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)
Title: Workforce Management Specialist
Location: Logansport, IN
Interview:- Webcam
Objectives:
supports and resources to serve those individuals.
accessing needed services, identifying a shared service delivery approach.
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
vocational rehabilitation, education, or related field.
Disabilities Act.
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:
Ability to Relocate:
Work Location: Hybrid remote in Logansport, IN 46947
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