Wealth Management Specialist jobs in Kingsport, TN

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

A
Knowledge Management Specialist
  • Appalachian State University
  • Boone, NC FULL_TIME

  • Posting Details

    Work experience or education that is NOT included on the application will NOT be considered when screening your application. Please include ALL work experience and education on the application to ensure that you receive the appropriate credit toward qualification for this position.

    Position Summary Information

    Classification Title
    Technology Support Analyst

    Working Title
    Knowledge Management Specialist

    Working Location (City, State)
    Boone, NC

    Job Category
    3

    Position Number
    092921

    Department
    Information Technology Service - 205400

    Description of University
    Appalachian State University, in North Carolina’s Blue Ridge Mountains, prepares students to lead purposeful lives as global citizens who understand and engage their responsibilities in creating a sustainable future for all. The transformational Appalachian experience promotes a spirit of inclusion that brings people together in inspiring ways to acquire and create knowledge, to grow holistically, to act with passion and determination, and embrace diversity and difference. As one of 17 campuses in the University of North Carolina system, Appalachian enrolls more than 20,000 students, has a low student-to-faculty ratio and offers more than 150 undergraduate and graduate majors.

    Minimum Qualifications
    Graduation from a two year technical college with a major in computer science, information technology or related area and one year in the information technology field related to the position’s role; or graduation from a four year college or university and one year experience in the information technology field related to the position’s role; or graduation from a four year college or university with a major in computer science or information technology or related degree. Related information technology experience may be substituted year for year for the required education.
    Special Note: This is a generalized representation of positions in this class and is not intended to reflect essential functions per ADA. Examples of competencies are typical of the majority of positions, but may not be applicable to all positions.
    Degrees must be received from appropriately accredited institutions.

    License/Certification Required

    Essential Job Functions
    The primary mission of Information Technology Support Services (ITSS) is to provide technology support and consultation to the faculty, staff and students of Appalachian State University. ITSS consists of a communication and instructional support team, a desktop support team, and call-in help desk team, a walk-in technology support center, and copier services.

    Job duties and responsibilities of the Knowledge Management Specialist include:
    • Coordinate, write, edit, manage, publish, analyze, and maintain content for ITS Knowledge Base and websites.
    • Work with department colleagues and project managers to develop communication strategies for university projects.
    • Assess engagement and value of ITS online content via analytics and established metrics.
    • Represent ITS in cross-functional meetings with external departments and areas.
    • Collaborate closely with a variety of stakeholders, both internal and external, on all aspects of communication projects.
    • Design and deliver accessible, user-friendly content for documentation in Confluence, Jira and Drupal spaces.
    • Perform other duties as assigned.

    Knowledge, Skills, & Abilities Required for this Position
    • Knowledge of Jira Service Desk, Confluence Knowledge Base Management, Google Suite, Drupal, and Canva
    • Ability to plan, develop, and execute communications within a strategic project framework
    • Experience with screen recording tools and Adobe Creative Suite applications
    • Excellent communication skills (oral and written), interpersonal, and organizational skills are required
    • Demonstrated ability to present and explain complex technical topics, problems, and alternative solutions to varying audiences
    • Writing experience for communicating and breaking down complex technical processes and systems for diverse audiences with varying ranges of experience
    • General knowledge of enterprise-level, multi-user computing environments utilizing Microsoft Active Directory, SCCM, and JAMF
    • Knowledge of Windows, MacOS/OSX, iOS, and Android operating systems
    • General knowledge of enterprise-level networking and security topics
    • Client support soft skills including:
      • the ability to prioritize a multitude of tasks with or without direct supervision
      • the ability to maintain positive working relationships with the campus community
      • the ability to communicate complex technological concepts clearly and efficiently
      • the ability to anticipate the needs of constituent clients proactively.


    Preferred Qualifications
    • Bachelor’s degree
    • Experience working with Confluence, Google Suite, Drupal, Canva.
    • Experience planning, developing, and executing communications within a strategic project framework.
    • Experience with screen recording tools and Adobe Creative Suite applications.
    • Excellent communication skills (oral and written), interpersonal, and organizational skills are required.
    • Demonstrated ability to present and explain complex technical topics, problems, and alternative solutions to varying audiences.
    • Writing experience for communicating and breaking down complex technical processes and systems for diverse audiences with varying ranges of experience.

    Type of Position
    Permanent Full-Time

    Staff/Non-Faculty
    Staff/Non-Faculty

    Appointment Type
    1.00

    Work Schedule/Hours
    Monday through Friday 8:00am-5:00pm. Rarely, this position may be authorized to work overtime during periods of unusually high workload or to service special events.

    Number of Hours Per Week
    40

    Number of Months Per Year
    12

    Mandatory Staff
    No

    Physical Demands of Position
    Light-to-moderate

    Overall Competency Level
    Journey

    Salary Grade Equivalency
    IT03

    Salary Range

    Anticipated Hiring Range
    $61,830-$64,303

    Required Functional Competencies to Successfully Perform Job Duties.
    Consultancy Skills:
    • Communicate effectively and clearly to clients about technology issues and solutions.
    • Provide meaningful educational opportunities to clients with regard to technology utilization.
    • Interact with colleagues, primarily other members of the Desktop Support Specialists, Technology Help Desk, Technology Support Center, and Learning Spaces groups, to develop and disseminate institutional knowledge.


    Planning & Organizing:
    • Collaborate with project managers to plan project communication strategies.

    Project Management:
    • Develop and lead instructional workshops and other classes and tranings.
    • Provide clear and concise technical documentation in the Appalachian Technology Knowledge Base.

    Technical Knowledge:
    • Work with Confluence, Google Suite, Drupal, Canva to develop instructional materials
    • Work with screen recording tools and Adobe Creative Suite applications.

    Technical Solution Development:
    • Works independently with general supervision and exercises judgment within defined guidelines and practices to determine appropriate action.

    Technical Support:
    • Independently resolves problems through advanced systems analysis and troubleshooting procedures.

    Pay will be commensurate with applicant competencies, budget, equity and market considerations.

    Posting Details Information

    Posting Date
    04/14/2024

    Closing Date
    05/05/2024

    Competency Level Statement
    Management will only consider applicants who meet the required competencies.

    Special Instructions to Applicants
    Please submit a cover letter, your resume, and three professional references.

    Search Chair Name
    Ellen Burnette

    Search Chair Email
    burennetteg@appstate.edu

    Applicant Pool Preference
    External (Post on the Web)

    Posting Number
    201502582P

    Quick Link
    https://appstate.peopleadmin.com/postings/45486
  • 7 Days Ago
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A
Knowledge Management Specialist
  • appstate
  • Boone, NC FULL_TIME
  • The primary mission of Information Technology Support Services (ITSS) is to provide technology support and consultation to the faculty, staff and students of Appalachian State University. ITSS consist...
  • 7 Days Ago
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T
Case Management Specialist
  • The Salvation Army USA Southern Territory
  • Kingsport, TN FULL_TIME
  • Job Summary: Interviews, accepts, and provides comprehensive, long-term, structured, complex, case management services for an assigned caseload of clients participating in an established life manageme...
  • 1 Month Ago
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S
Waste Management Specialist
  • Strata-G, LLC
  • Erwin, TN CONTRACTOR
  • At Strata-G, we define significance by the extraordinary people we hire, the relationships we build with our clients, and the positive impact we make in the community. Our team of intellectually curio...
  • 1 Month Ago
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L
Risk Management Specialist - Fraud Prevention
  • LifeStore Bank
  • West Jefferson, NC FULL_TIME
  • Risk Management Specialist – Fraud Prevention Department: Risk Management Reports To: Senior Risk Manager Supervises: None Job Description: This role is responsible for analyzing alerts to detect irre...
  • 5 Days Ago
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U
Quality Assurance Specialist
  • US Defense Contract Management Agency
  • Jonesborough, TN FULL_TIME
  • Duties Performs duties associated with the administration of the quality assurance provisions of contracts by designing, implementing, and maintaining a risk-based surveillance program and assessment ...
  • 6 Days Ago
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0 Wealth Management Specialist jobs found in Kingsport, TN area

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Independent Insurance Claims Adjuster in Abingdon, Virginia
  • MileHigh Adjusters Houston Inc
  • Abingdon, VA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/23/2024 12:00:00 AM
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T
TN - RN 2700, 2800, 2900 ICU - Days
  • TotalMed
  • Kingsport, TN
  • We are seeking a Registered Nurse-Intensive Care Unit for a travel assignment in Kingsport Tennessee.
  • 4/23/2024 12:00:00 AM
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K
KFC General Manager
  • KFC
  • Kingsport, TN
  • At KFC, we feed the world. But we do more than fill people up. We fulfill their life. Our meals matter, and when we serv...
  • 4/23/2024 12:00:00 AM
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B
Assistant Store Manager
  • Buff City Soap
  • Kingsport, TN
  • Benefits: 401(k) Dental insurance Employee discounts Flexible schedule Health insurance Opportunity for advancement Paid...
  • 4/23/2024 12:00:00 AM
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Soap Maker/Retail Associate
  • Buff City Soap
  • Kingsport, TN
  • Benefits: Employee discounts Opportunity for advancement Training & development Soap Maker/Retail Associate - Part Time ...
  • 4/23/2024 12:00:00 AM
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CNA - Hospice Aide
  • LHC New
  • Kingsport, TN
  • Summary We are hiring for a Hospice Aide / CNA. At Suncrest Hospice in Kingsport, TN, a part of LHC Group, we embrace a ...
  • 4/23/2024 12:00:00 AM
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D
Part Time Car Wash Crew Member - Shop#727 - 1229 E Stone Rd
  • Driven Brands
  • Kingsport, TN
  • Company:Take 5 Car Wash Join our impressive Take 5 Car Wash team! We're the world's largest car wash company with close ...
  • 4/23/2024 12:00:00 AM
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D
Car Wash Crew Member - Shop#727 - 1229 E Stone Rd
  • Driven Brands
  • Kingsport, TN
  • Company:Take 5 Car Wash Join our impressive Take 5 Car Wash team! We're the world's largest car wash company with close ...
  • 4/23/2024 12:00:00 AM
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About Kingsport, Tennessee

Kingsport is located in western Sullivan County at 36°32′N 82°33′W / 36.533°N 82.550°W / 36.533; -82.550 (36.5369, −82.5421), at the intersection of U.S. Routes 11W and 23. Kingsport is the northwest terminus of Interstate 26. US 11W leads east 22 miles (35 km) to Bristol and southwest 28 miles (45 km) to Rogersville, while US 23 leads north 38 miles (61 km) to Big Stone Gap, Virginia. I-26 and US 23 lead south 8 miles (13 km) to Interstate 81 and 83 miles (134 km) to Asheville, North Carolina. The city is bordered to the west by the town of Mount Carmel, to the southeast by unincorporated ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$65,602 to $104,785
Kingsport, Tennessee area prices
were up 1.3% from a year ago
View detail

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