Wealth Management Specialist jobs in Anderson, IN

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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Workforce Management Specialist
  • American Technology Consulting LLC
  • Logansport, IN CONTRACTOR
  • Title: Workforce Management Specialist

    Location: Logansport, IN

    Interview:- Webcam

    Objectives:

    • Increase the number of individuals with disabilities served across partner programs and leveraging

    supports and resources to serve those individuals.

    • Streamline access to services across partner programs, reducing or eliminating gaps or barriers in

    accessing needed services, identifying a shared service delivery approach.

    • Implementing successful practices to support participant navigation through Workforce services including

    transition from high school into postsecondary training with a clearly defined vocational goal; securing wrap
    around supports to promote successful completion of postsecondary training for youth and adults,
    especially with individuals experiencing barriers to successful completion; facilitating access to meaningful
    work-based learning activities; and coordinating other needed services to support quality employment
    outcomes.

    WIOA partner navigators (WPNs) will be embedded in the culture of the designated Work One center(s) and VR office(s). WPNs will be an embedded resource with knowledge of programming, services, and access points across partner programs. WPNs will be skilled in relationship building to support appropriate linkages and support mutual delivery of services to shared participants across partner programs. To facilitate this approach, WPN’s will be housed at both partner sites, embedded in the culture of partner agencies, regularly attend staff meetings, and obtain and retain knowledge of partner program services. Their primary role is to connect individuals with disabilities to appropriate partner programs, promote a streamlined cross referral process, improve service and program access for individuals with disabilities, and guide braided service delivery across programs. WPN’s will serve as a resource for colleagues and may arrange for ongoing cross training across partner programs.

    Requirements

    • Bachelor’s degree plus at least two years of experience in training, social services, workforce services,

    vocational rehabilitation, education, or related field.

    • Knowledge of Workforce Innovation and Opportunity Act, Rehabilitation Act, and Americans with

    Disabilities Act.

    • Excellent verbal and written communication skills.
    • Demonstrated experience with building and retaining partner and stakeholder relationships.
    • Experience in working with individuals and job seekers with disabilities strongly preferred.
    • Proficient in Microsoft
    • Self-starter who can work independently

    Working Conditions
    WPNs will perform tasks in a variety of locations, including one, or more, Work One centers and Vocational Rehabilitation offices in the assigned geographic areas. WPN’s will have a regular presence at each partner organization. Meetings and activities will be conducted in-person with some remote work as applicable.

    Job Type: Contract

    Pay: $27.15 - $28.50 per hour

    Expected hours: 40 per week

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Logansport, IN 46947: Relocate before starting work (Required)

    Work Location: Hybrid remote in Logansport, IN 46947

  • 16 Days Ago

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Utilization Management Specialist II
  • Pinnacle Treatment Centers
  • Cambridge, IN FULL_TIME
  • Utilization Management Specialist Working onsite at our Cambridge City, IN treatment facility working collaboratively with the treatment team and health plans to obtain authorization for treatment We ...
  • 18 Days Ago

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Workforce Management Specialist
  • American Technology Consulting
  • Marion, IN CONTRACTOR
  • Title: Workforce Management SpecialistLocation: Madison, INInterview:- WebcamObjectives:• Increase the number of individuals with disabilities served across partner programs and leveragingsupports and...
  • 21 Days Ago

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Workforce Management Specialist
  • American Technology Consulting
  • Muncie, IN CONTRACTOR
  • Title: - Workforce Management SpecialistLocation: 201 E. Charles Street, Suite 130 Muncie, IN 47305-2434 Interview:- Webcam OnlyObjectives: • Increase the number of individuals with disabilities serve...
  • 1 Month Ago

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Utilization Management Specialist II
  • Pinnacle Treatment Brand
  • Cambridge, IN FULL_TIME
  • Utilization Management Specialist Working onsite at our Cambridge City, IN treatment facility *working collaboratively with the treatment team and health plans to obtain authorization for treatment We...
  • 27 Days Ago

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Financial Advisor
  • Atria Wealth Solutions
  • Marion, IN FULL_TIME
  • Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area.Are you interested in helping people accomplis...
  • 26 Days Ago

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0 Wealth Management Specialist jobs found in Anderson, IN area

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Investment Operations Specialist
  • Invst
  • Indianapolis, IN
  • Are you a financial service/operations specialist looking for a fast paced, fun, state of the art financial workspace? A...
  • 4/23/2024 12:00:00 AM

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Construction Site Superintendent
  • Barry-wehmiller
  • Carmel, IN
  • About Us:Design Group operates from more than 45 offices in the United States and India, providing engineering, consulti...
  • 4/23/2024 12:00:00 AM

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Account Manager
  • Indy Division (CNR-IN)
  • Carmel, IN
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/23/2024 12:00:00 AM

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Benefits Specialist
  • TF Partners Inc.
  • Muncie, IN
  • TF Partners Inc is calling all customer service rockstars to apply to join our amazing team as a full-time Benefits Spec...
  • 4/22/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 4/20/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 4/20/2024 12:00:00 AM

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Investment Operations Specialist
  • Invst
  • Indianapolis, IN
  • Are you a financial service/operations specialist looking for a fast paced, fun, state of the art financial workspace? A...
  • 4/20/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Fishers, Indiana
  • MileHigh Adjusters Houston Inc
  • Fishers, IN
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/20/2024 12:00:00 AM

Anderson is a city in and the county seat of Madison County, Indiana, United States. It is the principal city of the Anderson, Indiana Metropolitan Statistical Area which encompasses Madison County. Anderson is the headquarters of the Church of God (Anderson) and home of Anderson University, which is affiliated with Christian denomination. Highlights of the city include the historic Paramount Theatre and the Gruenewald Historic House. The population was 56,129 at the 2010 census. This is down from 70,000 in 1970. Anderson is located at 40°06′00″N 85°40′53″W / 40.100041°N 85.681525°W / 40.10...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$69,032 to $110,262
Anderson, Indiana area prices
were up 1.3% 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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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.
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