Wealth Management Specialist jobs in Daytona Beach, FL

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)

T
Leasing Specialist
  • TIG Management
  • Smyrna, FL PART_TIME
  • Messina by the Lake is looking for a part time leasing agent to cover Wednesday, Thursday and Saturday. This will be up to 24hours per week. There may be extra hours to cover vacations and sickness too! We have a great team and our location in Venetian Bay is beautiful!

    Job Description Summary

    This part time position is responsible for coordinating the community’s marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to leasing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals.

    Job Description

    Essential Responsibilities:

    • Performs all sales and leasing activities to achieve the community’s revenue and occupancy goals by greeting and qualifying prospects, conducting community tours and showing apartments, processing applications, credit screening, and criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing.
    • Inspects apartments prior to resident move-in and ensures apartments are in move-in ready condition and schedules any outstanding item to be addressed with the maintenance team.
    • Stays informed about current market and competitor conditions that may impact the community’s occupancy and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the community’s established policies related to concessions, specials, and other programs to boost occupancy.
    • Designs and executes marketing activities to create and drive traffic to the community, including implementing resident referral and employer outreach programs, using internet marketing tools (Facebook, e-mail, and other websites), and following other community-specific marketing plans, drives, and special programs.
    • Uses the on-site property management software (OneSite) to track apartment availability, record traffic and leasing activities, manage resident and prospect data, and capture critical demographic and other information about existing and future residents.
    • Ensures that the community and show units meet the Company’s standards for show quality by daily inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to the community’s maintenance team members, merchandising and ensuring a physically appealing show unit and/or model and amenities, and preparing the leasing office for daily leasing activities.
    • Follows-up with prospects and new residents to ensure satisfaction by sending e-mail, thank-you notes, and cards or making telephone calls or other contacts to finalize decisions to lease and/or renew.
    • Executes and performs activities in support of the community’s lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates and ensuring that lease renewal documents are signed and implemented on time.
    • Responds quickly and courteously to resident and client/owner concerns and questions and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s).

    Job Type: Part-time

    Pay: $15.00 per hour

    Expected hours: 24 per week

    Schedule:

    • 8 hour shift
    • Every weekend

    People with a criminal record are encouraged to apply

    Experience:

    • Customer service: 1 year (Preferred)

    License/Certification:

    • Driver's License (Preferred)

    Work Location: In person

  • Just Posted

F
Practice Management Support Specialist
  • Florida Health Care Plans, Inc.
  • Daytona Beach, FL OTHER
  • POSITION SUMMARY: The PM Support Specialist (PMSS) performs a unique number of duties including writing various protocols and procedures established in the Practice Management Department. Participate ...
  • 22 Days Ago

P
Medical Customer Service Specialist (MCSS)
  • Practice Management
  • Ormond Beach, FL FULL_TIME
  • Medical Customer Service Specialist (MCSS)Practice ManagementFull-time1st shiftMonday- Friday 10am-7:00pm POSITION SUMMARY: The Medical Customer Service Specialist performs a number of duties includin...
  • 28 Days Ago

P
Medical Customer Service Specialist (MCSS)
  • Practice Management - Radiology
  • Daytona Beach, FL FULL_TIME
  • Medical Customer Service Specialist (MCSS)Practice Management - RadiologyPool1st shiftNo Guarantee of hours. Travel required POSITION SUMMARY: The Medical Customer Service Specialist performs a number...
  • 26 Days Ago

R
Experienced Pest Control Sales Specialist - Flagler County
  • Rowland Pest Management, Inc.
  • Palm, FL FULL_TIME
  • Rowland Pest Management in Palm Coast, FL is calling all go-getters to apply to join our team as a full-time Experienced Pest Control Sales Specialist! WHY YOU SHOULD JOIN OUR WILDLIFE AND PEST CONTRO...
  • 21 Days Ago

P
Management Specialist- Human Resources-Classification and Compensation
  • Pyxai, Inc.
  • Deland, FL FULL_TIME
  • Do you have a strong experience in providing assistance with day-to-day administrative functions and supporting the HR department?The Management Specialist in Classification & Compensation is responsi...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Daytona Beach, FL area

N
Financial Advisor
  • Northwestern Mutual
  • Ormond Beach, FL
  • Are you a natural connector in your community? Do you like building relationships or have an entrepreneurial drive? With...
  • 4/25/2024 12:00:00 AM

U
Account Manager
  • USHA - Orlando (DRN-OR)
  • Lake Mary, FL
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/25/2024 12:00:00 AM

B
Vice President, Scrum Leader II | Lake Mary, FL, USA
  • Bny Mellon
  • Lake Mary, FL
  • OverviewEmbrace the change, be the change.Join BNY Mellon's enterprise-wide strategic initiative to transform into a mor...
  • 4/24/2024 12:00:00 AM

B
Boston Whaler Gelcoater Night Shift Sun-Wed
  • Brunswick
  • Edgewater, FL
  • **_Are you ready for whats next?_** _Come explore opportunities within Brunswick, a global marine leader committed to ch...
  • 4/23/2024 12:00:00 AM

M
Independent Insurance Claims Adjuster in Daytona Beach, Florida
  • MileHigh Adjusters Houston Inc
  • Daytona Beach, FL
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

M
Independent Insurance Claims Adjuster in Orange City, Florida
  • MileHigh Adjusters Houston Inc
  • Orange City, FL
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

Daytona Beach is a city in Volusia County, Florida, United States. It lies about 51 miles (82.1 km) northeast of Orlando, 86 miles (138.4 km) southeast of Jacksonville, and 242 miles (389.5 km) northwest of Miami. In the 2010 U.S. Census, it had a population of 61,005. It is a principal city of the Deltona–Daytona Beach–Ormond Beach metropolitan area, which was home to 600,756 people as of 2013. Daytona Beach is also a principal city of the Fun Coast region of Florida. The city is historically known for its beach where the hard-packed sand allows motorized vehicles to drive on the beach in res...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$67,690 to $108,119
Daytona Beach, Florida area prices
were up 1.5% from a year ago

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