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Wealth Management Assistant

Greenville, SC

Job Category: Administrative Job Number: 47681 Full-time/Part-time: Full-time

Job Description

Why you will love this job:

  • Great team environment in a boutique firm with shared goals!
  • Opportunity to get out of business development and sales to focus on client service.
  • Salaried role offers stability and firm wide bonus based on team success.
  • Utilize your Series 7 and 66 in a support role that allows you to focus on service over sales.

Salary: $55-65k+ bonus potential

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:

  • Full benefits including medical, dental, PTO, 401k, etc.

Type: Direct Hire

To be a champion in this role, you will need:

  • Series 7 and 66
  • Ability to pass background and credit check
  • Desire to serve customers and passion for helping others
  • 5+ years of related experience

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.

Meet Your Recruiter

Catherine Culler

Catherine Culler joined the Godshall recruiting team back in 2000. Graduating from Clemson University with a degree in marketing, she started her career as a District Manager for ADP before moving into pharmaceutical sales. She is heavily involved in the community serving as a member on the Women of St. Francis Foundation, South Carolina Upstate Paralegal Association, and actively involved at her church First Presbyterian. Catherine is a wife and mother to three children, a zealous runner, and a cycle instructor at the Caine Halter YMCA.

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