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)
REPORTS TO: School Director
BASIC FUNCTION:
To provide specially designed instruction to the students assigned on his/her caseload, which is appropriate for the assigned students, that meets their ability and appropriate for the subject and growth, and personal characteristics. This individual will work collaboratively with teachers and service providers to develop objective, measurable goals and determine appropriate accommodations for student individualized education programs.
EMPLOYMENT MINIMUM REQUIREMENTS:
RESPONSIBILITIES:
A teacher shall demonstrate knowledge, skills and/or abilities in the following broad areas: special education, instruction, classroom management, professional attitudes and growth, and personal characteristics.
Special Education
In the area of special education, a teacher shall:
Instructional Skills/Abilities
In the area of instructional skills and ability, a teacher shall:
Classroom Management
In the area of classroom management, a teacher shall:
Professional Attitude and Relationships
In the areas of professional relationships, a teacher shall:
Professional Growth
In the area of professional relationships, a teacher shall show evidence of a positive attitude towards:
Personal Characteristics
In the area of personal characteristics, a teacher shall:
All other responsibilities as set forth by School Director and CEO.
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