Wealth Management Specialist jobs in Burlington, VT
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
- Union Bank of VT/ NH
-
Morrisville, VT
FULL_TIME
-
Description
About us
As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 1891 in Morrisville, Vermont, Union Bank is a full-service bank offering commercial, retail, municipal and asset management services throughout northern Vermont and northern New Hampshire.
Description
We are seeking a motivated individual for a full-time Wealth Management Assistant. This individual will be responsible for providing a variety of operational, clerical, secretarial, and support services to the Wealth Advisors.
Prior banking experience is preferred but not required; we will train the right candidate. This candidate should be technologically adept, deliver outstanding customer service, and have a continuous desire to learn.
Why work with us?
While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:
· Generous Paid Time Off
· Health, Dental, and Life Insurance
· Partially paid Short and Long-Term Disability
· Company-matched 401K retirement account
· Bankers’ hours
· Paid Federal Holidays
Requirements
QUALIFICATION REQUIREMENTS:
- Excellent secretarial, clerical skills and customer service skills.
- Mathematical aptitude.
- Knowledge of banking services and preferably trust products.
- Responsible for keeping up to date with applicable banking regulations and Bank procedures.
- Software Utilized: Microsoft Office and AddVantage.
- 1 Month Ago
- TruGreen - Lawn Specialist
-
South Burlington, VT
FULL_TIME
- TruGreen is Now Hiring Lawn Specialists!Earn Up to $22.00 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career...
- 8 Days Ago
- Innovative Emergency Mgmt
-
Montpelier, VT
FULL_TIME
- Position Summary: IEM is looking to bring on a Full Time-Grant Management Specialist I (GMS I) who will support IEM’s Team with its efforts, working hand-in-hand with the state /local government and p...
- 11 Days Ago
- Innovative Emergency Mgmt
-
Montpelier, VT
FULL_TIME
- Position Summary: IEM is looking to bring on Full Time-Grant Management Specialist III (GMS III) will support IEM’s Team with its efforts, working hand-in-hand with the state /local government and pri...
- 12 Days Ago
- Innovative Emergency Mgmt
-
Montpelier, VT
FULL_TIME
- Position Summary: IEM is looking to bring on a Full Time-Grant Management Specialist II (GMS II) who will support IEM’s Team with its efforts, working hand-in-hand with the state /local government and...
- 12 Days Ago
- Public Consulting Group
-
Burlington, VT
OTHER
- Overview Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to impr...
- 13 Days Ago
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0 Wealth Management Specialist jobs found in Burlington, VT area
- Hannaford
-
Burlington, VT
- Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected...
- 4/19/2024 12:00:00 AM
- Burlington School District
-
Burlington, VT
- A. SCOPE OF WORK: The Special Educator position is a unionized, exempt position that will report to the Principal. This ...
- 4/19/2024 12:00:00 AM
- Burlington School District
-
Burlington, VT
- Paraeducator - Library Assistant Edmunds Middle & Hunt Middle The Burlington School District believes a diverse and cult...
- 4/19/2024 12:00:00 AM
- Vermont State University
-
Johnson, VT
- Job Classification Description Capital Project Manager Non-Bargaining Unit GRADE 13 BASIC FUNCTION Responsible for the m...
- 4/18/2024 12:00:00 AM
- Manpower
-
Plattsburgh, NY
- Our client, in Plattsburgh is seeking a Teller to join their team. As a Teller, you will be part of the Customer Service...
- 4/17/2024 12:00:00 AM
- Broadlake Financial Management
-
South Burlington, VT
- Would you like to be part of a team that values motivation, autonomy and personal growth? Broadlake Financial Management...
- 4/16/2024 12:00:00 AM
- Broadlake Financial Management
-
South Burlington, VT
- Would you like to be part of a team that values motivation, autonomy and personal growth? Broadlake Financial Management...
- 4/16/2024 12:00:00 AM
- Community Bank System, Inc.
-
Burlington, VT
- Overview: At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized...
- 4/15/2024 12:00:00 AM
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