Wealth Management Client Service Position Available In Greenville, South Carolina

Wealth Management Client Service
Greenville, SC

Employment Type:

Direct Hire

Job Category:

Wealth

Job Number:

30789

Full-time/Part-time:

Full Time
Job Description

Salary:

$50k to $70k + bonus
What is your perfect fit?
Do you desire to work in a boutique wealth management firm with shared goals?
Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?
Would you like the option to stay in the administrative role or grow into an advisor?
If this describes you, then we need to talk.
What your future day will look like:
Use your Series 7 and 66 to conduct portfolio analysis, wealth management planning, and client reviews
Financial planning process/reports/implementation/monitoring
Performance reporting software management including billing system and trading platform execution/brokerage allocation management
Client data management from other various computer systems
Compliance functions including data consolidation or keeping books/records
Maintain communication with financial partners/asset managers/custodians we work with
Customer service and handling client requests and follow ups
Product comprehension including brokerage, insurance, annuities etc
Preparing meeting review packets
Backup for admin who may be out (preparing account paperwork, answering phones, etc)
Helping plan and execute firm events

Benefits Offered:

Pension plan
2 weeks PTO
401k with 3% contribution and profit sharing
Holiday Pay

Type:

Direct Hire
To be a champion in this role, you will need:
Series 7 and 66 or industry experience with willingness to obtain
Good personal credit and clean background check
Desire to serve clients
2+ years of experience in the wealth management industry
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.