients, including retirement planning, investments, and wealth management. Daily tasks will include analyzing clients’ financial situations, developing individualized financial plans, and staying abreast of market trends to offer informed advice.
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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Title: Senior Financial Advisor
Company: Goodwill Solutions
Location: Benonie, South Africa
Category: Finance & Banking (Financial Consultant), Sales