Assistant Wealth Management Jobs (NOW HIRING)

Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment Advisor (RIA) overseeing approximately $1.6 billion in assets under management. As a second generation, family-led firm, we are committed to building trusted relationships, delivering high-touch wealth management services, and helping our clients plan for their long-term goals.

As the Associate Portfolio Manager, you’ll support the investment team throughout the portfolio management process, including portfolio monitoring, reporting, analysis, and trading operations. This role works closely with portfolio management, advisors, and internal teams to ensure client portfolios are accurately maintained and aligned with investment objectives. This is a strong opportunity for a detail-oriented, analytical candidate who can manage multiple portfolios in a collaborative team environment.

This is a hybrid position based in Richmond, VA and reports to the Director of Portfolio Management.

Key Responsibilities

• Maintain accurate client portfolios by monitoring liquidity needs, clientspecific restrictions, portfolio positioning, and alignment with investment objectives
• Support the implementation of investment strategies to transition new and existing clients to the Firm’s investment strategy
• Prepare portfolio reviews, rebalance portfolios, generate proposals, and monitor investment model changes across multiple client accounts
• Assist in the analysis of securities, account transitions, and cash flow activities, while helping to identify potential investment risks and propose risk mitigation measures to management
Trading Operations
• Execute daily, monthly, and annual trading operation processes including data integrity maintenance, reconciliation, and trade settlement troubleshooting
• Resolve trade errors with custodians and internal teams to ensure best execution of complex trades

Reporting Analysis & Risk Monitoring

• Prepare regular exposure and risk reports to support portfolio oversight and advisor review
• Apply economic and market trends and companyspecific financial data to assist portfolio management team with buying and selling of stocks, bonds, mutual funds, ETFs, and other investment vehicles
• Reconcile and maintain client investment records, including cost basis adjustments and corporate actions
• Provide timely updates to the team and management regarding portfolio, account, and reconciliation activities
Collaboration & Process Improvements
• Collaborate with various teams to assist in the development and improvement of portfolio management processes
• Respond to inquiries and requests from portfolio management and advisors in a timely, professional, and thorough manner
• Perform other related duties and projects as assigned
Qualifications
• Bachelor’s degree in Finance or related field
• Active FINRA Series 65 required (or obtain within 90 days of hire)
• 12 years of experience in the financial services, investments, or portfolio management industries
Compensation & Benefits

The expected base salary range for this position in Richmond, VA is between $66,000 to $76,000 USD annually. This reflects the annual base salary range that GGWM reasonably expects to pay for this position based on a number of factors, which may include relevant job knowledge, skill sets, education, experience, and actual work location of the individual selected for this role.

Additionally, Godsey & Gibb Wealth Management offers a comprehensive benefits package and discretionary bonus program for eligible roles, paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing with company match, life insurance, education and professional development assistance, health and fitness program, and much more.

Why Join GGWM?

At Godsey & Gibb Wealth Management, you’ll join a growing, relationship-driven wealth management firm with more than 40 years of experience, based in Richmond, VA and serving clients nationwide. We are a second-generation, family-led firm that values trust, teamwork, professional development, and exceptional client service. If you enjoy meaningful work, collaboration, and the opportunity to grow with a firm, GGWM offers a strong environment to build a long-term career. Learn more about us by visiting godseyandgibb.com.

Additional Information

Work Authorization: Applicants must be legally authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B). Recruiting Agencies: Godsey & Gibb Wealth Management does not accept any unsolicited resumes from third-party recruiters or agencies. Interested applicants are encouraged to apply online at jobs.appone.com/godseyandgibb.