Wealth Management Specialist jobs in Mcallen, 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)

Recently Added Wealth Management Specialist jobs

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Property Management Specialist
  • U.S. Department of Justice
  • Allen, TX FULL_TIME
  • Summary

    Southern District of Texas, McAllen, Texas.

    The selectee of this position serves as a Property Management Specialist. You will be responsible for administering the District's property program including vehicle fleet and records management.

    This job is open to
    Career transition (CTAP, ICTAP, RPL)

    Federal employees who meet the definition of a "surplus" or "displaced" employee.

    Family of overseas employees

    Family members of a federal employee or uniformed service member who is or was, working overseas.

    Federal employees - Competitive service

    Current or former competitive service federal employees.

    Federal employees - Excepted service

    Current excepted service federal employees.

    Individuals with disabilities

    Land & base management

    Certain current or former term or temporary federal employees of a land or base management agency.

    Military spouses

    Peace Corps & AmeriCorps Vista

    Special authorities

    Individuals eligible under a special authority not listed above, but defined in the federal hiring regulations.

    Veterans

    Clarification from the agency

    You may apply if you are a current or former career/career conditional Federal employee with competitive status, VEOA eligible, or are eligible for a non-competitive hiring authority (i.e. 30% or more Compensable Veterans, reinstatement eligibles, interchange agreements, etc.).

    Duties

    As a Property Management Specialist at the GS-1101-9 level, some of your typical work assignments may include:

    Maintaining the District accountable property records.
    Overseeing the District property inventory; ensuring that the property inventory is conducted in accordance with USMS policies and procedures.
    Managing the District motor vehicle program.

    Diversity, Equity, Inclusion, and Accessibility in the Federal Workforce
    As the federal agency whose mission is to ensure the fair and impartial administration of justice for all Americans, the Department of Justice is committed to fostering a diverse and inclusive work environment. To build and retain a workforce that reflects the diverse experiences and perspectives of the American people, we welcome applicants from the many communities, identities, races, ethnicities, backgrounds, abilities, religions, and cultures of the United States who share our commitment to public service.

    Requirements
    Conditions of Employment

    Must complete an initial online questionnaire and additional assessment(s).

    This is a bargaining unit position.

    Must pass a pre-employment security investigation and drug screening.

    May be required to successfully complete a trial/probationary period.

    A valid driver's license is required.

    Males born after 12-31-59 must be registered or exempt from Selective Service. Verify Registration here.

    Must be a U.S. Citizen or National.

    You must meet all qualification requirements by the closing date of this announcement.

    Status candidates must meet time-in-grade requirements (52 weeks at the next lower grade level).

    Must be able to obtain and maintain a Public Trust security clearance.

    Must complete an initial online questionnaire and additional assessment(s).

    Qualifications
    GS-09 TIME IN GRADE REQUIREMENTS: Merit promotion applicants must meet applicable time-in-grade requirements to be considered eligible. One year at the GS-07 grade level is required to meet the time-in-grade requirements for the GS-09 grade level. (Must submit your SF-50 that shows Time-in-Grade eligibility and reflects your title, series, and grade. No award SF-50 will be accepted).

    You may qualify at the GS-1101-09 level, if you fulfill one of the following qualifications:

    Specialized Experience: One year of specialized experience, which includes 1) Assisting in maintaining accountable property records; 2) Conducting property inventory and preparing property reports; AND 3) Disposing of excess property in accordance with applicable policies and procedures. This definition of specialized experience is typical of work performed at the second lower grade/level position in the federal service (GS-07).

    OR

    Education: Master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree in a field which demonstrates the knowledge, skills, and abilities necessary to do the work of the position, such as: Business Administration.

    OR

    Combination of Education and Experience: A combination of education and experience may be used to qualify for this position as long as the computed percentage of the requirements is at least 100%. To compute the percentage of the requirements, divide your total months of experience by 12. Then divide the total number of completed graduate semester hours (or equivalent) beyond the first year (total graduate semester hours minus 18) by 18. Add the two percentages.

    IN DESCRIBING YOUR EXPERIENCE, PLEASE BE CLEAR AND SPECIFIC. WE CANNOT MAKE ASSUMPTIONS REGARDING YOUR EXPERIENCE.

    Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.
    Education

    ARE YOU USING EDUCATION TO QUALIFY?
    Education must be from an accredited school or institution. Please refer to the following website to locate your school and/ or institution https://ope.ed.gov/accreditation/Search.aspx
    You MUST provide transcripts or other documentation to support your educational claims. Unless otherwise stated: (1) unofficial transcripts are acceptable, or (2) you may submit a list with all of your courses, grades, semester, year, and credit for the course. All materials must be submitted by the closing date of the announcement.

    GRADUATE EDUCATION: One academic year of graduate education is considered to be the number of credits hours that your graduate school has determined to represent one academic year of full-time study. Such study may have been performed on a full-time basis. If you cannot obtain your graduate school's definition of one year of graduate study, 18 semester hours (or 27 quarter hours) should be considered as satisfying the requirements for one year of full-time graduate study.

    FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: http://www.ed.gov/about/offices/list/ous/international/usnei/us/edlite-visitus-forrecog.html

    Additional information

    Reasonable Accommodation Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended and Americans with Disabilities Act 1990 as amended, that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a reasonable accommodation in your online application. Requests for Reasonable Accommodations for the USA Hire Competency Based Assessments and appropriate supporting documentation for Reasonable Accommodation must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for Reasonable Accommodations are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a Reasonable Accommodation, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments here: https://help.usastaffing.gov/Apply/index.php?title=Reasonable_Accommodations_for_USA_Hire

    Veterans Employment Opportunity Act (VEOA): To be eligible for a VEOA appointment under Merit Promotion procedures, you must be a preference eligible or a Veteran separated after 3 years or more of continuous active service performed under honorable conditions.

    Career Transition Assistance Programs: These programs apply to employees who have been involuntarily separated from a Federal service position within the competitive service or Federal service employees whose positions have been deemed surplus or no longer needed. To receive selection priority for this position, you must: (1) meet CTAP or ICTAP eligibility criteria; (2) be rated well-qualified for the position with a score of 85 or above; and, (3) submit the appropriate documentation to support your CTAP or ICTAP eligibility. For more information visit:
    http://www.opm.gov/rif/employee_guides/career_transition.asp

    Additional selections may be made from this announcement.

    Applications will not be accepted if submitted using Government franked envelopes.

    Recruitment incentive may be authorized.

    Relocation incentive may be authorized.

    Benefits
    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application questionnaire, and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

    Attention to Detail
    Customer Service
    Flexibility
    Integrity/Honesty
    Interpersonal Skills
    Manages and Organizes Information
    Motor Vehicle Management
    Property Management
    Reading Comprehension
    Reasoning
    Self-Management
    Stress Tolerance
    Teamwork

    Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Cheating on an assessment may also result in your removal from consideration.

    If referred, all relevant documents including performance appraisals and incentive awards submitted with your application will be available to the selecting official for review and consideration.

    To preview the application questionnaire, click the following link: https://apply.usastaffing.gov/ViewQuestionnaire/12298939

    Required Documents

    To apply for this position, you must submit a complete Application Package which includes:

    1. Your resume showing work schedule, hours worked per week, dates of employment and duties performed.
    2. Other supporting documents (Applicants should ensure that their personally identifiable information (PII) is protected.):

    Cover Letter, optional
    College Transcript(s), if qualifying based on education
    Most recent SF-50, "Notification of Personnel Action" showing you are/were in the competitive service and the highest grade or promotion potential held (if applying as a status candidate with current or former Federal Service)
    Copy of most recent performance appraisal with supervisor's signature showing the official final rating of record. In cases where the performance appraisal is incomplete or unavailable, applicants may provide an explanation of the reasons (if applying as a status candidate with current or former Federal Service).
    Copy of SF-50 reflecting award received (if applying as a status candidate with current or former Federal Service).
    Veterans' Preference documentation, if claiming veterans preference
    Noncompetitive appointment authority documentation, if applicable
    Career Transition Assistance Program(CTAP)/Interagency Career Transition Assistance Program(ICTAP) documentation, if applicable (e.g., Certification of Expected Separation, Reduction-In-Force Separation Notice, or Notice of Proposed Removal; SF-50 that documents the RIF separation action; and most recent performance appraisal.)
    Claiming Veterans' Preference
    If you are a veteran and you are claiming veterans' preference, you must submit a DD214, Certificate of Release from Active Duty, which shows dates of service and discharge under honorable conditions. For competitive service positions, active duty service members expecting to be discharged or released from active duty service in the armed forces under honorable conditions within 120 days: you may be granted tentative preference by submitting a "certification" document in lieu of a Certificate of Release or Discharge from Active Duty, DD-214. This "certification" is any written document from the armed forces that certifies the service member is expected to be discharged or released from active duty service under honorable conditions not later than 120 days after the date of the submission of the certification. Veteran's preference must be verified prior to appointment. Without this documentation, you will not receive veteran's preference and your application will be evaluated based on the material(s) submitted.
    If you are claiming 10-point veterans' preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans' Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. For more information on veterans' preference and special hiring authorities click here.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

    How to Apply

    Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required questionnaires, assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows:

    Click the Apply Online button.
    Answer the questions presented in the application and attach all necessary supporting documentation.
    Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date.
    If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice.
    Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials.
    Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended.
    Set aside at least 3 hours to take the USA Hire assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link.
    Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused.
    For more general information, system requirements, reasonable accommodation information, and to request assistance regarding the USA Hire Assessments, review the following resources: https://help.usastaffing.gov/Apply/index.php?title=USA_Hire_Assessments.

    To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed.

    To view the announcement status or your application status: Click on this: https://www.usajobs.gov//how-to/application/status/. Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.

    Agency contact information
    HQ STAFFING
    Phone

    703-740-8105

    Email

    USMS.HQSTAFFING@USDOJ.GOV

    Address

    US Marshals Service
    515 Rusk Avenue
    Houston, TX 77002
    US

    Next steps

    Once your online application is submitted you will receive a confirmation notification by email. Your application will be evaluated by the Human Resources Office to determine your eligibility for the position. After the evaluation is complete, you will receive another notification regarding the status of your application. We expect to make a job offer within 120 days after the closing date of this announcement.
  • 3 Days Ago
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Leasing Management Specialist - GSA
  • MIRACORP INC
  • Laredo, TX OTHER
  • Job Details Job Location: Laredo, TX (2107) - Laredo, TX Position Type: Full Time Salary Range: Undisclosed Job Category: Real Estate DescriptionMIRACORP Inc. is a federal government contract service ...
  • 1 Month Ago
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Membership Specialist
  • MHC Property Management L.P.
  • Donna, TX FULL_TIME
  • With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!ELS is hiring for the position of Membership Specialist in D...
  • 13 Days Ago
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Leasing Specialist
  • Peak Management Company
  • Mission, TX FULL_TIME
  • Position Description:Position Summary: The Home Sales & Leasing Professional is the propertys sales representative whose primary duties are to greet prospects, present professionally the features and ...
  • 30 Days Ago
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Intake Eligibility Specialist
  • Legado Management LLC
  • Edinburg, TX FULL_TIME
  • Job description ARE YOU LOOKING TO CONTINUE YOUR CAREER IN THE MEDICAL FIELD? We are seeking motivated individuals to coordinate patient/client intake process for our in-home provider care program (al...
  • 11 Days Ago
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Community Outreach Specialist
  • Legado Management LLC
  • Rio Grande, TX FULL_TIME
  • Here at Legacy Home Health Agency, we are dedicated to providing the highest quality of patient and client care with compassion and respect. It is our mission to provide opportunities for the personal...
  • 27 Days Ago
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0 Wealth Management Specialist jobs found in Mcallen, TX area

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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Northern California
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Systems Administrator (Australia) - TS/SCI with Polygraph
  • General Dynamics Information Technology
  • General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
  • 4/19/2024 12:00:00 AM
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Senior Systems Administrator (Australia) - TS/SCI with Polygraph
  • General Dynamics Information Technology
  • General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
  • 4/19/2024 12:00:00 AM
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Senior Systems Engineer (Australia), TS/SCI with Polygraph
  • General Dynamics Information Technology
  • Manages systems professionals directly or through subordinate managers and offers leadership, coaching, and training. Ac...
  • 4/19/2024 12:00:00 AM
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Senior Systems Engineer (Australia), TS/SCI with Poly
  • General Dynamics Information Technology
  • Manages systems professionals directly or through subordinate managers and offers leadership, coaching, and training. Ac...
  • 4/19/2024 12:00:00 AM
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Service Technician BMS
  • Johnson Controls International
  • Cinisello Balsamo, Lombardia
  • Obiettivo generale Le nostre tecnologie intelligenti BMS sono progettate per ascoltare ciò che un edificio sta dicendo s...
  • 4/19/2024 12:00:00 AM
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About Mcallen, Texas

McAllen is the largest city in Hidalgo County, Texas, United States, and the 22nd-most populous city in Texas. It is located at the southern tip of the state in the Rio Grande Valley. The city limits extend south to the Rio Grande, across from the Mexican city of Reynosa, and McAllen is about 70 mi (110 km) west of the Gulf of Mexico. As of 2017, McAllen’s population was estimated to be 142,696. It is the fifth-most populous metropolitan area in the state of Texas, and the binational Reynosa–McAllen metropolitan area counts a population of nearly 1.52 million. From its settlement in 1904, the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$64,111 to $102,403
Mcallen, Texas area prices
were up 1.2% from a year ago
View detail

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).
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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