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)
Competitive Compensation & Benefits Package!
Position eligible for –
See attachment for additional details.
Office Location: Gastonia, NC (Hybrid - will need to come into the Gastonia office a minimum of 2 days per week)
Projected Hiring Range: Depending on Experience
Closing Date: Open Until Filled
Primary Purpose of Position:
This position is responsible for implementing and supporting the LME/MCO Medicaid and State appeals process.
Role and Responsibilities:
Implementation of MCO Medicaid and non-Medicaid Appeals Processes:
Educate:
Liaison:
Misc:
Knowledge, Skills and Abilities:
Education/Experience Required:
Bachelor’s Degree and two (2) years of Human Services/healthcare experience. An equivalent combination of education and experience may be accepted.
Education/Experience Preferred:
Master’s Degree and two (2) years of Human Services/healthcare experience.
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