Wealth Management Specialist jobs in Gulfport, MS

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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Financial Management Specialist (Direct Hire)
  • US National Aeronautics and Space Administration -...
  • Saint Louis, MS FULL_TIME
  • Duties

    • Duties described below are at the highest grade advertised. Duties assigned at lower grade levels will be of more limited scope, performed with less independence and limited complexity; duties will be commensurate with the grade of selected employee.
    • Utilizes knowledge of Standard General Ledger (SGL), appropriation law, audit requirements, NASA’s financial system (SAP), Payroll regulations, and NASA policies in all functional aspects of the job.
    • Maintains communication with various stakeholders to ensure proper funding and documentation of various processes and procedures required for timely and accurate processing.
    • Records and reconciles all transactions to ensure they are recorded timely and accurately in SGL and all sub-systems.
    • Processes transactions for broad/varied range of functions including costs, reimbursables, labor, property, standard general ledger, and travel; conducts examination of transactions, researches information, and classifies data.
    • Verifies source documents for accuracy, determines necessary transactions, and codes transactions; prepares and ensures sufficient funds have been obligated and totals are correct.
    • Functions in an assistant capacity, typically working with senior staff members, carrying out predetermined phases of the assignments designed to provide broad exposure to the work in the organization.
    • Researches and analyzes data, issues, and information that support project recommendations or the work assignments of senior staff members.
    • Prepares researched and logically organized presentations related to work assignments; presents facts, issues, and positions that convey the intended information with the appropriate diplomacy and emphasis.
    • Provides user support and coordinates with IT to resolve system problems. Partners with IT to develop requirements for any system enhancements, upgrades, or new developments and assist in acceptance testing of these system changes.
    • Assists or serves as a member on Center/Agency team projects or initiatives.
    • Foster a culture of engagement, diversity, inclusiveness, excellence and innovation. Champion NASA's commitment to Diversity, Equity, Inclusion and Accessibility to create an environment that promotes a commitment to safety, integrity, and teamwork.

    Requirements

    Conditions of Employment

    • This position is open to U.S. citizens, nationals or those who owe allegiance to the U.S.
    • Position subject to pre-employment background investigation.
    • This position may require a one year trial period.
    • You must meet qualifications requirements by the closing date of this announcement.

    Qualifications

    Specialized experience is experience that has equipped you with the particular ability, skill, and knowledge to successfully perform the duties of this position and is typically in or related to this line of work.

    To qualify for GS-09 level, you must have:
    a) One year of directly related specialized experience equivalent to the GS-07 level
    • Using automated tools such as Standard General Ledger (SAP) to complete a broad range of financial management or operational accounting (i.e. disbursements, vouchers, processing payments or other financial transactions);
    • Assisting in collecting data to support analyzing, reconciling, resolving varies, and/or interpreting accounting data;
    • Researching and responding to inquires verbally or in writing involving various accounting topics.
    OR
    b) Completed all requirements for a master's or equivalent graduate degree in an appropriate field
    OR
    c) Completed 2 full academic years of progressively higher-level graduate education leading to a master's degree or equivalent graduate degree in an appropriate field
    OR
    d) LL. B or J.D, if related
    OR
    e) Have an equivalent combination of experience and graduate study as discussed in a), b), c) and d) above

    To qualify for GS-11, you must have:
    a) One year of directly related specialized experience equivalent to the GS-09 level
    • Performing a broad range of financial management and operational accounting (i.e., disbursements, vouchers, processing payments or other financial transactions) using automated tools such as Standard General Ledger (SAP);
    • Analyzing, reconciling, resolving varies, and/or interpreting accounting data or performing research and responding to inquiries on various accounting topics;
    • Providing financial management support for an organization through oral and written communication to internal/external stakeholders and team members.
    OR
    b) Completed all requirements for a doctoral degree (i.e., Ph.D. or equivalent) in an appropriate field
    OR
    c) Completed 3 full academic years of progressively higher-level graduate education leading to a Ph.D. degree or equivalent doctoral degree in an appropriate field
    OR
    d) LL.M., if related
    OR
    e) Have an equivalent combination of experience and graduate study as discussed in a), b), c) and d) above

    Your resume must include a clear and detailed narrative description, in your own words, of how you meet the required specialized experience. Experience statements copied from a position description, vacancy announcement or other reference material constitutes plagiarism and may result in disqualification and losing consideration for the job.

    Education

    If you are using education completed in the United States to meet the qualification requirements, your degree must have been awarded from a college or university that is accredited by a recognized accrediting organization. For a list of schools that meet this criteria, go to http://ope.ed.gov/accreditation/.

    If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs. These education credentials must be deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: https://www2.ed.gov/about/offices/list/ous/international/usnei/us/edlite-visitus-forrecog.html.

    All degrees must have been received in the year of, or any year subsequent to the original date of accreditation.

    Additional information

    Additional selections may be made for similar positions across NASA within the local commuting area(s) of the location(s) identified in this announcement. By applying, you agree to have your application shared with interested selecting official(s) within NASA. CTAP/ICTAP will be cleared for any additional selection from this announcement.
    This appointment may be extended beyond the initial appointment date, for a period not to exceed a total of six years.

    Current Federal civilian employees may apply for this position. If selected, a break in service of at least 4 calendar days may be required prior to appointment to this position.

    If you have special priority selection rights under the Agency Career Transition Assistance Program (CTAP) or the Interagency Career Transition Assistance Program (ICTAP), you must:
    • Indicate your eligibility when applying for a position. The questionnaire asks you to identify your ICTAP/CTAP eligibility.
    • Meet the minimum qualifications requirements for the position
    • Submit proof that you meet the requirements for CTAP/ICTAP as indicated in 'Required Documents'

    For additional information about CTAP/ICTAP eligibility, click here - https://www.opm.gov/policy-data-oversight/workforce-restructuring/employee-guide-to-career-transition/#ictap.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    Direct Hire Authority: These positions will be filled through the Office of Personnel Management's Direct Hire Authority. Category rating and veterans' preference will not be considered in evaluating applicants. For more information on Direct Hire Authority, please see: OPM Direct Hire Fact Sheet.

    Veterans: Under the provisions of Direct Hire Authority, veterans' preference does not apply. However, applicants who are eligible for veterans' preference are encouraged to include that information in their application and submit supporting documentation (i.e. DD-214, or other substantiating documents). For more information please see: Veterans' Preference information on the FedsHireVets website.

    You will be evaluated for this position based on how well you meet the qualifications and eligibility requirements listed in this vacancy announcement. To determine your qualifications and referral status, we may review your resume and supporting documentation and compare it against your responses to the vacancy questionnaire. Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration.

    You will be assessed on the following competencies:

    • Customer Service
    • Oral Communication
    • Financial Analysis
    • Technical Competence
    • Technology Application
    • Budgeting Management
    • Financial Management
    • Internal Control/Audit
    NASA considers paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      A complete application package includes a resume, required documents and completion of the vacancy announcement questionnaire. Please see this guidance: What to include in your resume. Your resume should describe your specialized experience and support your answers to the vacancy announcement questionnaire. Please note: if any of the following types of information are included on your resume, your application package will be disqualified:

      • Classified or government sensitive information.
      • Social Security Number (SSN)
      • Photos of yourself
      • Personal information, such as age, gender, religious affiliation, etc.
      • Encrypted and digitally signed documents.
      If your resume contains any of the above information, you must redact that information prior to the submission of your application.

      The following documents are required:
      • Resume


      For transcripts the following documents are acceptable:
      • An unofficial transcript
      • A copy of an official transcript
      If you are using education to qualify for this position, you will lose consideration if you do not submit proof of your education. Documents must fully support the education requirements listed above. Incomplete documents or documents that do not show completion of required degree program or coursework may result in disqualification.

      There may be other supporting documents (licenses, certification, veterans preference, etc.), depending on your answers to the questionnaire and job announcement description, that you may have to submit, please verify your application. Do not submit an OF-306 with your application.

      If you are a surplus or displaced employee (CTAP and ICTAP), submit proof that you meet the requirements for CTAP/ICTAP. This includes copies of your agency notice, most recent Performance Rating and most recent Notification of Personnel Action (SF-50) noting current position, grade level, and duty location.

      Official documents are required at the time of appointment for verification of eligibility and qualifications.

      If you are relying on your education to meet qualification requirements:

      Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

      Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

    • How to Apply

      Please read the entire announcement and all the instructions before you begin an application and have all required information available. We encourage you to provide a complete description of your educational achievements and include both paid and non-paid work in the experience portion of your resume. If you submit a resume that does not contain the required information, you may lose consideration.

      To apply for this position, you must complete the initial online application, to include the initial online assessment and submission of the required documentation specified in the Required Documents section below.

      The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows:

      1. To begin the application process, you will need to be logged into your USAJOBS account. If you do not have a USAJOBS account, you will need to create one before beginning the application process. Once logged in to your account, click on the "Apply" link.
      2. Follow the prompts to select your resume and/or other supporting documents to be included with your application package. We strongly encourage you to utilize the USAJOBS resume builder when creating your resume. Using the resume builder will help you ensure your resume includes important information related to your qualifications and eligibility for this position. Answer the questions presented in the application and attach all necessary supporting documentation. During the application process you can review, edit, delete and update your information. We'll automatically save your progress as you go, so you won't lose any changes. Your uploaded documents may take several hours to clear the virus scan process.
      3. After acknowledging you have reviewed your application package, complete the 'Include Personal Information' section as you deem appropriate and click to continue with the application process. You will be taken to the vacancy questionnaire which you must complete in order to apply for the position. Complete the online application, verify all required documentation is included with your application package, and submit the application.
      4. Click the Submit Application button prior to 11:59PM (ET) on the announcement closing date.

      NASA's online application process provides step by step guidance to ensure you provide all needed information. If you are unable to apply online, please contact NSSC-CONTACTCENTER@MAIL.NASA.GOV for assistance. Be advised - application materials faxed, emailed, and/or mailed to NASA Shared Services Center will not be accepted for this announcement.

      NASA provides reasonable accommodations to applicants with disabilities. If you are an applicant with a disability and need a reasonable accommodation for any part of the application and hiring process, please notify the agency contact center listed on the job vacancy announcement. The decision on granting reasonable accommodations will be on a case-by-case basis.

      Agency contact information

      NASA Shared Services Contact Center

      Phone

      1-877-677-2123

      Fax

      1-866-779-6772

      Email

      nssc-contactcenter@mail.nasa.gov

      Address

      NASA Shared Services Center
      1111 Jerry Hlass Road
      Stennis Space Center, MS 39529
      US

      Next steps

      Once you submit your application package, you will receive an acknowledgement email. Throughout the process you will receive regular status updates through USAJOBS. To verify the status of your application, log into your USAJOBS account (https://my.usajobs.gov/Account/Login), all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/.

      Whether or not you are contacted for an interview depends upon the location of the position and the judgment of the hiring manager.

      If you are selected, you will be notified by phone or email with a tentative job offer. If you fail to meet the conditions of employment or any other pre-employment requirements, such as missing a scheduled appointment, we may rescind a tentative job offer.

      NASA will not ask you to disclose criminal history record information during the application process or before we make a conditional/tentative offer of employment. If you apply for this position and are selected, NASA will conduct a suitability/security background investigation after you accept a tentative job offer. If you feel you are asked to disclose your criminal history before you accept a tentative offer and wish to file a complaint, please contact: Agency-FCCJ@NASA.gov.

      An official, written job offer will be issued once all requirements have been verified.

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    A complete application package includes a resume, required documents and completion of the vacancy announcement questionnaire. Please see this guidance: What to include in your resume. Your resume should describe your specialized experience and support your answers to the vacancy announcement questionnaire. Please note: if any of the following types of information are included on your resume, your application package will be disqualified:

    • Classified or government sensitive information.
    • Social Security Number (SSN)
    • Photos of yourself
    • Personal information, such as age, gender, religious affiliation, etc.
    • Encrypted and digitally signed documents.
    If your resume contains any of the above information, you must redact that information prior to the submission of your application.

    The following documents are required:
    • Resume


    For transcripts the following documents are acceptable:
    • An unofficial transcript
    • A copy of an official transcript
    If you are using education to qualify for this position, you will lose consideration if you do not submit proof of your education. Documents must fully support the education requirements listed above. Incomplete documents or documents that do not show completion of required degree program or coursework may result in disqualification.

    There may be other supporting documents (licenses, certification, veterans preference, etc.), depending on your answers to the questionnaire and job announcement description, that you may have to submit, please verify your application. Do not submit an OF-306 with your application.

    If you are a surplus or displaced employee (CTAP and ICTAP), submit proof that you meet the requirements for CTAP/ICTAP. This includes copies of your agency notice, most recent Performance Rating and most recent Notification of Personnel Action (SF-50) noting current position, grade level, and duty location.

    Official documents are required at the time of appointment for verification of eligibility and qualifications.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

  • 16 Days Ago

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Treasury Management Client Support Specialist
  • The First Bank
  • HATTIESBURG, MS OTHER
  • Job Details Job Location: OPERATIONS CENTER - HATTIESBURG, MS Salary Range: Undisclosed DescriptionJob Summary: The primary responsibility of this job is assisting in implementation of all Treasury Ma...
  • 29 Days Ago

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Health Information Management (HIM) Specialist
  • Singing River Health System
  • Gulfport, MS FULL_TIME
  • Health Information Management (HIM) SpecialistFull-Time | Monday-Friday (8:00am-4:30pm) | Must float between Gulfport and Ocean Springs Hospital | 15200 Community RoadGulfport, Mississippi, 39503Unite...
  • 2 Months Ago

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HIM Specialist - Health Information Management - Days - FT
  • Memorial Hospital at Gulfport
  • Gulfport, MS FULL_TIME
  • Performs and coordinates all HIM related electronic functions to include chart analysis for deficiency, release of medical information, image scanning and import, export and posting medical documentat...
  • Just Posted

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Precertification Specialist II - Utilization Management - Days - FT
  • Memorial Hospital at Gulfport
  • Gulfport, MS FULL_TIME
  • The Precertification Specialist II is responsible for overseeing the completion of authorizations. The Specialist acts as the liaison between providers, physicians, insurance companies, billing depart...
  • 22 Days Ago

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Chart Imaging Specialist - Health Information Management - Days - FT
  • Memorial Hospital at Gulfport
  • Gulfport, MS FULL_TIME
  • Responsible for ensuring the timely access and completion of patient documentation through the functions of scanning, indexing, and chart completion. Responsible for patient discharge chart completion...
  • 14 Days Ago

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0 Wealth Management Specialist jobs found in Gulfport, MS area

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Inside Sales Representative
  • Advisors New Orleans (DSF-NO)
  • Slidell, LA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/18/2024 12:00:00 AM

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Market General Manager
  • KFC
  • Gulfport, MS
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/18/2024 12:00:00 AM

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Market General Manager
  • KFC
  • Gulfport, MS
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/18/2024 12:00:00 AM

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Market General Manager
  • KFC
  • Biloxi, MS
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/18/2024 12:00:00 AM

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Market General Manager
  • KFC
  • Gautier, MS
  • West Quality Food Service, Inc. is a 47 year old company with restaurants in Mississippi, Louisiana, Tennessee, and Alab...
  • 4/18/2024 12:00:00 AM

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Relationship Banker LP (SAFE) _ Courthouse Road
  • WELLS FARGO BANK
  • Gulfport, MS
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/17/2024 12:00:00 AM

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Wealth Management Associate
  • Magellan Financial & Insurance Services Inc.
  • Biloxi, MS
  • Client Service Representative (Insurance/ Investments Processor) Who We Are: Roberts Wealth Management, a beacon of exce...
  • 4/16/2024 12:00:00 AM

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Product & Pricing Manager (Reporting Analytics)
  • Hancock Whitney Corp.
  • Gulfport, MS
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an accou...
  • 4/15/2024 12:00:00 AM

Gulfport is the second-largest city in Mississippi after the state capital, Jackson. Along with Biloxi, Gulfport is the other county seat of Harrison County and the larger of the two principal cities of the Gulfport-Biloxi, Mississippi Metropolitan Statistical Area, which is included in the Gulfport-Biloxi-Pascagoula, Mississippi Combined Statistical Area. As of the 2010 census, the city of Gulfport had a total population of 67,793. It is also home to the US Navy Atlantic Fleet Seabees. According to the United States Census Bureau, the city had a total area of 64.2 sq mi (166.4 km2), of which ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$65,528 to $104,666
Gulfport, Mississippi area prices
were up 1.2% from a year ago

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