Wealth Management Specialist jobs in Galveston, TX
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
Emergency Management Specialist II
- Galveston County
-
League, TX
FULL_TIME
-
The purpose of this class is to provide technical expertise in all phases of emergency management to help ensure the smooth operation of assigned department.
- Coordinate with the Emergency Management Coordinator to develop and revise emergency operations plan and annexes in accordance with federal, state, and local regulations.
- Provide subject matter expertise to the Emergency Management Coordinator during EOC activation and emergency response situations.
- Assist the Emergency Management Coordinator with setting policies, procedures, and strategic goals for every phase of emergency management.
- Serve on various committees and represent Galveston County OEM at Regional, State, and National associations.
- Assist in overall logistics management of emergency resources including equipment, supplies, and personnel to ensure readiness for disaster response and EOC activations.
- Provide technical support and subject matter expertise to the County Grant Administrator for grant development and management.
- Serve as primary liaison for the department in mitigation and recovery planning efforts with Regional, State, and National organizations.
- Research and review emergency management related doctrine, guidance, or literature of other regional and local emergency management departments to benchmark and determine best practices.
- Direct the efforts of and supervise departmental staff, and assists with setting performance standards and accountabilities.
- May serve in an ICS Command Staff role during an EOC activation for an incident.
- Work proactively to cultivate a team approach with other Galveston County jurisdictional emergency management offices.
- Ability to work extended or non-traditional hours such as evenings, weekends, special events, etc.
- Ability to communicate and present instruction to diverse small and large groups.
- Perform other related work as assigned.
- Education: Bachelor’s degree from an accredited college or university in a directly related field of study or an equivalent combination of education and experience.
- Experience: Four (04) years in full-time, paid employment positions involving disaster preparedness, incident management, technical experience in administrative, project management, and program development supporting all phases of emergency management.
- Preferred Experience: National Incident Management System (NIMS), FEMA Preparedness Cycle, Incident Command System (ICS) Command/General Staff functions, ICP/EOC management positions, or similar command, control, and coordination roles in emergency response.
- Knowledge and experience with Title 49 Code of Federal Regulations (CFR) and U.S. Department of Transportation (DOT), transportation placards, labels, and markings as well as NFPA 704 and NFPA 470 hazardous materials/weapons of mass destruction standard for responders.
- Knowledge and familiarity with mitigation and recovery functions to effectively assist with reducing impact of disasters and building resiliency throughout our communities.
- Knowledge and familiarity with contracts and agreements to ensure effective response efforts and collaboration with community partners.
- Knowledge and experience with using resource management and reporting systems such WebEOC, Electronic Tracking Network (ETN), iSTAT/pSTAT, and Workday.
- Additional work experience of the type described above may be substituted for the education requirement on a year-for-year basis.
- The work is typically performed sitting at a desk or table or while intermittently sitting, standing, bending, crouching, or stooping. The employee occasionally lifts light and heavy objects.
- This position is a Tier 1 essential employee position with specific responsibilities that must remain in the County at a designated location during an emergency.
- FEMA ICS-100, 200, 700, 800, 300, and 400
- Certified Emergency Manager through IAEM (CEM/AEM), State of Texas (TEM), or other State Level Equivalent EM certification
- FEMA Professional Development Series (PDS) and Advanced Professional Series (APS)
- FEMA National Emergency Management Basic (NEMBA) or Advanced Academy (NEMAA)
- Galveston County is an Equal Opportunity Employer. ADA requires Galveston County to provide reasonable accommodations to qualified persons with disabilities. Prospective and current employees are encouraged to discuss ADA accommodations with management.
- 22 Days Ago
Risk Management Specialist
- Galveston County
-
Galveston, TX
FULL_TIME
- Performs a variety of professional and administrative level risk management duties designed to minimize the County’s exposure to loss, control costs and promote a safework environment. May carry out r...
- 6 Days Ago
Occupancy Specialist
- McCormack Baron Management, Inc.
-
Galveston, TX
FULL_TIME
- Occupancy Specialist Reports to the Property Manager Date Written or Revised: November 17, 2023 FLSA: Non-Exempt Key Responsibilities (Essential Duties and Functions) This list of duties and responsib...
- 2 Days Ago
Clinical Documentation Specialist (Remote/Texas Resident) - Clinical Data Management
- UTMB Health
-
Galveston, TX
FULL_TIME
- Minimum Qualifications: Certified Registered Health Information Administrator (RHIA), or Technician (RHIT), or an associate degree in a health care related discipline with Certified Coding Specialist ...
- 17 Days Ago
Clinical Documentation Specialist (Remote/Texas Resident) - Clinical Data Management
- UTMB Health Careers
-
Galveston, TX
FULL_TIME
- Minimum Qualifications: · Certified Registered Health Information Administrator (RHIA), or Technician (RHIT), or an associate degree in a health care related discipline with Certified Coding Specialis...
- 15 Days Ago
Quality & Patient Safety Spec - Quality Management
- Quality Management - UTMB Health Careers
-
Galveston, TX
FULL_TIME
- JOB SUMMARY: Provide quality and patient safety consulting, analysis and improvement facilitation for staff and leaders throughout the Hospital. Develop, implement, and improve programs to establish a...
- 1 Month Ago
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0 Wealth Management Specialist jobs found in Galveston, TX area
Recruitment Consultant Financial Services
- MACKINNON & PARTNERS LLC
-
Seabrook, TX
- Job Description Job Description The Recruitment Consultant is responsible for identifying potential candidates for our c...
- 4/26/2024 12:00:00 AM
Administrators' Opportunity - Remote
- Life Balance Transition
-
Pearland, TX
- "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
- 4/26/2024 12:00:00 AM
Account Manager
- Bount & Dean Agency (BLN-HT)
-
Pearland, TX
- 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
Sr. Validation Engineer (Design Group)
- Barry-wehmiller Companies Inc.
-
Pasadena, TX
- Sr. Validation Engineer (Design Group) page is loaded Sr. Validation Engineer (Design Group) Apply locations Pasadena, C...
- 4/24/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Manvel, Texas
- MileHigh Adjusters Houston Inc
-
Manvel, TX
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/24/2024 12:00:00 AM
Inside Sales Representative
- South TX Division (BLN-HT2)
-
League City, TX
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/23/2024 12:00:00 AM
Senior Project Manager
- Vader-Rey Companies
-
Galveston, TX
- Senior Project Manager 2 roles! $180,000 Job Description: Are you ready to lead and drive transformative projects from c...
- 4/22/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Baytown, Texas
- MileHigh Adjusters Houston Inc
-
Baytown, TX
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/22/2024 12:00:00 AM
About Galveston, Texas
The city of Galveston is situated on Galveston Island, a barrier island off the Texas Gulf coast near the mainland coast. Made up of mostly sand-sized particles and smaller amounts of finer mud sediments and larger gravel-sized sediments, the island is unstable, affected by water and weather, and can shift its boundaries through erosion.
The city is about 45 miles (72 km) southeast of downtown Houston. The island is oriented generally northeast-southwest, with the Gulf of Mexico on the east and south, West Bay on the west, and Galveston Bay on the north. The island's main access point from the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$74,399 to $118,835
Galveston, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Wealth Management Specialist do?
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