Wealth Management Specialist jobs in Columbus, MS

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

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LOGISTICS SPECIALIST
  • UNIVERSAL ASSET MANAGEMENT INC
  • Shannon, MS FULL_TIME
  • Description & Responsibilities
    Universal Asset Management (UAM) is an industry leader in the business of buying, selling, leasing, managing and recycling a wide variety of commercial aviation assets for an array of clients. The company specializes in Asset and Inventory Management, Aircraft Leasing, Component Sales, End-of-Life Recycling Programs and innovative technology research and development.
    Headquartered in Memphis Tennessee, the company has undergone considerable change and experienced monumental growth over the past decade. UAM has expanded to include offices and assets on six continents. UAM has implemented new technologies in every division and role throughout the company while transforming warehouses and UAM aircraft facilities to over five times their size. In March of 2017, UAM was acquired by ARI, a Hong Kong company, focused on commercial aircraft leasing and asset management.
    The Company’s business units are:
     
     
    • Global Headquarters – Memphis, Tennessee
    • CALC-UAM Americas Headquarters - Miami, FL
    • Disassembly facility and warehouse – Tupelo, Mississippi
    • Sales office – Brighton, UK
    • ARI, Hong Kong, China
    • China Aircraft Disassembly Centre, Harbin, China
    As an operational team member of Universal Asset Management – ADC, you are the heartbeat of the company.  YOU are the ones who keep this company operational.
    The Receiving Specialist is a critical member of the Inventory Department and supports the ADC operations in the inspection and receiving process for all inbound aircraft components to UAM's global distribution center.
    UAM guarantees 100% quality on all removed components, with a no damage guarantee to clients and customers unless damage found has been communicated and approved by customer.  As a Receiving Specialist you are responsible for maintaining these high standards through the verification and inventory process.
    The ADC Receiving Specialist reports to the facility Assistant Director or Director in the absence of the Assistant Director.  As the ADC Receiving Specialist you should be engaged in a quality receiving process including:
    • Maintain digital component list for received and reconciled components per consignment.
    • Recognize and understand UAM’s Quality Control Manual, Receiving and Shipping SOPs and adhere to all related policies and procedures therein.
    • Maintains the existing quality control process and make incremental improvements to increase efficiency.
    • Maintains the existing inventory process and makes incremental improvements to increase efficiency.
    • Take primary ownership for the development and improvement of word-class material handling processes.
    • Help to create a culture of excellence in the workplace where teamwork and active problem-solving result in continuous improvement throughout the operation.
    • Communicate all delays on receiving to Assistant Director.
    • Abide by company policies regarding security and safety in order to maintain a safe working environment.
    • Receive and/or reconcile all parts with the highest quality as possible.
    • Work well in a group and handle large tasks with minimum guidance.
    • Work in a variable of climate conditions.
    • Task and duties will vary, therefore, to be a successful Aircraft Technician you must be flexible and a team player.
    • Ability to travel when needed to offsite projects.
    Duties
    • Perform all tasks as assigned by the Assistant Director and/or Director to help ensure projects are conducted IAW OSHA and all, industry (AFRA/ASA), local, state and federal regulations (FAA).
    • Champion the UAM brand values, people values, community initiatives, demonstrating the vision for others, and acting as a role model both within UAM and externally.
      • Help to champion positive moral around the facility by:
        • Showing up to work with a healthy, positive attitude.
        • Maintaining a positive work ethic throughout the day.
        • Be a positive influence on your fellow team members by building them up, not belittling them.
    • Assist in material control and efficiency and labor efficiency.
      • Help to eliminate fraud waste and abuse by using only the material and supplies you need to complete a task.  Any left-over material should be placed back into supply.
      • Stay constant and consistent on tasks assigned, stay busy not complacent.
      • Receive parts as they are brought into the hangar.  If no parts are available to ship – notify Assistant Director for additional duties which may include being sent to GDC for logistics support.
      • Continue to strive and exceed expected receiving goals.  Strive to be the receiving example – the standard at which others are measured.
    • Maintain a facility of safety and ensure a safety-oriented culture.
      • Properly use proper PPE as outlined in the ADC Job Safety Analysis.
      • Ensure PPE is in proper working condition – defects need to be reported to Sr. Tech.
      • Inform other team members of unsafe working conditions/practices when noticed.
      • Look out for each other.
     Personal Qualities
    Receiving Specialists characteristics include:
    • Unquestionable integrity and personal character.
    • Down to earth values, perseverance and optimism.
    • A strong, results-orientation and desire to compete and win – but not at all costs.
      • We all should want to win but not at the expense of safety.
    • Very strong work ethic and a willingness to lead by example.
    • A strong sense of urgency and the desire to drive value-added changes.
    • Self-confident but not arrogant or egotistical.
    • Transparent and collaborative team and relationship building skills.
    • Creative and resourceful.
    • Tenacious and hard working.
    • Neat and Orderly.
    • Abide by UAM Rules and Regulations.
    • Proven ability to take ownership and personally meet deadlines.
    • Decisive, project oriented, and highly results driven.
    • Proven team player who endorses a consensus-oriented culture yet has the confidence to challenge the status quo, initiate change, and take ownership.
    • Motivated, enterprising and enthusiastic, working well under commercial pressure and thriving on being given challenges and accepting responsibility.

  • 2 Months Ago
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QUALITY ASSURANCE SPECIALIST
  • UNIVERSAL ASSET MANAGEMENT INC
  • Shannon, MS FULL_TIME
  • Job Description:We are looking for a Candidate with a minimum of three (3) years’ experience with Quality Assurance practices and methodologies or three years (3) experience shipping and receiving pro...
  • 1 Day Ago
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Management trainee
  • Rainforest Carwash and Oil Change
  • Meridian, MS FULL_TIME
  • Come start your new career. Rainforest Carwash of Meridian is seeking candidates for a Manager Trainee. We are looking for someone with previous management experience that can help manage our new loca...
  • 18 Days Ago
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Management Trainee
  • Anytime Cash Solutions
  • Louisville, MS FULL_TIME
  • Manager Trainee Job Responsibilities: Ability to always remain professional and courteous with customers Verify customer information and process loans Evaluate and process loan applications Check cash...
  • Just Posted
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Retail management
  • GameStop
  • Columbus, MS FULL_TIME
  • PLEASE NOTE : Your application will be considered for all locations within this district. Our passion around delighting our customers is our singular mission. We are simply obsessed with it. It’s what...
  • 24 Days Ago
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Retail management
  • GameStop
  • Albany, MS FULL_TIME
  • PLEASE NOTE : Your application will be considered for all locations within this district. Our passion around delighting our customers is our singular mission. We are simply obsessed with it. It’s what...
  • 24 Days Ago
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0 Wealth Management Specialist jobs found in Columbus, MS area

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Software Design Engineer - Aerospace
  • nTech Workforce
  • Columbus, MS
  • Title: Software Design Engineer - Aerospace Location: Columbus, MS 39701 Duration: Direct Hire/ Full Time This position ...
  • 4/25/2024 12:00:00 AM
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Engineering Change Coordinator
  • Compunnel Inc.
  • Columbus, MS
  • Coordinates and tracks all engine changes and modifications through all Divisions. Works closely with Product Developmen...
  • 4/25/2024 12:00:00 AM
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Market General Manager
  • KFC
  • Macon, MS
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/25/2024 12:00:00 AM
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Market General Manager
  • KFC
  • Amory, MS
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/25/2024 12:00:00 AM
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Composite Technician II
  • Aurora Flight Sciences Corporation
  • Columbus, MS
  • Composite Technician II Job Code 3688 Assigned Aurora Location Columbus, MS Locations Columbus, MS Apply Now (https://ph...
  • 4/25/2024 12:00:00 AM
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Composite Technician I
  • Aurora Flight Sciences Corporation
  • Columbus, MS
  • Composite Technician I Job Code 3748 Assigned Aurora Location Columbus, MS Locations Columbus, MS Apply Now (https://phg...
  • 4/25/2024 12:00:00 AM
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Therapist-Respiratory Registered PRN Days - GT Respiratory Therapy BMH GTR
  • Baptist Memorial
  • Columbus, MS
  • Summary Provides respiratory care using critical thinking skills learned and refined through education and experience as...
  • 4/25/2024 12:00:00 AM
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Maintenance Technician - Night Shift
  • Columbus Brick
  • Columbus, MS
  • Columbus Brick, a division of General Shale Brick, Inc., is seeking a Maintenance Technician - Night Shift for our facil...
  • 4/25/2024 12:00:00 AM
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About Columbus, Mississippi

The city is located approximately 10 mi (16 km) west of the Mississippi-Alabama state line along U.S. Route 82, U.S. Route 45, and numerous state highways. US 82 leads southeast 29 mi (47 km) to Reform, Alabama and west 25 mi (40 km) to Starkville. US 45 leads south 32 mi (51 km) to Macon and north 28 mi (45 km) to Aberdeen. According to the United States Census Bureau, the city has a total area of 22.3 square miles (57.8 square kilometers), of which 21.4 square miles (55.5 square kilometers) is land and 0.9 square miles (2.3 square kilometers) is water. Large lakes and rivers are nearby, such...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$63,590 to $101,570
Columbus, Mississippi area prices
were up 1.2% from a year ago
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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