Wealth Management Specialist jobs in Florence, AL

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)

C
Project Management
  • C.L.H. South & Co.
  • Tuscumbia, AL CONTRACTOR
  • 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:

    • Lead and manage projects from inception to completion, including project planning, scheduling, execution, monitoring, and closure.
    • Develop project plans, timelines, and budgets, and ensure adherence to project scope and objectives.
    • Coordinate with clients and team to define project requirements, objectives, and deliverables.
    • Allocate resources effectively and efficiently to ensure project milestones are achieved on time and within budget.
    • Identify and mitigate risks and issues that may impact project delivery and escalate as necessary.
    • Conduct regular status meetings with project team members to track progress, resolve issues, and ensure alignment with project goals.
    • Communicate project updates, timelines, and deliverables to stakeholders, including senior management, clients, and cross-functional teams.
    • Foster a collaborative and supportive team environment, providing guidance, motivation, and mentorship to project team members.
    • Implement project management best practices, tools, and methodologies to optimize project outcomes and drive continuous improvement.
    • Prepare and present project reports, analyses, and presentations to stakeholders, highlighting key metrics, milestones, and accomplishments.

    Qualifications:

    • Bachelor's degree in business administration, project management, or related field.
    • Proven experience of 1-3 years in project management, with a successful track record of managing multiple projects simultaneously.
    • Strong leadership and team management skills, with the ability to motivate and inspire teams.
    • Excellent communication and interpersonal abilities, with the capacity to effectively communicate with clients and team at all levels.
    • Exceptional organizational and time management skills, with a keen attention to detail.
    • Proficiency in project management software and tools (e.g., Autodesk Build, etc.)
    • Analytical mindset with the ability to identify problems, propose solutions, and make data-driven decisions.
    • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
    • Flexibility to travel occasionally for client/team meetings, as needed.

    Job Type: Contract

    Pay: $30.00 per hour

    Work Location: Hybrid remote in Tuscumbia, AL 35674

  • 19 Days Ago

S
Restaurant management
  • SONIC Drive-In
  • Moulton, AL FULL_TIME
  • SONIC Drive-In - 12438 Alabama Highway 157 Restaurant Supervisor As a Restaurant Manager at SONIC Drive-In, you'll : Be responsible for the Drive-In and its operations; Provide quality food in a clean...
  • Just Posted

A
Restaurant Management
  • Arbys
  • Muscle Shoals, AL FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 12 Days Ago

A
Restaurant Management
  • Arbys
  • Florence, AL FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 12 Days Ago

A
Restaurant Management
  • Arbys
  • Savannah, TN FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 12 Days Ago

A
Restaurant Management
  • Arbys
  • Selmer, TN FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 12 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Florence, AL area

R
Prep Cook
  • Red Lobster
  • Florence, AL
  • Job Overview Would you like to prepare delicious seafood dishes for our guests and play a critical role in the kitchen? ...
  • 4/25/2024 12:00:00 AM

D
Yard/Warehouse Rep I
  • Darby Doors
  • Florence, AL
  • Founded in 1982, Darby Doors is a manufacturer and distributor of doors, millwork, hardware, bath accessories and buildi...
  • 4/25/2024 12:00:00 AM

K
Market General Manager
  • KFC
  • Florence, AL
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/25/2024 12:00:00 AM

K
Restaurant General Manager
  • KFC
  • Florence, AL
  • When you join the KFC Brand, you join our Family! Our KFC Family takes pride in our high-quality standards, southern-ins...
  • 4/25/2024 12:00:00 AM

H
General Dentist - Athens, AL
  • Hiring Now!
  • Athens, AL
  • General Dentist Valley Smiles Dental Care, is looking for a General Dentist to join our team. About Valley Smiles Dental...
  • 4/24/2024 12:00:00 AM

M
OPERATOR II
  • Mohawk Industries
  • Florence, AL
  • Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Ti...
  • 4/24/2024 12:00:00 AM

O
Phlebotomist
  • Octapharma Plasma
  • Florence, AL
  • Want to Expand your career-development potential, your ability to help donors and patients, and your access to professio...
  • 4/24/2024 12:00:00 AM

G
Cashier / Host / Attendant
  • Golden Corral
  • Florence, AL
  • Our franchise organization, Yellowfins, LLC dba Golden Corral Flroence, AL, is currently seeking energetic, friendly ind...
  • 4/24/2024 12:00:00 AM

Florence is a city in, and the county seat of, Lauderdale County, Alabama, United States, in the state's northwest corner. According to the 2010 census, the city's population was 39,319. Florence is the largest and principal city of the Florence-Muscle Shoals Metropolitan Statistical Area (which includes Muscle Shoals, Sheffield, and Tuscumbia metropolitan areas in Colbert and Lauderdale counties). Florence is considered northwestern Alabama's primary economic hub. Annual tourism events include the W. C. Handy Music Festival in the summer and the Renaissance Faire in the fall. Landmarks in Flo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$64,261 to $102,641
Florence, Alabama area prices
were up 1.3% 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