Wealth Management Specialist jobs in Utah
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)
Recently Added Wealth Management Specialist jobs
Operations Specialist
- Hudson Oaks Wealth Management
-
Lehi, UT
FULL_TIME
-
Position Title: Operations SpecialistDepartment: OperationsLocation: 1557 W Innovation Way 5th Floor, Lehi, UT 84043; hybrid work may be allowed after a probationary periodClassification: Full-Time (40 hours per week); NonexemptJob Overview: As an Operations Specialist, you will be responsible for maintaining a high attention to detail and demonstrating proactive and decisive qualities. Working closely with senior investment professionals, you will contribute to the servicing and management of client accounts and relationships, always with the client's best interests in mind. The purpose of this role is to support the advisor team and operations team in preparing forms, following up on service requests, and gathering and analyzing client data.Company Overview: Hudson Oaks Wealth Management is a financial planning firm dedicated to delivering top-tier investment solutions while prioritizing an exceptional client experience. We take pride in our commitment to excellence, integrity, and the highest level of client satisfaction. As an Operations Specialist, you'll be an integral part of a dynamic team that is dedicated to achieving excellence in both financial performance and client service. We offer competitive compensation, professional development opportunities, and a supportive work environment that empowers your growth.Essential Job Functions: Attention to detail. Strong written and oral communication skills. Ability to adapt to change quickly.Primary Responsibilities:
- Organizational Excellence: Maintain accurate and up-to-date records of investment transactions, client interactions, and portfolio performance. Ensure the timely and precise filing of all relevant documents to enhance transparency and client trust.
- Detail-Oriented Approach: Conduct thorough research and analysis to assist our planners in making informed investment decisions that align with our clients's financial goals. Review and prepare investment proposals, financial statements, and market trends with meticulous attention to detail, identifying potential risks and opportunities that impact our clients.
- Proactive Contribution: Anticipate the needs of the investment team and take the initiative to streamline processes, improve workflows, and enhance efficiency—all with a focus on delivering a seamless and exceptional experience for our clients.
- Decisive Decision-Making: Collaborate with investment professionals to evaluate investment opportunities and present well-researched recommendations that align with our clients' unique needs. Participate in discussions, offering valuable insights that contribute to making informed and client-centered decisions.
- Client Engagement: Engage with clients in a professional, attentive, and empathetic manner. Address their inquiries promptly, provide updates on portfolio performance, and actively listen to their needs to build lasting relationships based on trust and exceptional service.
- Marketing Opportunities: Write engaging materials for our websites, client correspondence, and social media pages. Collaborate with team members to craft content that leads to introductions and supports existing client relationships.
Qualifications:- Exceptional organizational skills with the ability to manage multiple tasks and deadlines effectively.
- Proven track record of maintaining a high level of detail orientation in various tasks.
- Demonstrate a proactive and solution-oriented mindset, always seeking ways to enhance the client experience.
- Strong analytical and decision-making abilities, consistently aligning with clients' best interests.
- Excellent written and verbal communication skills, conveying complex concepts clearly to clients.
- Professionalism, integrity, and a commitment to maintaining client confidentiality.
- Relevant certifications, degrees or degree paths, and experience are a plus.
Core Competencies:- Microsoft Office Knowledge
- Clear Communication
- Organization Skills
- Attention to Detail
- Ownership of Role
Compensation & Benefits:Compensation (based on experience)- $20-24 Hourly rate, depending on experience.
Benefits – eligible after 3 months of employment- 401(k) with Employer Match
- Group Life and Disability Insurance
- Monthly Health Stipend
- Free Team Lunch each week
- Office mini-events throughout the month
- Quarterly team activities (recent activities: pottery lesson, base jumping simulator, and golf!)
Location: 1557 W Innovation Way 5th Floor, Lehi, UT 84043 – hybrid work may be allowed after a probationary period, with a minimum of 2-3 days in the office each week.
To apply, please click below to complete the application.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for the successful execution of this role. Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice. Hudson Oaks Wealth Management is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.E04JI802i68m404dgpb
- 13 Days Ago
Associate Wealth Management Advisor | Finance | Insurance & Investments
- Northwestern Mutual Wealth Management Company
-
Provo, UT
FULL_TIME
- Associate Wealth Management Advisor | Financial Planning | Insurance & Investments | St George, UT Northwestern Mutual Wealth Management Company St George, UT 84770 (1070 S / Bluff St) Full-Time, Mond...
- 11 Days Ago
Executive Assistant - Enterprise Wealth Management
- Enterprise Wealth Management - Zions Bank Careers
-
Salt Lake, UT
FULL_TIME
- Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions ...
- 6 Days Ago
Asset & Wealth Management - Internal Fraud Specialist
- The Goldman Sachs Group
-
Draper, UT
FULL_TIME
- Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide fina...
- 1 Month Ago
Administrative Assistant
- JRS Wealth Management
-
South Jordan, UT
FULL_TIME
- JRS Wealth Management is a rapidly growing Wealth Management Firm. We help people save and invest for retirement and other savings goals. We are currently seeking an Administrative Assistant to add to...
- 1 Month Ago
Asset & Wealth Management, Marcus by Goldman Sachs, Tier II Servicing Specialist
- The Goldman Sachs Group
-
Draper, UT
FULL_TIME
- Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide fina...
- 3 Days Ago
Wealth Management Specialist jobs at Popular Companies
Investment Analyst
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 4/26/2024 12:00:00 AM
Senior Wealth Managment Specialist
- Carnegie Investment Counsel
-
Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/25/2024 12:00:00 AM
Senior Wealth Managment Specialist
- Carnegie Investment Counsel
-
Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/25/2024 12:00:00 AM
Private Wealth Management Specialist
- First Recruiting Llc
-
Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/25/2024 12:00:00 AM
Trust and Wealth Specialist / Administrative Assistant
- Citizens Bank & Trust
-
Lakeland, FL
- Job Description Job Description Citizens Bank & Trust POSITION DESCRIPTION POSITION TITLE Trust and Wealth Specialist RA...
- 4/24/2024 12:00:00 AM
Auto Insurance Advisor
- Hub International
-
Chicago, IL
- Ignite your potential. Impact what matters.Hi, were HUB a network of doers with diverse stories and a shared goal to sup...
- 4/24/2024 12:00:00 AM
Business Development Officer
- Canadian Imperial Bank of Commerce
-
Houston, TX
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are ded...
- 4/23/2024 12:00:00 AM
Private Wealth Management Specialist
- First Recruiting, LLC
-
Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/22/2024 12:00:00 AM
About Utah
Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau.
Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$70,895 to $113,239
Most Popular Cities in Utah for Wealth Management Specialist Jobs
What does a Wealth Management Specialist do?
Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019