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)
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:
What You Have:
What You're Good At:
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).
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