Wealth Management Specialist jobs in Salisbury, NC

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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Quality Management Specialist
  • S&H Youth and Adult Services
  • Salisbury, NC FULL_TIME
  • 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.

    Benefits

      *Medical, Dental, & Vision *401K Retirement *Supervision for Licensure & certification *Paid Time Off

    Responsibilities

      *Conduct Medical Records Audit, submit reports by the 5th of the month *Ensures accurate and timely documentation of Policies and Procedures, Internal documentation submit reports by the 5th of the month *Review Data for HEDIS Measures, submit reports quarterly by the 15th *Review and update data from patients Health Plan *Communicate all data to leadership monthly and stakeholders semi-annually *Facilitate/tracking patient outreach for Medication adherence *Monitor quality investigations and compliance processes *Manage quality management systems, departments’ SharePoint, and departments’ reporting. *Meet and Manage Relationships with key stakeholders to discuss common understanding of QA processes, audit issues, and action plans *Review QA monthly reports that are prepared for each site and analyze and develop corrective action plans *Supervise corrective action and performance plan implementation, organize and directs the daily QA activities *Anticipate future changes/needs, creating strategic plans and operational plans for addressing future changes/needs *Training Personnel *Resolves corporate interface problems which cannot be resolved at the supervisory level. *Working with department leads to build specific audit plans aimed to achieve employee and business success. *Submit time summary biweekly on Monday by 12 noon. *Maintain all training and certifications *Other duties as assigned

    Qualifications

      *Bachelors degree *1 year case management/community based mental health experience *1 year of quality management and improvement experience

    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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  • 6 Days Ago

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Quality Management Specialist
  • S&H Youth and Adult Services
  • Salisbury, NC FULL_TIME
  • 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 attentiv...
  • 6 Days Ago

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Debt Collections Specialist (Call Center)
  • Source Receivables Management
  • Lexington, NC FULL_TIME
  • $50,000 PER YEAR EARNING POTENTIAL! We are currently seeking Customer Collections Specialists to join our growing Call Center team! We are looking for professional candidates who possess a solid work ...
  • 21 Days Ago

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I/DD Assessment Specialist-QP (Cabarrus/Stanly/Union/Hickory NC)
  • Partners Health Management
  • Kannapolis, NC FULL_TIME
  • Competitive Compensation & Benefits Package! Position eligible for – Annual incentive bonus plan Medical, dental, and vision insurance with low deductible/low cost health plan Generous vacation and si...
  • 14 Days Ago

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I/DD Assessment Specialist-QP (Cabarrus/Stanly/Union/Hickory NC)
  • Partners Health Management
  • Albemarle, NC FULL_TIME
  • Competitive Compensation & Benefits Package! Position eligible for – Annual incentive bonus plan Medical, dental, and vision insurance with low deductible/low cost health plan Generous vacation and si...
  • 14 Days Ago

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Management
  • Wendy's
  • Wilkesboro, NC FULL_TIME
  • As a Shift Manager or Restaurant Manager you will be responsible for assisting the execution of daily operations activities. The following provides an overview of the basic responsibilities of a Resta...
  • 18 Days Ago

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0 Wealth Management Specialist jobs found in Salisbury, NC area

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General Dentist - Concord, NC
  • Hiring Now!
  • Concord, NC
  • General Dentist- Concord, NC A brand new practice in Concord, NCis looking for a General Dentist to join our team. About...
  • 4/24/2024 12:00:00 AM

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Remote Sales (Entry-Level & Room for Advancement)
  • The Jackson Agency
  • Concord, NC
  • Interested in a fulfilling career that allows you to help others while making a great living around your schedule? Looki...
  • 4/24/2024 12:00:00 AM

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Experienced General Dentist - Cornelius, NC
  • Heartland Dental
  • Cornelius, NC
  • General Dentist Cornelius, NCis looking for a General Dentist to join our team. Why Heartland Dental? As the leader of y...
  • 4/24/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Albemarie, North Carolina
  • MileHigh Adjusters Houston Inc
  • Albemarle, NC
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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

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Junior Financial Advisor
  • A4 Wealth Advisors, LLC
  • Charlotte, NC
  • Job Description Job Description Are you ready to put your skills and experience to work at a dynamic, independent, priva...
  • 4/23/2024 12:00:00 AM

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Senior Trust Officer
  • Old North State Trust
  • Lexington, NC
  • Job Description Job Description Salary:Old North State Trust , is seeking candidates for the position of Trust Officer o...
  • 4/22/2024 12:00:00 AM

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Banking Center Manager, Float Position
  • First Horizon
  • Charlotte, NC
  • About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities a...
  • 4/21/2024 12:00:00 AM

Salisbury (/ˈsɔːlzbəri/ SAWLZ-bər-ee) is a city in the Piedmont of North Carolina; it is the county seat of Rowan County. Located 44 miles northeast of Charlotte and within its metropolitan area, the town has attracted a growing population. This was 33,663 in the 2010 Census (growing 27.8% from the Census in 2000). Founded in 1753, Salisbury is noted for its historic preservation, with five Local Historic Districts and ten National Register Historic Districts. Salisbury is the home to North Carolina soft drink, Cheerwine, regional supermarket, Food Lion and Rack Room Shoes. It is one of two ci...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$70,150 to $112,048
Salisbury, North Carolina area prices
were up 1.5% from a year ago

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