Communication Skills, Detail Oriented, Interpersonal Skills, Microsoft Office, Sales Management, Team Player, Wealth Management
LOCATION
Greenville, SC
POSTED
30+ days ago
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.