Private Wealth Advisor

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 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. #J-18808-Ljbffr Godshall Recruiting