Wealth Management Specialist jobs in Monroe, LA

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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Administrative Assistant
  • RD WEALTH MANAGEMENT
  • West Monroe, LA FULL_TIME
  • Overview:
    We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in supporting our office operations and ensuring efficient workflow. If you have excellent organizational skills, strong computer literacy, and the ability to multitask in a fast-paced environment, we encourage you to apply.

    Responsibilities:
    - Perform general clerical duties, including data entry, filing, and organizing documents
    - Assist with order entry and processing
    - Manage calendars, schedule appointments, and coordinate meetings
    - Answer phone calls and respond to emails in a professional manner
    - Prepare and distribute correspondence, memos, and reports
    - Maintain office supplies inventory and place orders as needed
    - Assist with transcribing meeting minutes and other documents
    - Support the team with various administrative tasks as assigned

    Skills:
    - Proficient in using Google Suite (Docs, Sheets, Slides) and other office software
    - Strong computer literacy with the ability to quickly learn new systems
    - Excellent organizational skills with a keen attention to detail
    - Previous experience is a plus
    - Ability to prioritize tasks and manage time effectively
    - Strong written and verbal communication skills
    - Ability to maintain confidentiality and handle sensitive information with professionalism

    Join our team as an Administrative Assistant and contribute to our success by providing essential administrative support. We offer competitive compensation and opportunities for career growth. Apply today to be considered for this exciting opportunity.

    Job Type: Full-time

    Pay: $15.00 - $16.00 per hour

    Expected hours: 30 – 35 per week

    Schedule:

    • 8 hour shift
    • Monday to Friday
    • No nights
    • No weekends

    Experience:

    • Office: 5 years (Preferred)

    Ability to Commute:

    • West Monroe, LA 71291 (Required)

    Work Location: In person

  • 1 Month Ago

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Wealth Management Client Associate
  • Bank of America
  • Monroe, LA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 13 Days Ago

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IT Specialist
  • InterMountain Management
  • Monroe, LA FULL_TIME
  • Overview Department: IT Reports to: IT Manager Direct Reports: None SUMMARY: Responsible for ordering, setting-up, and maintaining company computers, e-mail, network, servers, and provides technical a...
  • 22 Days Ago

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Client Services Associate
  • Summit Financial Wealth Advisors
  • Ruston, LA PART_TIME
  • Company Description:Summit Financial is a boutique financial advisory firm dedicated to providing personalized wealth management solutions to individuals, families, and businesses. With a commitment t...
  • 1 Month Ago

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Customer Experience Specialist
  • Muey Property Management
  • Monroe, LA FULL_TIME
  • Customer Experience SpecialistMuey Property Management, LLC. Muey Property Management is a fast-growing property management business in Monroe, LA. We are hard-working, fun, and dedicated to our resid...
  • 1 Month Ago

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Restaurant Management
  • KFC
  • Crossett, AR FULL_TIME
  • We are looking for Assistant Managers and a General Manager At KFC, we feed the world. But we do more than fill people up. We fulfill their life. Our meals matter, and when we serve them with southern...
  • 18 Days Ago

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0 Wealth Management Specialist jobs found in Monroe, LA area

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Machinist
  • Pulpmill Services Incorporated
  • Monroe, LA
  • Company Description About us Pulpmill Services, Inc. Manufacturer of large industrial equipment with one of the most cap...
  • 4/26/2024 12:00:00 AM

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Financial Planning Assistant
  • Oglesby Financial Group
  • Monroe, LA
  • Job description Given our unique business model our business is growing and so is our team! About the company: The Ogles...
  • 4/26/2024 12:00:00 AM

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Financial Planning Assistant
  • Oglesby Financial Group
  • Monroe, LA
  • Job description Given our unique business model our business is growing and so is our team! About the company: The Ogles...
  • 4/26/2024 12:00:00 AM

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Plant Manager - Aluminum Extrusion
  • Your Talent Source, LLC
  • Monroe, LA
  • PLANT MANAGER – Aluminum Extrusion Our client, an aluminum extruder located in the greater Monroe, LA area is looking fo...
  • 4/26/2024 12:00:00 AM

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Construction Project Manager
  • DSW
  • Monroe, LA
  • DSW Homes, LLC is seeking an experienced, reliable and results-oriented Construction Project Manager to augment our grow...
  • 4/26/2024 12:00:00 AM

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Human Resources Generalist
  • The Acuity Group
  • Monroe, LA
  • HR GENERALIST – Monroe, Louisiana Our global client is seeking an HR Generalist to provide generalist support to a manuf...
  • 4/26/2024 12:00:00 AM

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Asset Manager
  • Argent Financial Group
  • Ruston, LA
  • Gain a general understanding of oil and gas management; and perform the administrative duties associated with management...
  • 4/24/2024 12:00:00 AM

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Commercial Lender
  • First Guaranty Bank
  • Dubach, LA
  • Great employees are essential to maintaining the confidence our customers place in us. FGB believes that our employees a...
  • 4/22/2024 12:00:00 AM

Monroe (historically French: Poste-du-Ouachita) is the eighth-largest city in the U.S. state of Louisiana. It is the parish seat of Ouachita Parish. In the official 2010 census, Monroe had a population of 48,815. The municipal population declined by 8.1 percent over the past decade; it was 53,107 in the 2000 census. After a recheck in 2012, the Census Bureau changed the 2010 population from 48,815 to 49,147. Mayor Jamie Mayo, however, maintains that the Monroe population is more than 50,000 and indicated that he will pursue a continued challenge to the count. Monroe is the principal city of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$67,168 to $107,285
Monroe, Louisiana area prices
were up 1.2% from a year ago

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· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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