Wealth Management Client Associate

Salary:  $48000-$62000Is 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 HireBenefits:

• 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.