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)
We are looking for a friendly, dependable front desk receptionist for our office. This is a full time position, and we would need someone with open availability. Candidate would be required to travel between our other semi-local offices. This is a very fast paced environment and multi tasking is a must. Job responsibilities include: checking in and greeting patients, collecting copayments and coinsurances, entering insurance and demographic information, scanning testing and documents, preparing charts, confirming appointments, and calling to obtain prior authorizations with insurance companies. Must have open availability, and great attendance.
Job Type: Full-time
Pay: From $15.00 per hour
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Work Location: In person
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0 Wealth Management Specialist jobs found in Portsmouth, OH area