Wealth Management Specialist jobs in Des Moines, IA
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
- Desla Wealth Management
-
Des Moines, IA
FULL_TIME,CONTRACTOR
-
Overview:
We are seeking a talented and motivated Executive Assistant & Marketing Specialist to join our team. The chosen candidate will play a key role in supporting the executive as well as developing and implementing marketing strategies to promote our products and services. This is an exciting opportunity to contribute to the growth of our company.Executive Assistance Responsibilities:
- Manage scheduling and setting up meetings for company executive
- Draft, review and send communications on behalf of company executive
- Organize and prepare for meeting; this includes gathering and preparing documents, attending meetings and documenting meetings details
- Answer and respond to phone calls, communicate messages and information to executive
- Maintain various records and documents
- Assist in planning and organizing company events, including Seminars
- Provide other administrative tasks that help the executive perform their job
Marketing Specialist Responsibilities:
- Develop and execute marketing campaigns to drive brand awareness and generate leads
- Conduct market research to identify trends and opportunities
- Create engaging content for various marketing channels, including social media, email campaigns, and company website
Requirements:
- Bachelor's degree in Marketing or related field
- Previous experience as an executive assistance and a marketing specialist or a related role
- Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint)
- Proficient in Adobe Creative Suite (Acrobat Pro, InDesign, Illustrator and Photoshop)
- Strong organizational skills with the ability to manage multiple projects simultaneously
- Excellent written and verbal communication skills
- Experience in event planning is desirable but not essential
- Ability to work independently and as part of a team
- Exceptional attention to detail
- Strong customer service and interpersonal skills
Job Types: Full-time, Contract
Pay: $35,000.00 - $60,000.00 per year
Benefits:
- Flexible schedule
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in West Des Moines, IA 50266
- 22 Days Ago
- Bankers Trust
-
Des Moines, IA
FULL_TIME
- Job Brief Ensures the integrity and compliance of our Wealth Management business operations. This position will be collecting supporting documentation for both internal and external audits, facilitati...
- 1 Month Ago
- BANKERSTRUST
-
Des Moines, IA
FULL_TIME
- Job Brief Ensures the integrity and compliance of our Wealth Management business operations. This position will be collecting supporting documentation for both internal and external audits, facilitati...
- 1 Month Ago
- McGill Junge Wealth Management
-
Clive, IA
FULL_TIME
- ROLE PROFILE: The Director of Planning role will be responsible for defining and executing planning strategies related to the financial planning services we provide for our clients. In collaboration w...
- 20 Days Ago
- Expedition Wealth Management
-
Des Moines, IA
FULL_TIME
- Expedition Wealth Management is a financial services team in West Des Moines, IA that focuses on safety and simplicity for our clients. We are growing quickly and looking for great people to add to ou...
- 22 Days Ago
- Expedition Wealth Management
-
Des Moines, IA
FULL_TIME
- Tax Preparer • Expedition Tax & Accounting Services • West Des Moines, Iowa Expedition Tax & Accounting Services is a well-established public accounting firm located in West Des Moines, IA with over 8...
- 11 Days Ago
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0 Wealth Management Specialist jobs found in Des Moines, IA area
- First National Bank
-
Ames, IA
- Major Function: Assists Investment Officers with providing exceptional service to the clients of First Point Wealth Mana...
- 4/26/2024 12:00:00 AM
- Cetera Financial Group, Inc.
-
Des Moines, IA
- Job Description At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienc...
- 4/26/2024 12:00:00 AM
- USHA - Iowa (DNK-DM)
-
Des Moines, IA
- 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
- Advisors Des Moines (DNK-DM)
-
West Des Moines, IA
- Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
- 4/25/2024 12:00:00 AM
- Wells Fargo
-
Des Moines, IA
- About this role:Wells Fargo is seeking a senior level Aging Client Advisory Consultant with demonstrated experience rela...
- 4/24/2024 12:00:00 AM
- Wells Fargo
-
Des Moines, IA
- Wells Fargo Associate General Counsel and Managing Director, CIB Markets DES MOINES , Iowa Apply Now Wells Fargo & Compa...
- 4/24/2024 12:00:00 AM
- Cetera Financial Group
-
Des Moines, IA
- Cetera Retirement Plan Solutions (CRPS) is an organization focused solely on supporting the growth of our network of fin...
- 4/23/2024 12:00:00 AM
- Cetera Financial Group, Inc.
-
Des Moines, IA
- Job Description At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienc...
- 4/22/2024 12:00:00 AM
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