Private Wealth Advisor in Greenville, South Carolina

Location

Greenville, South Carolina

Job Type

Full-time

Company

Godshall Recruiting

Salary: $90,000-$120,000

Is this your perfect fit?

• Excellent culture with strong values • Great opportunity to manage an existing portfolio of clients

If that describes you, we need to talk!

What your future day will look like:

• Gather, organize, and analyze client financial data (income, assets, liabilities, cash flow, and goals) • Prepare financial planning reports, projections, and recommendations using financial planning software • Participate in client meetings by taking notes, preparing agendas, and following up on action items • Conduct research on investment products, financial strategies, and market trends • Support implementation of recommendations, including account opening, transfers, and updates • Maintain accurate and up-to-date client records in CRM and planning systems • Ensure compliance with firm policies, regulatory requirements, and documentation standards • Provide general client service support and respond to routine client inquiries

Type: Direct Hire

Benefits:

• Health/Dental • PTO • Retirement • Paid Holidays

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

• Bachelor’s degree and 2+ years of industry experience • FINRA securities licensing • Clean background and personal credit • Strong knowledge of financial planning strategies

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.