Wealth Management Specialist jobs in Vineland, NJ

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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Renovation Specialist - 82
  • Lakeshore Management
  • Pittsgrove, NJ FULL_TIME
  • SCOPE:

    The Renovation Specialist is responsible for completing all construction and renovation on inventory homes in a portfolio of communities. Additional responsibilities include, but are not limited to, inventory home management, portfolio management and project management to ensure community inventory is ready for sale in good physical condition with a stabilized fiscal operation. Use of technology to communicate and report objectives and progress. To adhere to all applicable fair housing laws governing real estate sales, leasing and management maintenance service. The following is meant to cover many of the tasks to be performed, however duties and responsibilities are not conclusive below and can change as the Company deems necessary and as determined by your supervisor:

    RESPONSIBILITIES:

    • Use and application of skillset to renovate mobile homes, apartments, offices, and clubhouses, as needed.
    • Use of hand and power tools to demo and construction of homes, apartments, offices, and clubhouses, as needed
    • Follow instructions and scope of work with attention to detail and focus on efficiency and cost savings
    • Attend regular safety training events and hold self and team to high standards for workplace safety
    • Coordinate and collaborate with Renovation Team Lead to determine proper scopes and scheduling of renovations.
    • Inspect all inventory homes within region for readiness status. Identify all repairs needed and create a scope of work within estimated costs for all repairs.
    • Communicate inspection requests, analyze quotes and scopes for accuracy and submit for approval. Follow up with vendors or team for scheduling and completion of work.
    • Identify areas of inventory needs and completion of renovation of inventory home
    • Physically examine the inventory and renovation work of the properties on a regular basis
    • Research building materials and aim to find the best quality and price
    • Compile weekly inventory reports, tasking, purchase card reconciliations timely and as dictated
    • Use technology (i.e., mobile phone, tablet, laptop or PC) to create, track, and report progress on all work orders, timesheets, and performance.

    QUALIFICATIONS:

    • High School diploma or equivalent is required, College Degree preferred.
    • Proficient in Excel, MS Office, Internet, and various computer and mobile device applications.
    • Construction Experience Preferred.
    • Knowledge and experience in some, or most, areas of rough and finish carpentry, plumbing, electrical, siding, flooring, painting, and home finishing.
    • Experience in use of hand and power tools used for demo and construction of homes, apartments, offices, and clubhouses, as needed.
    • Energetic and positive with a sharp eye for detail.
    • Must be safety and results driven.
    • Must have excellent written and verbal communication skills.
    • Flexibility to travel up to 25%, some weekends may be required.
    • Must have a valid driver's license and 3 years of clean driving record.


    FLSA CLASS:
    Non-Exempt


    REPORTS TO:
    Renovation Team Lead


    SUPERVISORY RESPONSIBILITIES:
    None


    JOB CATEGORY:
    Inventory


    POSITION CLASS:
    Inventory


    COMPETENCIES:

    • Treats everyone with respect, compassion and kindness Builds internal respect and loyalty with customers. Demonstrates concern for customers. Effectively responds to customer needs. This includes responding timely to requests, listening to others, and seeking to understand others when there are differences of opinion, finding ways to build on each others ideas. Acts with empathy and focus, while able to resolve problems.
    • Demonstrate integrity, transparency and doing things the right way Makes lemonade out of lemons. This includes following policies, demonstrating financial responsibility with Lakeshore assets, complying with state and federal law, and practicing safety. Conforms to the highest professional standard. Turns challenges into wins.
    • Collaboration and teamwork Involve key stakeholders in decision making. This includes developing and maintaining positive work relationships. Enhances the level of cooperation. Actively participates in team-oriented objectives and activities. Focuses on team success, over individual.
    • Solves problems and is transparent about outcomes Champions new initiatives beyond the scope of the department. Seeks to improve in all aspects of work performance. Creates an environment of continuous improvement and innovation. Encourages people to maintain high standards of quality and thoroughness.
    • Serves our employees and residents to improve their lives - This includes maintaining the property that creates curb appeal, a welcoming community environment, supports individual and family activities, creates a sense of neighborhood. At work, continually challenges self to grow and develop to be the best you can be at work.
    • Developing Fellowship - The ability to influence others through insight, logic, and communication in a positive way to attain results. Inspires and motivates others to achieve goals, complete task and deliver discretionary effort. Be a consistent role model of the Lakeshore values, leadership competencies, and a commitment to continuous improvement.
    • Implementing the Vision - The ability to articulate the vision and get others to take responsibility through training, setting clear and transparent expectation, managing performance, providing early, often, and actionable feedback. Provides appropriate tools and resources for employees to implement vision and tactics. Delegates effectively.
    • Following Through - The ability to create plans, check-in periodically to ensure progress is being made, and assist as appropriate to remove barriers, helps others learn from mistakes and ensure task are completed. Also includes, asking tough questions, facing disagreements, and managing conflict constructively. Holds self and others accountable to agree upon expectations.
    • Achieving Results Sets challenging goals, stays focused on results, and builds a culture where employees want to provide maximum contribution. Demonstrate leadership by challenging status quo, taking a stand, have healthy, respectful debate to improve processes and outcome.
    • Team playing Builds credible and trustworthy working relationships with boss, peers, and subordinates. Develop followers to use their strengths and help them achieve their professional goals. Viewed as an effective team member and has ability to influence senior leaders.


    PHYSICAL REQUIREMENTS:

    Occasionally required to stand, occasionally required to walk, occasional exposure to outside weather conditions. The employee must occasionally lift and/or move more than 50 pounds, with or without assistance.


    COMPENSATION:
    $19.00 - $23.00/Hr (Based on experience)


    LOCATION:
    Picnic Grove - Pittsgrove, NJ


    Lakeshore embraces Diversity and Inclusion and is an equal opportunity employer
    . Qualified applicants will receive consideration without regard to age, race, color, religion, sex, gender identity, sexual orientation, disability, national origin, or protected veteran status. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of background investigation including pre-employment drug screening. Lakeshore is a smoke-free and drug-free workplace, for the purpose of workplace safety and health. No recruiters or agencies without a previously signed contract. Only candidates whose profiles closely match requirements will be contacted during this search.


    Job ID: 29138/82


    #IND

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Space Management Specialist
  • Kramer Beverage
  • Hammonton, NJ FULL_TIME
  • Job title: Space Management Specialist The Space Management Specialist is responsible for implementing cooler sets to maximize KBC representation in accounts and increase profitability, as well as upd...
  • 16 Days Ago

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Certified Occupancy Specialist - Glassboro
  • CIS Management, Inc.
  • Glassboro, NJ FULL_TIME
  • CIS Management, Inc. - Award Winning Property Management Company is presently recruiting for a Certified Occupancy Specialist in Glassboro, NJ. Responsibilities Maintain occupancy level of 97% or bett...
  • 1 Month Ago

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Specialist, Supply Chain Management - FULL TIME DAYS 7AM-330PM Vineland
  • Inspira Health Network
  • Vineland, NJ FULL_TIME
  • MAJOR FUNCTION: Receives, stocks and transports material goods and equipment to all designated departments. QUALIFICATIONS: Education & Experience: High School Diploma. Previous healthcare shipping an...
  • 9 Days Ago

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FT Management / PT Management
  • CATO Fashions
  • Millville, NJ PART_TIME,FULL_TIME
  • Manage a team of up to 10 Associates, job duties: Customer service, running register open/close the store, lite paperwork, recruiting new hires and training, scheduling, shipment processing, markdowns...
  • 17 Days Ago

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Community Manager - 82/77/78
  • Lakeshore Management
  • Pittsgrove, NJ FULL_TIME
  • SCOPE: Under the direction of the Regional Manager, the primary function of the Community Manager is providing competent and effective leadership which will ensure the growth and success of both the c...
  • 4 Days Ago

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0 Wealth Management Specialist jobs found in Vineland, NJ area

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Junior Quantitative Analyst, Asset Management
  • Macquarie Group Limited
  • Philadelphia, PA
  • Junior Quantitative Analyst, Asset Management Philadelphia Join our Macquarie Asset Management team as a Junior Quantita...
  • 4/22/2024 12:00:00 AM

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Director, Cloud Architecture Risk Specialist
  • Capital One
  • Atlantic City, NJ
  • Center 3 (19075), United States of America, McLean, Virginia Director, Cloud Architecture Risk Specialist Capital One is...
  • 4/22/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Glassboro, New Jersey
  • MileHigh Adjusters Houston Inc
  • Glassboro, NJ
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/20/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Mullica Hill, New Jersey
  • MileHigh Adjusters Houston Inc
  • Mullica Hill, NJ
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/20/2024 12:00:00 AM

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Senior Investment Advisor
  • Wsfs Bank
  • Wilmington, DE
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their fi...
  • 4/18/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Vineland, New Jersey
  • MileHigh Adjusters Houston Inc
  • Vineland, NJ
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/18/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Millville, New Jersey
  • MileHigh Adjusters Houston Inc
  • Millville, NJ
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/18/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Hammonton, New Jersey
  • MileHigh Adjusters Houston Inc
  • Hammonton, NJ
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/18/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 69.029 square miles (178.785 km2), including 68.424 square miles (177.218 km2) of land and 0.605 square miles (1.568 km2) of water (0.88%). Of all the municipalities in New Jersey to hold the label of City, Vineland is the largest in total area. (Hamilton Township in Atlantic County is the largest municipality in New Jersey in terms of land area. Galloway Township, also in Atlantic County, is the largest municipality in total area, including open water within its borders.) Vineland borders Deerfield Township, Millville,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$79,245 to $126,575
Vineland, New Jersey area prices
were up 1.5% from a year ago

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