Wealth Management Specialist jobs in Lubbock, TX

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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Delivery Driver/ Equipment Installer
  • Fitness Specialist
  • Odessa, TX PART_TIME,FULL_TIME
  • 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:

    • 8 hour shift
    • Monday-Friday and some Saturdays

    Benefits:

    • Flexible schedule
    • Health insurance
    • Retirement plan
    • Commission & Tips

    Job Types: Full-time, Part-time

    Pay: $16.00 - $18.00 per hour

    Expected hours: 30 – 40 per week

    Benefits:

    • Flexible schedule
    • Health insurance
    • Retirement plan

    Experience level:

    • 1 year
    • 2 years
    • 3 years

    Schedule:

    • 8 hour shift
    • Monday to Friday
    • Weekends as needed

    Work setting:

    • In-person
    • Outdoor work

    Education:

    • High school or equivalent (Preferred)

    Experience:

    • customer service: 1 year (Preferred)
    • relevant: 2 years (Preferred)

    License/Certification:

    • Driver's License (Required)

    Ability to Relocate:

    • Odessa, TX 79762: Relocate before starting work (Required)

    Willingness to travel:

    • 100% (Preferred)

    Work Location: In person

  • 24 Days Ago

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Collection Specialist
  • Edgewood Management
  • Aiken, TX FULL_TIME
  • Traveling Recertification Specialist - FCRE Compliance and Leasing, LLC FCRE Compliance and Leasing is a professional, fast-paced, collaborative company and our goal is to expand nationwide by providi...
  • 26 Days Ago

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Traveling Recertification Specialist
  • Edgewood Management
  • Aiken, TX FULL_TIME
  • Traveling Recertification Specialist - FCRE Compliance and Leasing, LLC FCRE Compliance and Leasing is a professional, fast-paced, collaborative company and our goal is to expand nationwide by providi...
  • 26 Days Ago

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Talent Management Compliance Specialist
  • United Supermarkets
  • Lubbock, TX FULL_TIME
  • The Talent Management Compliance Specialist is responsible for coordinating, managing and assisting on multiple Talent Management processes, compliance reporting, as well as record retention of all te...
  • 14 Days Ago

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Configuration Management Specialist
  • AST SpaceMobile
  • Midland, TX FULL_TIME
  • AST SpaceMobile and our global partners are building the first and only space-based cellular broadband network to be accessible by standard smartphones. Called SpaceMobile, this ultra-powerful network...
  • 1 Month Ago

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Bilingual (English/Spanish) Collections Specialist
  • Edgewood Management
  • Aiken, TX FULL_TIME
  • Traveling Recertification Specialist - FCRE Compliance and Leasing, LLC FCRE Compliance and Leasing is a professional, fast-paced, collaborative company and our goal is to expand nationwide by providi...
  • 27 Days Ago

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0 Wealth Management Specialist jobs found in Lubbock, TX area

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Independent Insurance Claims Adjuster in Brownfield, Texas
  • MileHigh Adjusters Houston Inc
  • Brownfield, TX
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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counter/cashier
  • MAMARITAS BORDER CAFE INC
  • Lubbock, TX
  • Job Description Job Description Benefits/Perks Flexible Scheduling Competitive Compensation Career Advancement Opportuni...
  • 4/24/2024 12:00:00 AM

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Senior Principal Engineer Site Reliability
  • Dell
  • Lubbock, TX
  • Senior Principal Engineer Site Reliability Dell Technologies customers rely on our products and services to drive progre...
  • 4/23/2024 12:00:00 AM

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SALES REP - REMOTE
  • The Prugar Agency
  • Lubbock, TX
  • The Prugar Agency protects families with Life, Whole Life, Mortgage Protection, Annuities, Index Universal Life, and mor...
  • 4/22/2024 12:00:00 AM

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LVN Home Care High Tech Training
  • Thrive Skilled Pediatric Care LLC
  • Lubbock, TX
  • Weekly pay and up to 80 hours of PTO per year! Offering High-Tech Training! Thrive Skilled Pediatric Care, one of the le...
  • 4/22/2024 12:00:00 AM

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LVN
  • Thrive Skilled Pediatric Care LLC
  • Lubbock, TX
  • Weekly pay and up to 80 hours of PTO per year! Thrive Skilled Pediatric Care, one of the leading providers of skilled pe...
  • 4/22/2024 12:00:00 AM

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/21/2024 12:00:00 AM

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/20/2024 12:00:00 AM

Lubbock (/ˈlʌbək/ LUB-ək) is the 11th-most populous city in the U.S. state of Texas and the county seat of Lubbock County. With a population of 256,042 in 2015, the city is also the 83rd-most populous in the United States. The city is located in northwestern part of the state, a region known historically and geographically as the Llano Estacado, and ecologically is part of the southern end of the High Plains, lying at the economic center of the Lubbock metropolitan area, which has a projected 2020 population of 327,424. Lubbock's nickname, "Hub City", derives from it being the economic, educat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$66,572 to $106,333
Lubbock, Texas area prices
were up 1.2% from a year ago

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