Wealth Management Specialist jobs in Sumter, SC

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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Knowledge Management (KM) and Task Management Tool Specialist
  • UIC Alaska
  • Sumter, SC FULL_TIME
  • Overview

    KNOWLEDGE MANAGEMENT/TASK MANAGEMENT TOOL SPECIALIST (AFMDS):

     

    Bowhead is seeking a Knowledge Management (KM) and Task Management Tool Specialist at Shaw AFB, SC to support 15th Air Force in advising, assisting, advocating, integrating, and certifying (A3IC) its Force Elements at assigned wings and Direct Reporting Units (DRU).  The KM Specialist assists 15 AF Knowledge Management Officer (KMO) execute 15 AF mission directives and serves as Task Management Tool manager to create, route, respond to, and troubleshoot all 15 AF assigned tasks in TMT.

    Responsibilities

    Specified tasks include but are not limited to:

    • Develop and support 15 AF SharePoint sites at the direction of the CoS/DS on NIPR, SIPR domains. This task includes web designer activities
    • Maintain 15 AF Battle Rhythm, Strategic Documents, Action Plans, After Action Reports and other Staff documents in an accessible and intuitive SharePoint, or other collaborative, site.
    • Maintain accurate resources for wings to use for Special Trophies, Awards, Correspondence and Exercise planning
    • Maintain accurate listing of all KM POCs at ACC Staff, and 15 AF Wings/DRUs
    • Assist 15 AF staff with "process mapping" and establishing battle rhythm events IAW the commander's guidance under the direction of the CoS/DS; make recommendations for improvement where necessary
    • Conduct KM-related training and assistance for 15 AF staff including new arrivals and augmentees
    • Provide quality control checks for all TMT/external task responses and ensure documentation is correctly labeled and loaded in the appropriate system. Ensure the task is correctly closed and the appropriate agencies are notified of the results of the tasking request
    • Identify and document overall information flow and mission essential processes/procedures across the 15 AF staff execute knowledge and information management activities in accordance with 15 AF Knowledge Management (KM) Plan.

    Qualifications

    • 1 year of experience with SharePoint as a manager
    • 1 year experience managing tasks at the squadron or higher level
    • TS/SCI clearance
    • 1 year of experience with TMT as a manager and experience on a NAF or higher staff (highly preferred)
    • Intermediate to advanced level skills in Microsoft Office software suite - Word, Excel, Outlook, PowerPoint
    • Ability to communicate effectively with all levels of employees and outside contacts
    • Strong interpersonal skills and good judgment with the ability to work alone or as part of a team

     

    CA, CO, WA & NYC ONLY: Target salary is $________ commensurate with experience

     

    Physical Demands:

    • Must be able to lift up to 25 pounds
    • Must be able to stand and walk for prolonged amounts of time
    • Must be able to twist, bend and squat periodically

    SECURITY CLEARANCE REQUIREMENTS: Must currently hold a security clearance at the Secret level.  US Citizenship is a requirement for Secret clearance at this location.

     

     

    #LI-____

  • 1 Month Ago

B
Knowledge Management (KM) and Task Management Tool Specialist
  • Bowhead
  • Sumter, SC FULL_TIME
  • Overview KNOWLEDGE MANAGEMENT/TASK MANAGEMENT TOOL SPECIALIST (AFMDS): Bowhead is seeking a Knowledge Management (KM) and Task Management Tool Specialist at Shaw AFB, SC to support 15th Air Force in a...
  • 1 Month Ago

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Deployment Plans Support/Force Management Specialist
  • Government Tactical Solutions
  • Sumter, SC FULL_TIME
  • GovTact is seeking a full-time employee to work as a Deployment Plan Support/Force Management at the Shaw AFB in Sumter, SC. Essential Job Responsibilities Provide advice and high-level analytical ass...
  • 26 Days Ago

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C4 Planning Management
  • Govcio LLC
  • Shaw, SC FULL_TIME
  • Overview GovCIO is currently hiring for a C-4 Planning Management. This position will be located in Shaw AFB, SC and will be an on-site position. Responsibilities Provide C4 planning management suppor...
  • 17 Days Ago

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Management & Sales Training Program
  • Sherwin-Williams
  • Sumter, SC FULL_TIME
  • The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams’ promote-fro...
  • 1 Month Ago

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Store Management Trainee
  • Corner Pantry
  • Sumter, SC FULL_TIME
  • If you have 6month to a year of retail, fast-food, or related service industry experience and are looking to make a career move, our management-trainee program might be for you. (recent college gradua...
  • 26 Days Ago

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0 Wealth Management Specialist jobs found in Sumter, SC area

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General Dentist - Columbia, SC
  • Hiring Now!
  • Columbia, SC
  • General Dentist- Columbia SC Brand New Office Relocation! NEW GRADS WELCOME Rice Creek Family Dentistry is looking to ad...
  • 4/25/2024 12:00:00 AM

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General Dentist - Columbia, South Carolina
  • Hiring Now!
  • Columbia, SC
  • General Dentist- Columbia, SC Up to $200,000 total compensationpackage Family Dental Care of Spring Valley is looking fo...
  • 4/25/2024 12:00:00 AM

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Billing Specialist
  • Hub International
  • Columbia, SC
  • ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits bro...
  • 4/24/2024 12:00:00 AM

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Remote - Life Coach
  • Life Balance Transition
  • Columbia, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/23/2024 12:00:00 AM

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Remote - Talent Acquisition Consultant
  • Life Balance Transition
  • Columbia, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Columbia, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM

Sumter /ˈsʌmtər/ is a city in and the county seat of Sumter County, South Carolina, United States. Known as the Sumter Metropolitan Statistical Area, the namesake county adjoins Clarendon and Lee to form the core of Sumter-Lee-Clarendon tricounty area of South Carolina that includes the three counties in the east central Piedmont. The population was 39,643 at the 2000 census, and it rose to 40,524 at the 2010 census. Known as the Gamecock City,[citation needed] Sumter lies near the geographic center of the state of South Carolina at 33°55′37″N 80°21′49″W / 33.92694°N 80.36361°W / 33.92694; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$66,646 to $106,452
Sumter, South Carolina area prices
were up 1.5% from a year ago

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