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)
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:
Job Type: Part-time
Pay: $15.00 per hour
Expected hours: 24 per week
Schedule:
People with a criminal record are encouraged to apply
Experience:
License/Certification:
Work Location: In person
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0 Wealth Management Specialist jobs found in Daytona Beach, FL area