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)
All applicants must be at least eighteen years old at the time of hire.
First, here is a little bit of information about us. B&B theatres has been a family owned operation since 1924. We operate movie theatres in Arizona, Arkansas, Kansas, Missouri, Mississippi, Oklahoma, Nebraska, Florida, and Texas.
Everyone shares a wide variety of jobs at B&B Theatres. If you are successful in your application for a job with us, you will be assigned a specific job every time you work a shift. However, you will likely find yourself doing a wide variety of task each time you work. You might sell tickets, but have to help a customer at the snack bar or help clean an auditorium between shows.
We cross train most of our employees so that you can do a wide variety of jobs. It is never boring working at a movie theatre!
For our part time jobs, we are happy to employ students, retirees, and those with full time jobs. We will do everything we can, within reason, to accommodate a wide variety of schedules. It is important during your interview that you let the manager know about any conflicts that may affect your availability.
Employees receive great benefits, including discounted movies, popcorn, soda, and candy!
Responsibilities include but are not limited to:
All Applicants must be at least 18 years old at the time of hire.
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