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)
Overview:
We are seeking a highly organized and proactive Project Manager to join our team. The Project Manager will be responsible for overseeing multiple projects from initiation to completion, ensuring they are delivered on time, within budget, and meet quality standards. The ideal candidate will have strong leadership skills, excellent communication abilities, and a proven track record of successfully managing projects in a fast-paced environment.
Responsibilities:
Qualifications:
Job Type: Contract
Pay: $30.00 per hour
Work Location: Hybrid remote in Tuscumbia, AL 35674
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