Wealth Management Specialist jobs in Petersburg, VA

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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Senior Project Management Specialist
  • Pyramid Consulting, Inc.
  • Colonial Heights, VA FULL_TIME
  • Job Details

    Immediate need for a talented Senior Project Management Specialist. This is a 06 Months Contract opportunity with long-term potential and is located in Colonial Height ,VA(Onsite). Please review the job description below and contact me ASAP if you are interested.
    Job ID:24-14436

    Pay Range: $40/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

    NOTE:
    Looking for a Planner that has solid experience working with SAP within an Industrial Manufacturing environment.
    Key Responsibilities:

    • Responsible for the planning of maintenance repair and reliability work using SAP Notifications and Work Order Processes.
    • Oversees all aspects of maintenance planning including material selection, procurement, and purchases.
    • Sets deadlines, assigns responsibilities, and monitors and summarizes progress of work orders.
    • Prepares reports for upper management regarding status of work orders via schedule attainment and craftsperson backlog.
    • May require a bachelor's degree and at least 4-6 years of experience in the field or in a related area.
    • Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals.
    • Performs a variety of tasks.
    • Leads and directs the work of others.
    • A wide degree of creativity and latitude is expected.
    • Typically reports to a manager or head of a unit/department.

    Key Requirements and Technology Experience:

    • Required Keywords: (PROJECT OR MANUFACTURING OR PRODUCTION) AND (PLANNER OR PLANNING) AND (SAP) AND (INDRUSTRY OR INDUSTRIAL).
    • Top 3-5 Must Have skills:
    • SAP.
    • Office 365 proficiency.
    • Familiarity with industrial manufacturing equipment.
    • Planning and organization skills (maintenance planning, project planning, event planning or equivalent).

    Our client is a leading IT Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

  • 8 Days Ago

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learning Specialist
  • Global Channel Management, Inc.
  • Fort Lee, VA FULL_TIME
  • Company DescriptionGlobal Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Our account managers and recruiters have over a decade of e...
  • 1 Month Ago

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Functional Property Management Specialist I
  • Strategic Alliance Consulting Inc. (SACI)
  • Blackstone, VA FULL_TIME
  • Strategic Alliance Consulting Inc. is an Equal Opportunity Employer. It has been and will continue to be a fundamental policy of Strategic ACI not to discriminate on the basis of race, color, creed, r...
  • 14 Days Ago

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Sr ISC Project Management Specialist
  • Aversan
  • Colonial Heights, VA FULL_TIME
  • Sr Project Management Specialist Aversan Inc. (www.aversan.com) is a reputable Engineering Company that provides expertise in Systems Integration and Software Testing for industries including Digital ...
  • 2 Days Ago

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Intermediate Logistics Management Specialist - AFMIS
  • Aleknagik Technology
  • Adams, VA FULL_TIME
  • Aleknagik Technology, LLC is searching for a qualified candidate to fill the role of Intermediate Logistics Management Specialist for the Army Food Management System program at Ft. Lee, VA. The Army F...
  • 5 Days Ago

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Business Analyst / Enterprise Data Management Specialist
  • Ask IT consulting
  • Chester, VA FULL_TIME
  • Company DescriptionAsk ITC Inc. which is backed by a $500 million Microtek group company, provides an industry leading blend of technology, business consulting, and outsourcing services.Ask IT is a mi...
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Petersburg, VA area

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Inside Sales Representative
  • Richmond Division (BMG-RC)
  • Midlothian, VA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/20/2024 12:00:00 AM

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Manager, Cyber Risk and Analysis
  • Hiring Now!
  • Richmond, VA
  • Center 3 (19075), United States of America, McLean, Virginia Manager, Cyber Risk and Analysis Capital One is one of the ...
  • 4/20/2024 12:00:00 AM

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Sr. Cyber Analyst, Risk
  • Hiring Now!
  • Richmond, VA
  • Center 3 (19075), United States of America, McLean, Virginia Sr. Cyber Analyst, Risk Capital One is one of the fastest g...
  • 4/20/2024 12:00:00 AM

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GCO Controls Monitoring and Testing Manager - Wholesale
  • Truist Financial Corporation
  • Richmond, VA
  • The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. Aft...
  • 4/19/2024 12:00:00 AM

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Organizational Change Management - Manager (Gov't & Public Sector Advisory)
  • Cherry Bekaert
  • Richmond, VA
  • **Description** Ranked among the largest accounting and consulting firms in the country, **Cherry Bekaert** delivers inn...
  • 4/19/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Midlothian, Virginia
  • MileHigh Adjusters Houston Inc
  • Midlothian, VA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/18/2024 12:00:00 AM

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Retail Sales Associate (Early Morning) - Commonwealth Center
  • Old Navy, Inc.
  • Midlothian, VA
  • In this role, you will engage and connect with our customers by providing excellent customer service. You will be an exp...
  • 4/18/2024 12:00:00 AM

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Entry Level Account Rep
  • USHA - Richmond (BMG-RC)
  • Midlothian, VA
  • Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
  • 4/18/2024 12:00:00 AM

Petersburg is located at 37°12′46″N 77°24′1″W / 37.21278°N 77.40028°W / 37.21278; -77.40028 (37.21295, -77.400417). According to the United States Census Bureau, the city has a total area of 23.2 square miles (60.1 km2), of which 22.9 square miles (59.3 km2) of land and 0.2 square miles (0.5 km2) (1.1%) is water. Petersburg is located on the Appomattox River at the fall line, which marks the area where the Piedmont region (continental bedrock) and the Atlantic coastal plain (unconsolidated sediments) meet. The fall line is typically prominent where a river crosses its rocky boundary, as the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,312 to $115,501
Petersburg, Virginia area prices
were up 1.2% from a year ago

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