Wealth Management Specialist jobs in Racine, WI

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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Payroll Specialist (Leave management)
  • IndoMinds Solutions
  • North Chicago, IL CONTRACTOR
  • Job Profile Summary:

    Provides advanced level human resources expertise for leave of absence and disability administration. The LOA specialist is responsible for ensuring proper administration and communication of our Leave of Absence and Disability programs, in conjunction with our vendor. The LOA Specialist is the primary point of contact for our leaders, team members and HR Team for escalated inquires and requests for policy interpretation, vendor relations, payroll coding, PTO donations and Return to Work. The LOA specialist records and tracks all activity via the case management tool from initiation to resolution. Major Responsibilities: • Day to day facilitation of Advocate Aurora’s leave of absence programs in coordination with the vendor. Addresses inquiries on policies and programs from team members, managers, HR business partners and team member relations via email, phone, instant messenger and the case management tool. • Liaison with the leave of absence and disability administrator to ensure proper administration of leaves of absence and time off programs consistent with applicable federal, state and local laws, as well as with company policy. • Manages and provides direction on denied and noncompliant leaves of absence. Coordinate with leader and/or team member on next steps. • Completes and ensures the accuracy of disability payroll processing, disability payroll and leave timecard coding, and HR system status and date changes for team members on Leave of Absence. • Researches and reconciles data discrepancies between vendor and AAH systems and completes payroll adjustments for over/under payments as needed. • • Performs audits on reports to ensure data quality and integrity between all related systems for disability payroll/leave data. Coordinate with the RN Case Manager, Team Members who are out on extended leave of absence by ensuring medical documentation is up to date and team member case is kept current. • Responds to escalated inquiries into the Human Resources Service Center via telephone, website or email utilizing all available tools and resources. • • Identifies and implements process and procedure improvement opportunities. Licensure, Registration, and/or Certification Required: • None Required. Job Description 01:30 PM 03/06/2024 Page 2 of 5 Education Required: • Bachelor's Degree (or equivalent knowledge) in Human Resources. Experience Required: • Typically requires 3 years of experience in human resources; preferably in shared services. Knowledge, Skills & Abilities Required: Ability to communicate effectively over the phone and in writing with all levels within the organization demonstrating a high level of integrity, ethics and customer service. • • Active listening skills with the ability to ask probing questions to aid in problem solving and issue escalation. Ability to work effectively in high-pressure situations that require sound decision making and may involve confidential or sensitive matters. • • Analytical skills, Critical thinking, and creative problem solving ability • Ability to multi-task effectively in a high-volume environment. • High sense of urgency for meeting commitments and completing assignments according to service level. • Demonstrated knowledge and understanding of Human Resources, Benefits and Payroll. • Ability to consistently deliver high quality customer service in a professional manner. Strong computer skills, including Microsoft Office, human capital management systems, case management and knowledge management tools. • • Detailed oriented with ability to function well in stressful situation. Physical Requirements and Working Conditions: • This position requires travel so will be exposed to road, weather and travel hazards. • Operates all equipment necessary to perform the job. • Exposed to normal office environment

    Job Type: Contract

    Pay: $25.00 - $27.00 per hour

    Expected hours: 40 per week

    Benefits:

    • Paid time off

    Shift:

    • 8 hour shift
    • Morning shift

    Weekly day range:

    • Monday to Friday

    Experience:

    • Coordinate with the RN Case Manager: 2 years (Required)
    • Hospital: 2 years (Required)
    • Kronos: 2 years (Required)

    Work Location: In person

  • 19 Days Ago

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Information Management Specialist
  • Dansk Flygtningehjælp
  • Great Lakes, IL FULL_TIME
  • The Danish Refugee Council (DRC) has been providing relief and development services in the Horn of Africa since 1997. Using a human rights framework, the DRC East Africa and Great Lakes (EAGL) operati...
  • 10 Days Ago

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Order Management Specialist
  • Foxconn Industrial Internet
  • Mount Pleasant, WI FULL_TIME
  • Foxconn Wisconsin is seeking an Order Management Specialist to manage all inbound and outbound shipments, and be responsible for processing all sales orders. Once a part of the team, you will be respo...
  • 1 Month Ago

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Specialist - Records Management
  • Waukegan Community Unit District 60
  • Waukegan, IL FULL_TIME
  • JobID: 6121 Position Type: Secretarial/Clerical/Secretary - 12-Months Date Posted: 3/31/2022 Location: Lincoln Center Closing Date: 04/07/2022 Who We Are: Waukegan Community Unit School District No. 6...
  • 1 Month Ago

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Order Management Specialist
  • Kinter
  • Waukegan, IL FULL_TIME
  • The Company:Kinter is a family business obsessed with making retail display hardware easier for our customers. We’ve been manufacturing and distributing retail display hardware for over 40 years. Our ...
  • 1 Month Ago

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Leasing Specialist
  • Legacy Varin Property Management, LLC
  • Kenosha, WI FULL_TIME
  • You never get a second chance to make a FIRST IMPRESSION! At LV Property Management, LLC, our Leasing Consultants give the first impression of our communities to all prospective and current residents....
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Racine, WI area

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Design Lead
  • Tier4 Group
  • Milwaukee, WI
  • Job Title: Design Lead Hybrid remote in NYC, MKE, or Chicago locations Company: Fortune 100 Client Contract Length: May ...
  • 4/24/2024 12:00:00 AM

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Communications Specialist - Private Wealth Management
  • Robert W Baird & Co
  • Milwaukee, WI
  • Robust communication is a vital component of Baird's business strategy and strengthens its commitment to being both an i...
  • 4/24/2024 12:00:00 AM

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Commercial Drywall Finishing and/or Framing Foreman in the Dakotas.
  • Sands Wall Systems
  • Milwaukee, WI
  • Job Description Job Description Looking for Leaders!!! Are you ready to take your skills, talents, and experience to the...
  • 4/23/2024 12:00:00 AM

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Relationship Banker
  • Wintrust Financial
  • Lake Forest, IL
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 4/22/2024 12:00:00 AM

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Baird Online Support Specialist
  • Baird
  • Milwaukee, WI
  • Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
  • 4/22/2024 12:00:00 AM

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Banking Center Manager
  • Old National Bank
  • Buffalo Grove, IL
  • Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
  • 4/21/2024 12:00:00 AM

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Floating Relationship Banker
  • Wintrust Financial
  • Wales, WI
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 4/20/2024 12:00:00 AM

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Experienced General Dentist Part-time - Muskego, WI
  • ForwardDental
  • Muskego, WI
  • Part-time Experienced General Dentist ForwardDental - Muskego is looking for a part-time Experienced General Dentist to ...
  • 4/16/2024 12:00:00 AM

Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey. Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,610 to $115,978
Racine, Wisconsin area prices
were up 1.8% from a year ago

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