Wealth Management Specialist jobs in Stockton, CA

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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Jr Leasing Specialist
  • Tortoise Community Management
  • Stockton, CA PART_TIME
  • Junior Leasing Specialist at 350-unit apartment community. This is a part time position - 30 hours per week (Monday through Thursday, 8 hours per day). You will assist the Community Manager and Leasing Specialist in leasing vacant apartments and ensuring current residents are provided with excellent customer service. The environment you will be working in will be relaxed but demanding.

    The position includes an hourly rate plus regular leasing bonuses.

    The ideal candidate is highly motivated and enjoys managing a variety of administrative responsibilities in a fast-paced environment and has strong customer service skills, and proficiency with MS Office and is bi-lingual in Spanish/English. This position requires initiative, strong customer service, excellent communication and the ability to work as a team player. A combination of sales, customer service and marketing skills is required to build relationships with perspective and existing residents. Former Leasing Experience is NOT required.

    Job Responsibilities:

    • Answer phone calls and emails from prospective and existing residents in an efficient and timely manner.
    • Schedule showings and follow-up accordingly
    • Tour prospective residents through units
    • View lease ready units to ensure they are up to company standards
    • Foster and build relationships with prospective and existing residents
    • Ensure excellent resident service and communication
    • Support Community Manager with general property tasks such as posting notices and enforcing community policies
    • Scan and file documents
    • Assist and support our team with projects as needed

    Requirements:

    • 2 years experience in customer service or sales industry
    • Ability to work in dynamic, complex, fast-paced customer service-driven work environment
    • Proficient computer skills: Microsoft Office and Excel
    • Be dedicated, a self-starter, fast-learner, detail-oriented, with a positive attitude
    • Excellent organizational, analytical, interpersonal and communication skills (written and verbal)
    • Personality: Upbeat, energetic, resourceful, responsible, takes initiative, dependable, trustworthy, takes pride in work
    • Must be proactive, problem solving and project oriented
    • Excellent customer and employee relations with a team player mentality (be able to lead by example)
    • Be self-directed, diplomatic and have a clear, courteous, professional manner when dealing with the public and the team
    • Execution skills and attention to detail with the ability to establish priorities and meet deadlines
    • Ability to maintain flexible attitude and approach towards assignments and successfully operate in a consistently changing environment
    • Ability to work with minimal supervision, and to interact productively with co-workers and outside vendors.
    • Professional appearance and demeanor both in person and over the phone
    • Must have reliable transportation and current insurance
    • Must have a valid California driver's license and clean driving record
    • We will run a background check with a criminal and a credit. Although the Community Specialist will not live on the property they must meet the same qualifications as an applicant applying to live at the property.

    Job Type: Part-time

    Pay: $16.00 per hour

    Expected hours: 30 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Professional development assistance
    • Tuition reimbursement
    • Vision insurance

    Experience level:

    • 1 year

    Schedule:

    • Day shift
    • No weekends

    Education:

    • High school or equivalent (Required)

    Experience:

    • Customer service: 1 year (Required)

    License/Certification:

    • Driver's License (Required)

    Work Location: In person

  • 1 Day Ago

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Property Management Office Coordinator
  • J. Johnson Property Management
  • Tracy, CA FULL_TIME
  • The primary responsibility is to lend support to the Property Manager by assisting in the following: 1. Be the first point of contact by answering calls and greeting clients in person at the office or...
  • 7 Days Ago

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Hospital Director Quality Management
  • Clinical Management Consultants
  • Stockton, CA FULL_TIME
  • An Accredited Medical Center in the Tri-Central Valley Region has just announced an exciting opportunity for an experienced Director to join their Quality Department and help to ensure high quality, c...
  • 16 Days Ago

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Franchise Management
  • POOP 911
  • Stockton, CA FULL_TIME
  • Our franchisees are pivotal to our presence as the leading pet waste removal company in the US. With over 100 active franchises nationwide, our organization utilizes a service-focused approach to prov...
  • 1 Day Ago

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Management trainee
  • CVS
  • Brentwood, CA FULL_TIME
  • The Shift Supervisor Trainee role is an entry-level, short-term role that prepares an employee to perform a higher-level supervisory role, such as Operations Supervisor or Shift Supervisor. The Shift ...
  • 1 Day Ago

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Management trainee
  • CVS
  • Lodi, CA FULL_TIME
  • The Shift Supervisor Trainee role is an entry-level, short-term role that prepares an employee to perform a higher-level supervisory role, such as Operations Supervisor or Shift Supervisor. The Shift ...
  • 1 Day Ago

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0 Wealth Management Specialist jobs found in Stockton, CA area

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Independent Insurance Claims Adjuster in Stockton, California
  • MileHigh Adjusters Houston Inc
  • Stockton, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Manteca, California
  • MileHigh Adjusters Houston Inc
  • Manteca, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Lodi, California
  • MileHigh Adjusters Houston Inc
  • Lodi, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Ripon, California
  • MileHigh Adjusters Houston Inc
  • Ripon, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Tracy, California
  • MileHigh Adjusters Houston Inc
  • Tracy, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Galt, California
  • MileHigh Adjusters Houston Inc
  • Galt, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Oakley, California
  • MileHigh Adjusters Houston Inc
  • Oakley, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Riverbank, California
  • MileHigh Adjusters Houston Inc
  • Riverbank, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

Stockton is the county seat of San Joaquin County in the Central Valley of the U.S. state of California. Stockton was founded by Captain Charles Maria Weber in 1849 after he acquired Rancho Campo de los Franceses. The city is named after Robert F. Stockton, and it was the first community in California to have a name not of Spanish or Native American origin. The city is located on the San Joaquin River in the northern San Joaquin Valley and had an estimated population of 320,554 by the California Department of Finance for 2017. Stockton is the 13th largest city in California and the 63rd larges...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$79,466 to $126,944
Stockton, California area prices
were up 2.5% from a year ago

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