Wealth Management Specialist jobs in Bellingham, WA
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)
Recently Added Wealth Management Specialist jobs
Membership Specialist
- MHC Property Management, LP
-
Bow, WA
FULL_TIME
- With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! ELS is hiring for the position of Membership Specialist in Bow, Washington. What you'll do: The Membership Specialist role is a unique opportunity to promote and sell memberships in the thriving industry of camping. The Membership Specialist is responsible for meeting membership sales targets and acts as a “Goodwill Ambassador” to all potential customers to communicate the benefits of membership. This role provides education and builds awareness of the various membership products and is also a good opportunity for full or part-time RVers, as a site is provided for the Membership Specialist at designated parks. Your job will include: Implement membership awareness at the campground through welcome calls/emails, camp-in’s, educational workshops, events, marketing materials and other promotional methods. Identify prospects for membership and move prospects through the sales cycle. Understand and provide expert information on new membership products. Run arrival reports to identify incoming guests for potential memberships. Contact incoming guests to welcome to park and introduce self as membership specialist. Work with park staff to handout membership materials at check-in. Attend park events and Manager meetings. Set appointments for membership presentation. Give effective sales presentations to interested guests. Curate Hot List of top prospects for follow up. Obtain Member Referrals. Responsible, along with Resort Manager, for the inventory of all flyers and the proper signage at the resort. Responsible for corporate reporting to his/her Area Coordinator. Attends weekly Arrival Strategy conference call and weekly Membership Information conference call. Participates in incentive programs. Promotes Ambassador Program at park and engages with staff to encourage, reward, and recognize staff referral leads. Responsible for writing and managing membership contracts for new members. Understand and knowledgeable of current membership promotions. Be thorough and complete with contracts. Adhere to contract policies. Experience & skills you need: Sales experience required. Basic computer skills and proficient in Microsoft Word programs, Google Drive, Email, and cloud-based software sales programs. Collaborative and detail-oriented. Enjoys working with energy and enthusiasm. Professional behavior and appearance. Excellent communicator on phone, via email, and in-person. Thrives in results-oriented sales environment. Self motivated and strong multi-tasker. This role may require a real estate license. In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time. We invite you to visit our web site at www.equitylifestyleproperties.com for additional information regarding our exceptional resort communities. As an Equal Opportunity Employer, we welcome and thank all applicants. Estimated compensation for this position in the states of CA, WA, and CO, is: : $0.00 - $0.00 The salary listed is an estimate and not guaranteed. A salary offer will vary based on applicant’s education, experience, skills, abilities, geographic location, internal equity and alignment with market data. Equity LifeStyle Properties (NYSE: ELS) is the leading operator of Manufactured Home Communities, RV Resorts and Campgrounds in North America. Our appealing properties, located in the most desirable regions of the country, offer a variety of homes and camping options to meet a wide range of customers' needs. ELS has a strong national presence with more than 400 communities and resorts in 32 states and British Columbia and a team of more than 4000 employees.
- 11 Days Ago
Membership Specialist
- MHC Property Management L.P.
-
Blaine, WA
FULL_TIME
- With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!ELS is hiring for the position of Membership Specialist in B...
- 29 Days Ago
Cosmetic Merchandiser (2023-30381) *$16-$18/HR
- Apollo Retail Specialist
-
Bellingham, WA
PART_TIME
- As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and engage shoppers, build strong relationships with...
- 9 Days Ago
Health Information Management (HIM) Specialist
- Unity Care NW
-
Bellingham, WA
FULL_TIME
- DescriptionCompensation:Hourly, non-exemptNew hires can expect to be placed on our starting wage scale of $21.01 to $24.66 per hourBased on performance, there is room to grow on our full wage scale of...
- 1 Month Ago
Membership Sales Specialist - Mt Vernon
- MHC Property Management L.P.
-
Bow, WA
FULL_TIME
- With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!ELS is hiring for the position of Membership Sales Specialis...
- 4 Days Ago
Field Support Specialist (Maintenance) - Bellingham
- PURE Property Management
-
Bellingham, WA
FULL_TIME
- PURE Property Management is looking for a Field Support Specialist Come join our team! PURE Property Management offers a comprehensive package of benefits such as: Healthcare coverage, a 401K plan wit...
- 14 Days Ago
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0 Wealth Management Specialist jobs found in Bellingham, WA area
Sr. Process Engineer
- Barry-Wehmiller Companies
-
Bellingham, WA
- About Us: Design Group operates from more than 45 offices in the United States and India, providing engineering, consult...
- 4/26/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
-
Blaine, WA
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/25/2024 12:00:00 AM
Vice President - Wealth Manager
- Claire Myers Consulting
-
Bellingham, WA
- Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President Wealth Manager is an integral...
- 4/25/2024 12:00:00 AM
Vice President - Wealth Manager
- Claire Myers Consulting
-
Bellingham, WA
- Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President – Wealth Manager is an integr...
- 4/24/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
-
Bellingham, WA
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/22/2024 12:00:00 AM
About Bellingham, Washington
The city is located at 48°45′N 122°29′W / 48.750°N 122.483°W / 48.750; -122.483 (48.75, −122.48).
The city is situated on Bellingham Bay which is protected by Lummi Island, Portage Island, and the Lummi Peninsula, and opens onto the Strait of Georgia. It lies west of Mount Baker and Lake Whatcom (from which it gets its drinking water) and north of the Chuckanut Mountains and the Skagit Valley. Whatcom Creek runs through the center of the city. Bellingham is 18 miles (29 km) south of the US-Canada border and 50 miles (80 km) southeast of Vancouver.
According to the United States Census Burea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$76,636 to $122,407
Bellingham, Washington area prices
were up 2.9% from a year ago
were up 2.9% from a year ago
What does a Wealth Management Specialist do?
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