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Licensed Client Service Associate

Godshall Recruiting
Greenville, SC Full Time
POSTED ON 4/17/2025
AVAILABLE BEFORE 5/11/2025

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?
  • Are you a licensed wealth management professional that would like to get out of business development and focus on client service?
  • Would you like to use your Series 7 and 66 in a support role that allows you to focus on service instead of sales?

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.

    Salary : $50,000 - $70,000

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