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)
Job Summary:
We are seeking a Fitness Delivery Driver/Equipment Installer to join our team. In this role, you will be responsible for installing and delivering fitness equipment for our clients. The successful candidate will have excellent communication and problem-solving skills, a strong attention to detail, and a passion for delivering high-quality service. As a delivery/installer, tools and transportation will be provided. Outstanding mechanical skills are a must, and great people skills are needed too. You do not necessarily have to have experience with these machines to get started. Almost any mechanical job could translate into this kind of work. The more experience you have, the better, but your potential will also be considered.
If you have experience in the fitness industry and enjoy working with clients in a dynamic environment, we encourage you to apply. Bonus points if you apply in person!
Job Type: Part-Time- Full-Time
Pay: $16 - $18 per hour commission
License/Certification: Driver's License (Required)
Schedule:
Benefits:
Job Types: Full-time, Part-time
Pay: $16.00 - $18.00 per hour
Expected hours: 30 – 40 per week
Benefits:
Experience level:
Schedule:
Work setting:
Education:
Experience:
License/Certification:
Ability to Relocate:
Willingness to travel:
Work Location: In person
Clear All
0 Wealth Management Specialist jobs found in Lubbock, TX area