https://JOBS.GODSHALL.COM/ en-us Salary: $135,000–$175,000 + bonus

Is this your perfect fit?  

• Do you have a passion for deep market research and shaping investment strategy?
• Would you like office perks, like an in-office fitness center and catered lunches?
• Do you desire to work in a beautiful office in a desirable downtown location?
• Would you enjoy being part of a collaborative, mission-driven wealth management team?

If that describes you, we need to talk!

What your future day will look like:

• Lead investment research and help shape portfolio direction, with a strong emphasis on growth and technology sectors.
• Analyze earnings releases, filings, and research sources to identify new opportunities and evaluate current holdings.
• Monitor model portfolios, execute approved changes, and track performance against strategic objectives.
• Present trends, recommendations, and sector insights to the investment team and leadership.
• Participate in client meetings as the investment subject-matter expert and help educate advisors with tools and research.
• Contribute to ongoing investment materials including committee reports, newsletters, collateral, and 401(k) model reviews.

Benefits offered:

• Health/Dental/Vision
• STD/LTD
• 401k with company match
• Incentive compensation
• PTO
• Paid Holidays

Type: Direct Hire

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

• (CFA) Chartered Financial Analyst designation required.
• Bachelor’s degree required
• 10+ years of experience in investment management, portfolio construction, or market strategy.
• MBA and Series 65 are a big plus!

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.


 ]]> Tue, 03 Mar 2026 00:00:00 EST 0 Salary:  $57000-$67000

Is this your perfect fit?

• Professional environment with collaborative culture
• Ability to participate in educational bonuses and profit sharing
• Monthly benefit bonuses

If that describes you, we need to talk!

What your future day will look like:

• Communicate with clients and keep client information updated
• Prepare and submit transactional paperwork
• Prepare folders and materials for client meetings
• Monitor and manage client activity
• Uphold confidentiality and accuracy in all client communication

Type:   Direct Hire

Benefits:

• Monthly health bonus
• Profit sharing
• Educational bonus
• 401k
• PTO and paid holidays
   

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

• Heavy attention to detail
• Strong client communication and interpersonal skills
• MS Office proficiency
• Prior financial advisory or wealth management industry experience required
• Clean personal credit

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.]]> Tue, 03 Mar 2026 00:00:00 EST 0 Salary: $60,000-$85,000+ bonus 

Is this your perfect fit?

• Do you enjoy working at the center of investment operations where accuracy, compliance, and execution matter every day?
• Are you licensed and experienced in supporting investment transactions while maintaining strong regulatory standards?
• Are you looking for a fast-paced, growth-focused environment where your operational expertise directly supports client outcomes?

If that describes you, we need to talk!

What your future day will look like:

• Coordinate and execute investment transactions including trades, transfers, settlements, and distributions with precision.
• Monitor cash activity, trade settlements, and reconciliations across multiple financial systems.
• Maintain detailed operational records to ensure compliance with internal controls and regulatory requirements.
• Support regulatory and compliance reporting by preparing documentation related to securities and audit standards.
• Review activity for risk or irregularities and support fraud prevention and SOX-aligned controls.
• Contribute to process improvements by identifying efficiency opportunities within systems and workflows.

Benefits offered: Medical, PTO, holiday, 401k

Type: Direct Hire

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

• Active SIE, Series 7, and Series 66 licenses (or comparable registrations)
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Experience working in investment operations, financial services, or securities support roles
• Strong understanding of securities regulations, compliance standards, and operational controls
• Proficiency working with investment or financial software platforms
• Detail-oriented mindset with the ability to analyze complex financial data accurately

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.
 ]]> Tue, 24 Feb 2026 00:00:00 EST 0 Salary: $50,000-75,000

Is this your perfect fit?

• Would you enjoy working in a small, boutique financial office where relationships matter just as much as the work itself?
• Are you energized by supporting advisors, paraplanners, and clients with precision and exceptional care?
• Is Spartanburg your ideal commute?
• Do you thrive in a role where attention to detail and client interaction are at the heart of every day?

If that describes you, we need to talk!

What your future day will look like:

• Support advisors and paraplanners by assisting with client needs and day-to-day administrative tasks.
• Prepare, process, and track paperwork supporting client transactions and account changes.
• Assist with client requests, maintain CRM records, and help prepare for client meetings.
• Ensure all client information and documentation are accurate, organized, and up to date.
• Help maintain a smooth workflow between advisors, clients, and internal systems.
• Contribute to a warm, welcoming client experience in the office and at occasional events.

Benefits offered:

• Vision and dental insurance
• Simple IRA with 3% dollar-for-dollar match
• Year-end bonus

Type: Direct Hire

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

• 3+ years of experience in the wealth management industry   
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Detail-oriented mindset with the ability to multitask effectively.
• Willingness to pursue Series 6, 63, 65, 66, or 7 licensing (company-supported).

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.
Friday! Hope you and the girls are doing great. Please tell Amanda hello for me! On a professional note, I wanted to see if you had any need for Paraplanner in the near future. I met a lovely young lady today that is working on he]]> Mon, 03 Nov 2025 00:00:00 EST 0  Salary:  $55-75k+

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?
• Do you seek out opportunities to help others? Would you thrive in being the "face" of a firm?

If this describes you, then we need to talk.

What your future day will look like:

•  Provide customer service and administrative support to a small boutique wealth management team.
• Communicate with clients and custodians
• Manage client data in multiple systems
•  Handle client requests with understanding of wealth management, brokerage, insurance and annuities 
• Prepare client meeting review packets
• Open client accounts
• Help 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:

• Good personal credit and clean background check
• Be a self-starter, loves to learn new skills, work  independently and  enjoys having a wide variety of tasks every day
• 2+ years of experience in the wealth management industry working with high  net worth clients
• Series 7 and 66 a plus!

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. ]]> Wed, 11 Sep 2024 00:00:00 EDT 0