Wealth Management Specialist jobs in Altus, OK

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Management
  • Richeson Management Corporation
  • Childress, TX FULL_TIME
  • Management- Oversees entire restaurant operations, including financial performance, product production, inventory, personnel, sales, and marketing for the restaurant. Ensures restaurant is operated within operational guidelines established by owner and franchiser. Essential job functions include, but are not limited to:

    • Oversees and manages all areas of restaurant and makes final decisions on matters of importance.
    • Ensures that all PRIDE systems and routines are incorporated into the day-to-day operations of the restaurant.
    • Responsible for the development and achievement of the restaurant’s game plan by working with their DM.
    • Ensures guest service in all areas meets company standards.
    • Responds to customer complaints, taking prompt and appropriate action to resolve problems and to ensure customer satisfaction is maintained.
    • Works with local chamber and schools to increase restaurant sales.
    • Staffs, trains and develops assistant managers and hourly employees through orientations, ongoing feedback, the establishment of performance expectations and by conducting performance reviews.
    • Responsible for effective management schedules and ensures that restaurant is properly staffed for all day parts and sales volumes.
    • Manages restaurant P & L to optimize manageable profit, controls COGS, Labor, and Controllables (semi-fixed expenses).
    • Performs other duties and responsibilities as requested by DM.
    • Manages the entire operation of the restaurant through the development and growth of staff, sales and profitability to meet goals established in location’s game plan.
    • Ensures the restaurant is in accordance with established company standards, policies and procedures.
    • Assists in the success of the restaurant by ensuring guest satisfaction through adhering to company standards for quality, value, service and cleanliness.
    • Maintains a positive working relationship with all restaurant team members to foster and promote a cooperative and pleasant working climate which will be conducive to maximize employee morale, productivity and efficiency.
  • 2 Days Ago

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Management
  • Richeson Management Corporation
  • Chillicothe, TX FULL_TIME
  • Management- Oversees entire restaurant operations, including financial performance, product production, inventory, personnel, sales, and marketing for the restaurant. Ensures restaurant is operated wi...
  • 10 Days Ago

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Travel Training Specialist
  • Rolling Plains Management Corporation
  • Crowell, TX FULL_TIME
  • Rolling Plains Management Corporation is seeking to find a qualified candidate to fill a newly created position, Travel Training Specialist for our Transportation Division, SHARP Lines. This is a full...
  • 1 Month Ago

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Purchasing Specialist/Accounts Payable
  • Rolling Plains Management Corporation Of Baylor...
  • Crowell, TX FULL_TIME
  • Rolling Plains Management Corporation is seeking a qualified individual to fill a full-time Purchasing Specialist/Accounts Payable position that will report to to the Finance Director. Regular work ho...
  • 1 Month Ago

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Restaurant Management Opportunities
  • Sonic Drive-In
  • Woodward, OK FULL_TIME
  • Restaurant Management Opportunities Hot burgers, cold shakes, and little moments of magic right in the neighborhood. At SONIC, we do things a little differently. We find the fun, the moment of chill i...
  • 18 Days Ago

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Management & Sales Training Program
  • The Sherwin-Williams Company
  • Elk, OK FULL_TIME
  • The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams' promote-fro...
  • 29 Days Ago

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0 Wealth Management Specialist jobs found in Altus, OK area

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CDL-A Truck Driver - $46,800-$83,200/Year + Full Benefits
  • System Transport
  • Altus, OK
  • System Transport is Now Hiring Regional CDL-A Truck Drivers! Flatbed CDL-A Driver - Most Weekends Off! Earn $46,800 - $8...
  • 4/26/2024 12:00:00 AM

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Experienced CDL-A Truck Driver - Home Weekly - Average $75k/Year
  • Plains Transportation
  • Altus, OK
  • Plains Transportation is Now Hiring Experienced* CDL-A Company Drivers! Average $75,000/Year - Home Weekly - Excellent B...
  • 4/26/2024 12:00:00 AM

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Houseperson - Housekeeping - Hilton $16-$35/hr
  • Careerbuilder
  • Altus, OK
  • No experience requited, hiring immediately, appy now.Position: Houseperson - Housekeeping (FT) - Hilton A Houseperson is...
  • 4/26/2024 12:00:00 AM

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Travel Physical Therapist - $2,329 per week
  • Hiring Now!
  • Altus, OK
  • Next Move Inc is seeking a travel Physical Therapist for a travel job in Altus, Oklahoma. Job Description & Requirements...
  • 4/26/2024 12:00:00 AM

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Residential Maintenance Technician- Entry Level
  • Balfour Beatty Investments - North America
  • Altus, OK
  • Who we are At Balfour Beatty Communities, we are dedicated to a singular mission: delivering the quality communities peo...
  • 4/26/2024 12:00:00 AM

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Coordinator for International High School Students!
  • Greenheart Exchange
  • Altus, OK
  • Job Description Job Description By becoming a Greenheart Exchange Local Coordinator, you have the opportunity to change ...
  • 4/26/2024 12:00:00 AM

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Full & Part Time Retail Sales Associate
  • Kohls
  • Altus, OK
  • Responsibilities Creates a friendly and welcoming environment by greeting and offering assistance to customers You are t...
  • 4/25/2024 12:00:00 AM

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Commercial Field Representative
  • Tesla
  • Altus, OK
  • Responsibilities Respond to corrective maintenance cases on commercial solar PV, commercial energy storage systems, vehi...
  • 4/25/2024 12:00:00 AM

Altus (pronounced AL-tus) is a city and the county seat in Jackson County, Oklahoma, United States. The population was 19,813 at the 2010 census, a loss of 7.7 percent compared to 21,454 at the 2000 census. Altus is home to Altus Air Force Base, the United States Air Force training base for C-17, KC-46 and KC-135 aircrews. It is also home to Western Oklahoma State College and Southwest Technology Center. Altus is located in northeastern Jackson County. It is situated in what used to be Old Greer County, an area with disputed ownership until a Supreme Court decision awarded it to Oklahoma Terri...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$63,217 to $100,974
Altus, Oklahoma area prices
were up 1.2% from a year ago

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· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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So, always ask about the services a wealth management firm offer.
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