Wealth Management Specialist jobs in Rock Island, IL

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)

H
eCommerce Project Management Specialist
  • HNI Corporation
  • Muscatine, IA FULL_TIME
  • Description
    Position at HNI Corporation

    HNI Corporationis a global family of brands for the workplace and home dedicated to enhancing the spaces where we live, work, and gather. Wepride ourselves on fostering an environment where we make a positive impact on others; upholding our beliefs in integrity, inclusion and belonging.

    Your Impact Starts the Day You Do!

    What We Need:

    We are looking for a driven individua with a desire to further develop their project management skills within our eCommerce Project Management Office (PMO). As an eCommerce Project Management Specialist, you will play a vital role in supporting and enhancing our eCommerce initiatives by providing oversight, guidance, and execution of PMO functions.

    What You Will Do:

    • Assist in providing oversight, guidance, and execution of project management office (PMO) functions, ensuring adherence to best practices and standards.
    • Offer consultative support to our eCommerce team and business partners by identifying optimization opportunities and proposing innovative solutions.
    • Contribute to the development of artifacts, templates, guidance, and training materials to standardize and streamline processes.
    • Collaborate with stakeholders to gather requirements and define project objectives and deliverables.
    • Actively participate in the development and implementation of analytic tools to drive data-driven eCommerce decisions.
    • Support the continuous improvement of processes by regularly assessing performance and identifying areas for enhancement.
    • Work closely with cross-functional teams to align eCommerce initiatives with organizational objectives.
    • Provide training and guidance to team members on project management methodologies and tools.

    What You Have:

    • Bachelor's degree in marketing, Business Administration, Information Technology, or a related field.
    • 3-5 years of experience in eCommerce, project management, or a related field.
    • Strong interest in expanding skills and knowledge in eCommerce and project management.
    • Familiarity with eCommerce platforms, technologies, and best practices preferred.
    • Experience with Agile methodologies or other project management frameworks.
    • Previous experience in a consultative or advisory role.
    • Knowledge of data analytics and visualization tools.
    • Experience with digital marketing channels such as email marketing, social media, and SEO.

    What You're Good At:

    • Excellent analytical skills with the ability to interpret data and derive actionable insights.
    • Effective communication and interpersonal skills, with the ability to collaborate effectively across teams.
    • Ability to thrive in a fast-paced environment and manage multiple priorities simultaneously.
    • Demonstrated problem-solving abilities and attention to detail.

    HNI Corporation(NYSE: HNI) is a manufacturer of workplace furnishings and building products, operating under two segments. Theworkplace furnishings segmentis a leading global designer and provider of commercial furnishings, going to market under multiple unique brands. Theresidential building products segmentis the nation's leading manufacturer and marketer of hearth products.

    As one of the larger employers in Iowa, HNI Corporation was recognized in 2018, 2019, and 2020 for the diversity of our Board of Directors and was named in 2020, 2021, and #6 in 2022 as one of America's Most Responsible Companies by Newsweek.

    How we act today protects how we live tomorrow. Check out our CSR Report here:

    Diversity, equity, and inclusion (DEI), are not just core beliefs at HNI - they are operational imperatives. We value each other's differences in experiences and ideas to solve problems and better serve our customers.Take a look at our DEI goals here:

    We offer Benefits on Day 1, including a new voluntary benefit, Daily Pay! To learn about all the benefits HNI has to offer visit .

    We also invite you to visit us atto learn more!

    Our company endeavors to make www.hnicareers.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at 563-272-7400 or via email at . The Company is an equal opportunity employer and does not discriminate on the basis of and all qualified applicants will receive consideration for employment without regard to race, creed, color, sex, affectional or sexual orientation, gender identity or expression, gender, ethnicity, religion, national origin, ancestry, nationality, age, disability, marital status, veteran status, genetic information, or on any other basis prohibited by law (except where an attribute is a bona fide occupational qualification).


    EEO/Male/Female/Veteran/Disabled

    Our company endeavors to make www.hnicareers.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at 563-272-7400 or via email at hnicareers@hnicorp.com . The Company is an equal opportunity employer and does not discriminate on the basis of and all qualified applicants will receive consideration for employment without regard to race, creed, color, sex, affectional or sexual orientation, gender identity or expression, gender, ethnicity, religion, national origin, ancestry, nationality, age, disability, marital status, veteran status, genetic information, or on any other basis prohibited by law (except where an attribute is a bona fide occupational qualification).

     

  • Just Posted

U
Logistics Management Specialist
  • U.S. Army Joint Munitions Command
  • Rock Island, IL FULL_TIME
  • Please limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be reviewed to determine your eligibility/qualifications. About the Position: This position provide...
  • 10 Days Ago

G
Senior Logistic Management Specialist
  • Govcio LLC
  • Rock Island, IL FULL_TIME
  • Overview GovCIO is currently hiring for Senior Logistics Management Specialist (Maintenance) to provide support at Rock Island, IL. Responsibilities Conduct CMDP and OIP inspections of Installation Ma...
  • 1 Month Ago

C
Wealth Advisor
  • Central Bancshares, Inc.
  • Muscatine, IA FULL_TIME
  • GENERAL DESCRIPTION: Responsible for the sales and distribution of personal investment products, such as mutual funds, insurance, and annuity products to satisfy customer needs and generate fee income...
  • Just Posted

A
PERSONAL FINANCIAL READINESS SPECIALIST
  • Army Installation Management Command
  • Rock Island, IL FULL_TIME
  • Please limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be reviewed to determine your eligibility/qualifications. This is a Direct Hire Authority (DHA) sol...
  • 10 Days Ago

G
Senior Logistics Management Specialist (Supply)
  • Govcio LLC
  • Rock Island, IL FULL_TIME
  • Overview GovCIO is currently hiring for a Senior Logistics Management Specialist (Supply) to provide support at Rock Island, IL. Responsibilities Conduct CSDP and OIP inspections of Installation Manag...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Rock Island, IL area

M
Independent Insurance Claims Adjuster in Galesburg, Illinois
  • MileHigh Adjusters Houston Inc
  • Galesburg, IL
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

P
Senior Commercial Lender (44941)
  • Palmer Group
  • Moline, IL
  • Job Description Job Description A growing credit union is searching for an experienced Senior Commercial Lender. The ide...
  • 4/24/2024 12:00:00 AM

B
Loan Officer
  • Blackhawk Bank & Trust
  • Moline, IL
  • Blackhawk Bank & Trust, a locally owned financial institution with 18 Quad City area locations is accepting applications...
  • 4/23/2024 12:00:00 AM

2
Financial Advisor
  • 210 Financial
  • Davenport, IA
  • Job Description: We are looking for a passionate and results-driven Financial Advisor to join our team at 210 Financial....
  • 4/22/2024 12:00:00 AM

M
Independent Insurance Claims Adjuster in Moline, Illinois
  • MileHigh Adjusters Houston Inc
  • Moline, IL
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

F
Investment Operations Specialist
  • Five Cities Financial
  • Davenport, IA
  • COMPANY OVERVIEW At Five Cities Financial, our mission is to positively impact lives by fostering lifelong relationships...
  • 4/22/2024 12:00:00 AM

F
Investment Operations Specialist
  • Five Cities Financial
  • Davenport, IA
  • COMPANY OVERVIEW At Five Cities Financial, our mission is to positively impact lives by fostering lifelong relationships...
  • 4/20/2024 12:00:00 AM

B
Loan Officer
  • Blackhawk Bank & Trust
  • Moline, IL
  • Blackhawk Bank & Trust , a locally owned financial institution with 18 Quad City area locations is accepting application...
  • 4/20/2024 12:00:00 AM

Rock Island is a city in and the county seat of Rock Island County, Illinois, United States. The original Rock Island, from which the city name is derived, is the largest island on the Mississippi River. It is now called Arsenal Island. The population was 39,018 at the 2010 census. Located on the Mississippi River, it is one of the Quad Cities, along with neighboring Moline, East Moline, and the Iowa cities of Davenport and Bettendorf. The Quad Cities has a population of about 380,000. The city is home to Rock Island Arsenal, the largest government-owned weapons manufacturing arsenal in the U...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$69,852 to $111,572
Rock Island, Illinois area prices
were up 1.3% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020