Wealth Management Specialist jobs in Lorain, OH

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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Elementary School Intervention Specialist 2024/2025 School Year
  • SUMMIT ACADEMY MANAGEMENT
  • Lorain, OH FULL_TIME
  • 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:

    • Bachelor Degree and licensure in Special Education (Intervention Specialist)
    • Valid Ohio teaching certificate or license.
    • Appropriate criminal record as determined by the Ohio Bureau of Criminal Identification and Investigation and the Federal Bureau of Investigation.
    • Demonstrate evidence of strong organizational and communication skills
    • Ability to generate, record, and maintain information and statistical data
    • Ability to administer, score, and interpret a test of individual achievement
    • Knowledge of the Ohio Department of Education model curriculum and Ohio’s New Learning Standards
    • Must be able to maintain confidentiality of student records and school business

    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:

    • Demonstrate knowledge of Special Education policies and regulations
    • Provide specially designed instruction to students assigned on his/her caseload in accordance with the students’ individualized education programs
    • Work collaboratively with staff and service providers for students on their caseload to develop individualized, objective, and measurable goals and objectives for students’ individualized education programs
    • Work collaboratively with teachers to determine appropriate accommodations and interventions for students for their individualized education program
    • Work collaboratively with teachers and service providers to complete IEP Progress Reports for those students on his/her caseload
    • Attend IEP and IAT meeting as requested

    Instructional Skills/Abilities

    In the area of instructional skills and ability, a teacher shall:

    • Demonstrate evidence of effective planning
    • Demonstrate skill in a variety of methods and techniques to meet student needs
    • Create an inviting classroom environment
    • Encourage proper care and usage of equipment, furnishings and materials
    • Be receptive to new ideas
    • Be enthusiastic
    • Demonstrate correct use of the written and spoken word
    • Teach social thinking and social skills to students
    • Evaluate and report student progress on the approved reporting tool and as scheduled
    • Follow Summit Academy’s Instructional Design

    Classroom Management

    In the area of classroom management, a teacher shall:

    • Establish and maintain positive rapport with people
    • Establish and maintain a classroom routine
    • Establish teacher expectation of students
    • Uphold school rules
    • Implement PBIS Behavior System

    Professional Attitude and Relationships

    In the areas of professional relationships, a teacher shall:

    • Have the ability to interact in a professional manner with Summit Academy staff
    • Have the ability to effectively work with colleagues in a professional manner
    • Demonstrate evidence of a positive attitude towards:
      • Colleagues, students, parents/guardians, special service personnel, support staff, administrators, and visitors/public

    Professional Growth

    In the area of professional relationships, a teacher shall show evidence of a positive attitude towards:

    • Show evidence of participation in professional improvement activities
    • Participate on school and/or district-wide curriculum committees
    • Plan, implement, and complete an IPDP as prescribed by the LPDC
    • Participate in OTES

    Personal Characteristics

    In the area of personal characteristics, a teacher shall:

    • Maintain professional behavior
    • Dress professionally

    All other responsibilities as set forth by School Director and CEO.

  • 2 Months Ago

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Management Internship
  • Menard, Inc Career Center
  • SANDUSKY, OH PART_TIME
  • Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
  • 11 Days Ago

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Restaurant Management
  • Arbys
  • Avon, OH FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 14 Days Ago

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Restaurant Management
  • Arbys
  • Willard, OH FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 15 Days Ago

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Management Internship
  • Menard, Inc Career Center
  • AVON, OH PART_TIME
  • Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
  • 1 Month Ago

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Specialist
  • University Hospitals
  • Avon, OH FULL_TIME
  • Description A Fitness Specialist provides health and fitness service by initiating fitness assessments, exercise and equipment orientation, while promoting fitness center programs and services. Conduc...
  • 30 Days Ago

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0 Wealth Management Specialist jobs found in Lorain, OH area

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New Grad RN - Neurosciences Specialty Unit
  • Cleveland Clinic
  • LORAIN, OH
  • Join our team at Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic is recognized as o...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neuro Specialty Unit
  • Cleveland Clinic
  • LORAIN, OH
  • Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neurosciences Specialty Unit
  • Cleveland Clinic
  • SHEFFIELD LAKE, OH
  • Join our team at Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic is recognized as o...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neuro Specialty Unit
  • Cleveland Clinic
  • SHEFFIELD LAKE, OH
  • Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neurosciences Specialty Unit
  • Cleveland Clinic
  • AMHERST, OH
  • Join our team at Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic is recognized as o...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neuro Specialty Unit
  • Cleveland Clinic
  • AMHERST, OH
  • Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare...
  • 4/26/2024 12:00:00 AM

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Hospitalist-Internal Medicine-UHMG-91913
  • University Hospitals Pain Management
  • Elyria, OH
  • Description Career Site Posting SummaryPosition Location: Cleveland, OhioPosition Type: PhysicianSpecialty: Internal Med...
  • 4/23/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Rocky River, OH
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM

Lorain /ləˈreɪn/ is a city in Lorain County, Ohio, United States. The municipality is located in northeastern Ohio on Lake Erie, at the mouth of the Black River, approximately 30 miles west of Cleveland. As of the 2010 census, the city had a total population of 64,097, making it Ohio's tenth largest city, the third largest in Greater Cleveland, and the largest in Lorain County by population. The city is notable for its deindustrialized economy, formerly being home to the American Ship Building Company Lorain Yard, Ford Motor Company Lorain Assembly Plant, and United States Steel Corporation's...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,535 to $115,858
Lorain, Ohio area prices
were up 1.3% from a year ago

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