JOSHUA GOODSON
Charlotte,NC
Summary
Skilled and driven Financial Professional with 4 years of financial services experience. An effective communicator with strong sales skills able to effectively meet clients' investment needs. Extremely organized with strong time management skills.
Overview
17
17
years of professional experience
Work History
INVESTMENT RESOURCE CONSULTANT
WELLS FARGO ADVISORS
01.2015 - Current
- Helped New and Existing Clients Determine Best Investment Solutions to Meet Their Needs
- Partnered with Bank and Advisory Representatives to Meet Clients' Investment Needs and Provide Total Financial Service
- Sold and Opened Self-Directed Brokerage Accounts for Clients
- Helped Clients Fund Accounts by ACH, ACAT, LOA, etc
- Retained Brokerage and Retirement Assets by Providing Investment Solutions
- Maintained Monthly Performance Requirements Including Accounts Opened, New Assets, Product Referrals to Other Departments, and Professional Service Levels
FINANCIAL CONSULTANT
AXA ADVISORS
05.2013 - 09.2014
- Established Financial Plans for Individuals and Families that would allow them to Navigate Life Financially Successful.
- Held Sales Meetings to Close New Business.
- Networked to Meet New Prospects
- Maintained a Schedule of New Meetings with Prospects
- Held Meetings for 1x1 Presentations and Group Presentations for 12-50 people
- Maintained Strict Compliance with Rules and Regulations of AXA and all Federal & State Regulatory Authorities
DEPUTY SHERIFF
MUSCOGEE COUNTY SHERIFF'S OFFICE
11.2010 - 05.2013
- Worked Security in Muscogee County Jail to Ensure Safe and Proper Intake of New Inmates to Facility, Safe Daily Operations of all Housing Areas, Including High-Risk Areas/Inmates
- Worked Municipal, Recorder's, and Superior Courts
- Provided Testimony in Courts
- Patrolled City of Columbus Ensuring Proper Service of Legal Documents
- Performed Execution of Active Warrants, Traffic Stops, Criminal Arrests, and Patrols of High Crime Areas
- Ensured All Actions were in Compliance with Standard Operating Procedures of my Department as well as within Individuals' Constitutional Rights
OFFICE MANAGER
B & L CONTRACTING
01.2010 - 11.2010
- Responsible for Daily Operation of the Office During Multiple Construction Projects
- In Charge of Putting Together Material Proposals and Ensuring Proper Materials were Ordered and Delivered On Time
- Ensured All Materials Used were in Compliance with all Federal, State, and Local Regulations as well as the Clients' Requests
- Filled In As Needed as Labor and Performed Various Functions on Multiple Construction Sites
RECRUITER
BLUEWATER ENERGY SOLUTIONS, INC
09.2007 - 01.2010
- Filtered Resumes of New Applicants in the Power Industry
- Contacted Potential Candidates for Contract Opportunities
- Negotiated Contract Terms with Clients and Candidates
- Assisted in Travel Arrangements and Ensured Employees Arrived On Site
- Maintained Contact with Employees through Completion of Assignments
- Located and Organized Manpower for Domestic and International Projects in Countries Including the United States, Canada, Ghana, and Algeria
Education
Bachelor of Science - Business Management
UNIVERSITY OF GEORGIA, TERRY COLLEGE OF BUSINESS
GEORGIA LAW ENFORCEMENT ACADEMY
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FINRA SERIES 7
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FINRA SERIES 66
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CHARTERED RETIREMENT PLANNING COUNSELOR
SERVICE & LEADERSHIP
Student Ministry Team - Cascade Hills Church 2002-2004Leadership Team - Wesley Foundation 2005-2007Mission Group to Los Angeles 2005Student Ministry Leader - St. James United Methodist Church 200-2007D-Leader (Discipleship) - Souled Out Student Ministries 2004-2008Middle School Ministry Leader - MyChurch 2012-2013Children's Ministry Volunteer - Elevation Church 2015-2016
Timeline
INVESTMENT RESOURCE CONSULTANT
WELLS FARGO ADVISORS
01.2015 - Current
FINANCIAL CONSULTANT
AXA ADVISORS
05.2013 - 09.2014
DEPUTY SHERIFF
MUSCOGEE COUNTY SHERIFF'S OFFICE
11.2010 - 05.2013
OFFICE MANAGER
B & L CONTRACTING
01.2010 - 11.2010
RECRUITER
BLUEWATER ENERGY SOLUTIONS, INC
09.2007 - 01.2010
Bachelor of Science - Business Management
UNIVERSITY OF GEORGIA, TERRY COLLEGE OF BUSINESS
GEORGIA LAW ENFORCEMENT ACADEMY
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FINRA SERIES 7
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FINRA SERIES 66
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CHARTERED RETIREMENT PLANNING COUNSELOR
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