Do you desire to work in a beautiful office in a desirable downtown location?
Would you like office perks, like an in-office fitness center and catered lunches?
Do you want a career with growth potential?
If this describes you, then we need to talk.What your future day will look like:
Manage and respond to daily Shwab alerts
Monitor accuracy and timelines with reports
Assist in processing digital and paper applications
Manage and track contributions for Simple IRAs and 401ks
Initiate client estate cases and manage account updates
Handle ILIT account openings from start to funding finish
Benefits Offered:
Health/Dental/Vision
STD/LTD
401k with company match
Incentive compensation
PTO
Paid Holidays
Type:
Direct Hire
To be a champion in this role, you will need:
Schwab Experience
2+ years of financial services experience
College education
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.
