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Wealth Management Paraprofessional
27 Cleveland St , Suite 103 Greenville, SC 29601 US
Job Description
Is this your perfect fit?
- Do you have an interest and passion in the wealth management industry?
- Would you love a support role were you DON’T sell, but focus on superior service?
- Are you looking for a growth opportunity to get your series 7 and 66?
- Would you love to work in downtown Greenville among all the shops and restaurants?
- Do you want to work or a firm that hires and promotes based on core values rather than production?
What your future day will look like:
- Collaborate with the financial advisor to analyze clients' financial situations and align strategies with future goals.
- Support estate planning by preparing relevant documents and wealth management strategies.
- Brief advisor on upcoming client meetings and manage follow-up tasks to ensure timely execution.
- Handle client service requests including account setup, transfers, updates, and other advisory needs.
- Create and maintain financial plans, investment models, insurance proposals, and presentation materials.
- Assist in the sales process by providing documentation and insights during client interactions.
- Keep CRM updated with client communications, status changes, and new opportunities.
Benefits Offered:
- Full benefits!Â
Type:Â Â Direct Hire
To be a champion in this role, you will need:
- Ability to pass background check and credit check
- Experience in finance, wealth management or personal banking OR a related BS degree
- Series 66 and Series 7 preferred
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 ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step.
If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is 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.
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Meet Your Recruiter
Cathy Boggs
Recruiter
Cathy is a Greenville native who graduated from Clemson with a BS in Business Management. After working for 3 years for Babies R Us in both human resources and inventory control management roles, she joined Godshall in 1999 as a Recruiter and Staffing Specialist. Her primary recruiting focus is in banking, accounting, human resources, legal and administrative placements. She is involved in St. Francis Forum, NALS, Covenant United Methodist Church and Northwood Little League. This breast cancer survivor lives life the fullest by cheering on her two boys in baseball, watching her alma mater play every Saturday during the fall, and splurging on an occasional bowl of Cinnamon Toast Crunch.