Wealth Management Specialist jobs in Duluth, MN

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)

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Leasing Specialist
  • SUMMIT MANAGEMENT
  • Duluth, MN FULL_TIME
  • Our Opportunity
    We are seeking a bright, talented, self-motivated, Apartment Leasing Consultant who would enjoy the small office setting at a luxury rental property in Duluth. The main responsibilities include leasing and maintaining positive resident relations of multi-family residential apartments.
    The ideal candidate will have a college education and previous experience within the real estate field as a leasing consultant. Must be friendly, professional and have excellent customer service skills. Candidate to be computer-literate, and proficient in Microsoft Office applications. Strong verbal and written skills are a must.

    THIS POSITION IS EVENINGS AND WEEKEND HOURS.


    Job Responsibilities:

    • Leasing
    • Greet prospects and qualify by covering all criteria (ask questions; utilize completed guest cards, etc.).
    • Conduct tours of community and apartment/model and apply product knowledge to clients needs by communicating the features and benefits; close the sale.
    • Have prospect complete application and secure deposit in accordance with the company procedures and Fair Housing requirements.
    • Immediately follow-up on prospects that did not close and attempt to close sale again. If unable to help prospect, refer them to sister communities to meet prospect’s needs.
    • Represent the company in a professional manner at all the times.
    • Maintain current resident files.
    • Distribute all company or community-issued notices.
    • Assist management team with other various tasks as required.
    • Consistently implement policies of the community.

    Essential Job Functions:
    Fair Housing Certification, willingness to obtain prior to interacting with prospective residents.
    Demonstrate an ability to support and contribute to community team.
    Demonstrate strong oral and written communication skills.
    Operate telephone, personal computer/keyboard, Microsoft Office including Word and MS Outlook, community software
    Must possess a positive attitude
    Participate in training in order to comply with new or existing laws.
    Ability to work a flexible schedule, including evenings and weekends.
    Two (2) years experience in previous relevant customer service.
    Comply with expectations as demonstrated in the employee handbook.
    Demonstrate ability to diffuse and respond to customer concerns to avoid escalation of the problem.

  • 1 Month Ago

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Product Management Specialist
  • Cirrus
  • Duluth, MN FULL_TIME
  • Job Summary The Product Management Specialist will promote new aftermarket services for the group with the Marketing Organization. This person will act as the project manager for new Upgrades & Access...
  • Just Posted

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Talent Acquisition Specialist
  • Monarch Healthcare Management
  • Duluth, MN FULL_TIME
  • The Talent Acquisition Specialist will be responsible for assisting the facilities, corporate directors, andconsultants with recruitment. This position will assist in monitoring all employment related...
  • 21 Days Ago

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Diversity, Equity, and Inclusion Specialist
  • Monarch Healthcare Management
  • Duluth, MN FULL_TIME
  • POSITION SUMMARYThe Diversity, Equity, and Inclusion Manager will be responsible for leading the DE&I program in their assigned geographic area to build a culture of belonging at Monarch Healthcare. T...
  • 1 Day Ago

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Supervisory Correctional Treatment Specialist (Case Management Coordinator)
  • U.S. Department of Justice
  • Duluth, MN FULL_TIME
  • Summary Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Our highly-skilled, diverse,...
  • 13 Days Ago

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Maintenance Technician / Handyman (Property Management)
  • ShipRock Management
  • Duluth, MN FULL_TIME
  • Job Title: Maintenance TechnicianCompany: ShipRock Property ManagementLocation: Duluth, MNExperience Level: Intermediate to ExpertPay Range: $20 - $26 per hour Based on prior experienceStipends: Up to...
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Duluth, MN area

According to the United States Census Bureau, the city has a total area of 87.43 square miles (226.44 km2); 67.79 square miles (175.58 km2) is land and 19.64 square miles (50.87 km2) is water. It is Minnesota's second-largest city by land area, surpassed only by Hibbing. Of its 87.3 square miles (226 km2), 68 square miles (180 km2), or 77.89%, is land and 19.3 square miles (50 km2), or 22.11%, is water. Duluth's canal connects Lake Superior to the Duluth–Superior harbor and the Saint Louis River. It is spanned by the Aerial Lift Bridge, which connects Canal Park with Minnesota Point ("Park Poi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,014 to $115,025
Duluth, Minnesota area prices
were up 1.3% from a year ago

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· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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So, always ask about the services a wealth management firm offer.
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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