Wealth Management Specialist jobs in Troy, NY

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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Logistics Management Specialist
  • US Army Tank-Automotive and Armament Command...
  • Watervliet, NY FULL_TIME
  • Duties

    • Use a computer-based inventory management system to estimate quantities of raw materials and schedule their deliveries.
    • Assist in the development, evaluation and implementation of strategies for execution of logistics mission and functions to support production mission and strategic goals.
    • Review and analyze existing processes to eliminate inefficiencies and to identify opportunities for increased effectiveness and efficiency.
    • Reviews Bill of Materials (BOM) - an extensive list of raw materials, components, and assemblies required to construct, manufacture or repair a product or service - to ensure that the records are built correctly, and have the latest revisions.

    Requirements

    Conditions of Employment

    • Appointment may be subject to a suitability or fitness determination, as determined by a completed background investigation.
    • This position requires the employee to use personal protective equipment provided by the employer.
    • This position requires pre-employment financial disclosure and annually thereafter in accordance with DoD Directive 5500-7-R.
    • This position has a Compiler Certification requirement. The incumbent must meet all requirements for D and A Compiler level 2 certification within 24 months of being placed on the position.
    • See "Additional Information" section for additional requirements.

    Qualifications

    Who May Apply: US Citizens

    In order to qualify, you must meet the experience requirements described below. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if qualifying based on education, your transcripts will be required as part of your application. Additional information about transcripts is in this document.

    Specialized Experience: One year of specialized experience which includes: (1) Utilizing an enterprise system, such as Logistics Modernization Program (LMP) or the Complex Assembly and Manufacturing Solution (CAMS) or or SAP or Oracle or GCSS Army or GFEBS to update/track information; (2) Providing opinions and/or guidance regarding logistics management policies and procedures; and (3) Conducting analysis and/or review of existing processes to eliminate inefficiencies and/or increase effectiveness and efficiency.
    This definition of specialized experience is typical of work performed at the second lower grade/level position in the federal service (GS-09).

    Education

    Some federal jobs allow you to substitute your education for the required experience in order to qualify. For this job, you must meet the qualification requirement using experience alone-no substitution of education for experience is permitted.

    Additional information

    • Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration.
    • You will be required to provide proof of U.S. Citizenship.
    • One year trial/probationary period may be required.
    • Direct Deposit of Pay is required.
    • This position requires you to submit a Public Financial Disclosure Report (OGE 278) or a Confidential Financial Disclosure Report (OGE450) upon entry, and annually thereafter.
    • Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees.
    • If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet.
    • This is a Logistics Career Field position.
    • Multiple positions may be filled from this announcement.
    • Salary includes applicable locality pay or Local Market Supplement.
    • Payment of Permanent Change of Station (PCS) costs is not authorized, based on a determination that a PCS move is not in the Government interest.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    Once the announcement has closed, a review of your application package (resume, supporting documents, and responses to the questionnaire) will be used to determine whether you meet the qualification requirements listed on this announcement.

    If, after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience, you may lose consideration for this position. Please follow all instructions carefully when applying, errors or omissions may affect your eligibility.

    You should list any relevant performance appraisals and incentive awards in your resume as that information may be taken into consideration during the selection process. If selected, you may be required to provide supporting documentation.

    Veterans and Military Spouses will be considered along with all other candidates.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      The documents you are required to submit vary based on whether or not you are eligible for preference in federal employment. A complete description of preference categories and the associated required documents is in the Applicant Checklist for Public Announcements.

      As described above, your complete application includes your resume, your responses to the online questionnaire, and documents which prove your eligibility to apply. If you fail to provide these documents, you will be marked as having an incomplete application package and you will not be considered any further.

      1. Your resume:

      • Please limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be reviewed to determine your eligibility/qualifications.
      • Your resume may be submitted in any format and must support the specialized experience described in this announcement.
      • If your resume includes a photograph or other inappropriate material or content, it will not be used to make eligibility and qualification determinations and you may not be considered for this vacancy.
      • For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., HRS per week and month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as incomplete and you may not receive consideration for this position.
      • For additional information see: What to include in your resume.
      2. Other supporting documents:
      • Cover Letter, optional
      • Most recent Performance Appraisal, if applicable
      NOTE: Documents submitted as part of the application package, to include supplemental documents, may be shared beyond the Human Resources Office. Some supplemental documents such as military orders and marriage certificates may contain personal information for someone other than you. You may sanitize these documents to remove another person's personal information before you submit your application. You may be asked to provide an un-sanitized version of the documents if you are selected to confirm your eligibility.
    • How to Apply

      To apply for this position, you must complete the online questionnaire and submit the documentation specified in the Required Documents section above.

      The complete application package must be submitted by 11:59 PM (EST) on 03/25/2024 to receive consideration

      • To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application (https://apply.usastaffing.gov/ViewQuestionnaire/12342643).
      • Follow the prompts to select your resume and/or other supporting documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.
      • After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.
      • You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application. You must re-select your resume and/or other documents from your USAJOBS account or your application will be incomplete.
      • It is your responsibility to verify that your application package (resume, supporting documents, and responses to the questionnaire) is complete, accurate, and submitted by the closing date. Uploaded documents may take up to one hour to clear the virus scan.
      • Additional information on how to complete the online application process and submit your online application may be found on the USA Staffing Applicant Resource Center.
      To verify the status of your application, log into your USAJOBS account (https://my.usajobs.gov/Account/Login), all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/.

      Agency contact information

      Army Applicant Help Desk

      Website

      https://portal.chra.army.mil/hr_public?id=app_inq

      Address

      GM-W0K9AA US ARMY ARSENAL WATERVLIET
      DO NOT MAIL
      Watervliet, NY 12189
      US

      Next steps

      If you provided an email address, you will receive an email message acknowledging receipt of your application. Your application package will be used to determine your eligibility, qualifications, and quality ranking (as applicable) for this position. If you are determined to be ineligible or not qualified, your application will receive no further consideration.

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    The documents you are required to submit vary based on whether or not you are eligible for preference in federal employment. A complete description of preference categories and the associated required documents is in the Applicant Checklist for Public Announcements.

    As described above, your complete application includes your resume, your responses to the online questionnaire, and documents which prove your eligibility to apply. If you fail to provide these documents, you will be marked as having an incomplete application package and you will not be considered any further.

    1. Your resume:

    • Please limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be reviewed to determine your eligibility/qualifications.
    • Your resume may be submitted in any format and must support the specialized experience described in this announcement.
    • If your resume includes a photograph or other inappropriate material or content, it will not be used to make eligibility and qualification determinations and you may not be considered for this vacancy.
    • For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., HRS per week and month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as incomplete and you may not receive consideration for this position.
    • For additional information see: What to include in your resume.
    2. Other supporting documents:
    • Cover Letter, optional
    • Most recent Performance Appraisal, if applicable
    NOTE: Documents submitted as part of the application package, to include supplemental documents, may be shared beyond the Human Resources Office. Some supplemental documents such as military orders and marriage certificates may contain personal information for someone other than you. You may sanitize these documents to remove another person's personal information before you submit your application. You may be asked to provide an un-sanitized version of the documents if you are selected to confirm your eligibility.


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

  • 1 Month Ago

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Management Analyst
  • Army Tank-Automotive and Armament Command (TACOM)
  • Watervliet, NY FULL_TIME
  • Please limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be reviewed to determine your eligibility/qualifications. About the Position: The Watervliet Arsena...
  • 18 Days Ago

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Management Analyst
  • US Army Tank-Automotive and Armament Command...
  • Watervliet, NY FULL_TIME
  • Duties Plans and completes special projects and assignments such as fact-finding on unusual, proposed personnel actions. Conducts studies of work processes in various organizations to identify, analyz...
  • 1 Month Ago

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Management Consultant
  • Shore Marketing Inc
  • Troy, NY FULL_TIME
  • Are you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Shore Marketing is searching for an entry-level Management Consultant who is look...
  • 1 Month Ago

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Busser Junior's North Greenbush
  • BMT Management
  • Troy, NY FULL_TIME
  • Responsibilities · Prepare restaurant tables with special attention to sanitation and order · Attend to customers upon entrance · Present restaurant menus and help customers select food/beverages · Ta...
  • Just Posted

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Community Service Technician
  • TPW MANAGEMENT
  • Bondville, VT FULL_TIME
  • DescriptionDuties and Responsibilities:Assist owners, guests and renters with general repairs and other maintenance issues that include but not limited to:Heat up requestsTemperature control during wi...
  • 3 Days Ago

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0 Wealth Management Specialist jobs found in Troy, NY area

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Economic Development Program Specialist 2 (NY HELPS)
  • StateJobsNY
  • Albany, NY
  • MINIMUM QUALIFICATIONS: This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY ...
  • 4/26/2024 12:00:00 AM

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Teller
  • Community Bank System, Inc.
  • Delmar, NY
  • Overview: At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized...
  • 4/25/2024 12:00:00 AM

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CWM - Goldman Sachs Ayco Personal Financial Management - Marketing Operations, Associate Albany, NY
  • Goldman Sachs
  • Albany, NY
  • MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs hel...
  • 4/24/2024 12:00:00 AM

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CWM - Goldman Sachs Ayco Personal Financial Management - Tax Associate - Albany, NY
  • Goldman Sachs
  • Albany, NY
  • MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs hel...
  • 4/24/2024 12:00:00 AM

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Licensed Private Client Banker - Guilderland
  • Key Bank
  • Guilderland, NY
  • Licensed Private Client Banker - Guilderland Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerVisa spo...
  • 4/24/2024 12:00:00 AM

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Private Wealth Management Administrative Assistant - Cohoes
  • Advantage xPO
  • Cohoes, NY
  • Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and h...
  • 4/23/2024 12:00:00 AM

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Personal Injury Litigation Paralegal
  • Brandon J. Broderick, Attorney At Law
  • Albany, NY
  • Job Description Job Description We are actively searching for a Personal Injury Litigation Paralegal that has a wealth o...
  • 4/22/2024 12:00:00 AM

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Citizens Teller - Part Time
  • Citizens
  • Delmar, NY
  • Description Starting Salary: $17 / hour and up As a Citizens Teller - YOU make a real difference for our customers and t...
  • 4/22/2024 12:00:00 AM

Troy is a city in the U.S. state of New York and the seat of Rensselaer County. The city is located on the western edge of Rensselaer County and on the eastern bank of the Hudson River. Troy has close ties to the nearby cities of Albany and Schenectady, forming a region popularly called the Capital District. The city is one of the three major centers for the Albany Metropolitan Statistical Area (MSA), which has a population of 1,170,483. At the 2010 census, the population of Troy was 50,129. Troy's motto is Ilium fuit. Troja est, which means "Ilium was, Troy is". Today, Troy is home to Renssel...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$75,592 to $120,740
Troy, New York area prices
were up 1.5% from a year ago

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