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)
S&H Youth And Adult Services in Salisbury, NC is looking for one quality management specialist to join our Rowan strong team. We are located on 714 South Main Street .. Our ideal candidate is attentive, punctual, and hard-working.
Purpose: The Quality Management Specialist (QMS) is responsible for the quality of daily operations and implementation of programs at the assigned site(s). QMS works in a cooperative effort with program leads to ensure that program plans are implemented and documented properly and updated timely. QMS attends meetings, properly complete required paperwork, review documentation and report concerns, etc. QMS identify methods whereby services can be provided utilizing existing community resources wherever possible ensuring the person-centered approach and positive consumer interaction. Provide leadership, direction and supervision to assigned personnel. Monitor performance and implementation of staff’s assigned responsibilities by being present when day-to-day activities, routines and rhythms are taking place, on all shifts and by unannounced quality checks.
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We are looking forward to reading your application.
Available shifts and compensation: We have available shifts all days of the week. Compensation is $21.00 - $23.00/hour.
About S&H Youth and Adult Services: S&H Youth and Adult Services is looking for an individual to join our team. Our ideal candidate is self-driven, motivated and trustworthy. Learn more about us at SHYAS.com.
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