Wealth Management Specialist jobs in Lake Charles, LA
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
J.P. Morgan Wealth Management - Private Client Advisor - Lake Charles, LA
- JPMC Candidate Experience page
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Charles, LA
FULL_TIME
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. - 24 Days Ago
Design Specialist III
- ReCon Management Services
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Sulphur, LA
FULL_TIME
- DescriptionSummary Description:Responsible for the development of specific discipline (mechanical, piping, electrical, instrumentation, civil or structural) design packages for the installation of com...
- Just Posted
Piping Design Specialist III
- ReCon Management Services
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Sulphur, LA
FULL_TIME
- DescriptionSummary Description:Responsible for the development of specific discipline (mechanical, piping, electrical, instrumentation, civil or structural) design packages for the installation of com...
- 12 Days Ago
AUT Specialist Level II (In House)
- ReCon Management Services
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Sulphur, LA
FULL_TIME
- DescriptionSummary of Description:The AUT Specialist Level II will report directly to the Sr. AUT Specialist Level III who will establish clear expectations in terms of work quality, efficiency, and t...
- 4 Days Ago
Human Resources Compliance Specialist (In House)
- ReCon Management Services
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Sulphur, LA
FULL_TIME
- DescriptionSummary of Description:The Human Resources Compliance Specialist is responsible for ensuring an organization’s compliance with relevant legislation. This role encompasses a wide range of ta...
- 26 Days Ago
Quality Assurance Specialist (Aircraft)
- US Defense Contract Management Agency
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Charles, LA
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 ...
- 21 Days Ago
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0 Wealth Management Specialist jobs found in Lake Charles, LA area
Continuous Improvement Operator
- Kimberly Clark
-
Lake Charles, LA
- Worker Type Employee Worker Sub-Type Regular Time Type Full time
- 4/24/2024 12:00:00 AM
Full Time Nanny and Housekeeper
- Care
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Lake Charles, LA
- Responsibilities Duties include light housekeeping such as maintaining common areas, unloading dishwasher, kids laundry
- 4/24/2024 12:00:00 AM
Dentist or Oral Surgeon
- Hiring Now!
-
Lake Charles, LA
- Overview: Join Benevis: A Leader in Compassionate Dental Care At Benevis, we're more than just a dental services provide...
- 4/24/2024 12:00:00 AM
PARAMEDIC
- Calcasieu Parish Police Jury, LA
-
Lake Charles, LA
- Salary: $25.03 Hourly Location : Lake Charles, LA Job Type: Full-Time Job Number: 2024-00040 Department: Calcasieu Corre...
- 4/24/2024 12:00:00 AM
Housekeeping Specialist
- Golden Nugget
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Lake Charles, LA
- Posted Salary Range: USD $15.00 - USD $15.00 /Hr.
- 4/24/2024 12:00:00 AM
Painter
- Golden Nugget
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Lake Charles, LA
- Overview: Essential Duties/Responsibilities: Under the direction of the Maintenance Supervisor, the incumbent the incumb...
- 4/24/2024 12:00:00 AM
Banquet Server
- Golden Nugget
-
Lake Charles, LA
- Overview: Golden Nugget Lake Charles is a luxury casino-resort that opened in December 2014. The property contains nearl...
- 4/24/2024 12:00:00 AM
Cash Management Services Pack Out Teller
- Loomis
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Sulphur, LA
- With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults...
- 4/21/2024 12:00:00 AM
About Lake Charles, Louisiana
Lake Charles (French: Lac Charles) is the fifth-largest incorporated city in the U.S. state of Louisiana, located on Lake Charles, Prien Lake, and the Calcasieu River. Founded in 1861 in Calcasieu Parish, it is a major industrial, cultural, and educational center in the southwest region of the state.
As of the 2010 census, the population was 71,993. Lake Charles is the principal city of the Lake Charles Metropolitan Statistical Area, having a population of 202,040. It is the larger principal city of the Lake Charles-Jennings Combined Statistical Area, with a population of 225,235. The 2010 pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$69,032 to $110,262
Lake Charles, Louisiana 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