Wealth Management Specialist jobs in Amarillo, TX

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)

B
Wealth Management Client Associate
  • Bank of America
  • Amarillo, TX FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

    Responsibilities:

    • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
    • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
    • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
    • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
    • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

    Skills:

    • Account Management
    • Client Management
    • Customer and Client Focus
    • Issue Management
    • Oral Communications
    • Business Development
    • Client Solutions Advisory
    • Pipeline Management
    • Prioritization
    • Administrative Services
    • Emotional Intelligence
    • Referral Identification
    • Written Communications

    Minimum Education Requirement: Null

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    37.5
  • 10 Days Ago

M
Senior Wealth Advisor
  • Mariner Wealth Advisors
  • Amarillo, TX FULL_TIME
  • Overview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively n...
  • 23 Days Ago

H
Case Management Specialist
  • Hemphill County Hospital
  • CANADIAN, TX FULL_TIME
  • It is Hemphill County Hospital District's mission to serve the region's health needs through exceptional care in a compassionate environment by dedicated professionals. Our focus is on relationships a...
  • 13 Days Ago

F
Dental Billing Specialist
  • Full Smile Management
  • Amarillo, TX FULL_TIME
  • Full Smile Management is seeking a self-motivated, detail-oriented Dental Billing Specialist who is willing to learn new skills and join our team of experienced billing professionals. Our culture is r...
  • 19 Days Ago

M
Client Service Associate
  • Mariner Wealth Advisors
  • Amarillo, TX FULL_TIME
  • Overview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively n...
  • Just Posted

C
Manager of Case Management
  • Clinical Management Consultants
  • Clovis, NM FULL_TIME
  • An award-winning healthcare organization located in the Texas Panhandle is seeking a RN Manager Care Management. The RN Manager Care Management will join a 500-bed acute care hospital that values its ...
  • 28 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Amarillo, TX area

A
Inside Sales Representative
  • Advisors West Texas (BRZ-WT)
  • Amarillo, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/28/2024 12:00:00 AM

M
Independent Insurance Claims Adjuster in Amarillo, Texas
  • MileHigh Adjusters Houston Inc
  • Amarillo, TX
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

V
Entry Level Management - Sales - Hiring This Week
  • Vasu Agency
  • Amarillo, TX
  • If you are interested in working with an amazing team, with full training from the ground up, weekly pay, and flexible h...
  • 3/28/2024 12:00:00 AM

F
Summer Feedyard Intern- 2024
  • Friona Industries
  • Amarillo, TX
  • **Must be able to work at any of our locations in KS or TX** Friona Industries serves as a facilitator of innovation and...
  • 3/28/2024 12:00:00 AM

U
Anesthesiologist
  • US Anesthesia Partners
  • Amarillo, TX
  • $500k+ Salary and $50k Sign On Bonus with 2 year partnership track This position is will be based at Baptist St Anthony ...
  • 3/28/2024 12:00:00 AM

V
Benefits Representative - Entry Level -Interviewing This Week
  • Vasu Agency
  • Amarillo, TX
  • If you are interested in working with an amazing team, with full training from the ground up, weekly pay, and flexible h...
  • 3/28/2024 12:00:00 AM

A
Account Executive
  • Amarillo Division (BRZ-WT)
  • Amarillo, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

N
Outside Sales Professional
  • New York Life
  • Amarillo, TX
  • New York Life - Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-...
  • 3/26/2024 12:00:00 AM

Amarillo (/ˌæməˈrɪloʊ/ AM-ə-RIL-oh) is the 14th-most populous city in the state of Texas, United States. It is also the largest city in the Texas Panhandle, and the seat of Potter County. A portion of the city extends into Randall County. The estimated population was 199,826 as of 2017. The Amarillo metropolitan area has an estimated population of 276,020 in four counties as of 2017. The metro population is projected to surpass 310,000 in 2020. Amarillo, originally named Oneida, is situated in the Llano Estacado region. The availability of the railroad and freight service provided by the Fort ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$68,186 to $108,924
Amarillo, Texas area prices
were up 1.2% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020