Personal Finance Leadership Role

2 days ago


San Francisco, California, United States Goismo Full time

**Overview:** Goismo seeks a Personal Finance Leadership Role to spearhead our client advising efforts. As a trusted advisor, you will help clients make informed decisions about their financial well-being.

**Key Responsibilities:**

  • Conducting comprehensive financial analyses to identify areas for improvement.
  • Developing tailored financial plans to meet clients' unique needs.
  • Providing ongoing guidance and support to clients as they implement their financial plans.

**Requirements:** A deep understanding of personal finance, investments, and regulatory requirements is essential. A CFP certification is highly desirable.

**Salary Range:** $180,000 - $250,000 per year based on location and experience.

**Join Our Team:** If you are passionate about helping others achieve financial stability and success, we encourage you to apply for this exciting opportunity.



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