Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
We are seeking a full-time financial technician to support our team. The ideal candidate is a team player, detail oriented, organized, flexible and has a diverse set of skills.
The role will entail the use and management of software tools, paperwork processing, plan building and presenting. Responsibilities include- research, analysis, meeting preparation, accurate record keeping, processing and documentation. By supporting the advisors and the team as a whole, you will enjoy a collaborative environment while serving the clients that we work for in a fiduciary capacity.
Financial, accounting, banking or payroll background is a plus.
Job Type: Full-time
Pay: From $45,000.00 per year
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Work Location: In person
0 Wealth Management Specialist, Sr. jobs found in Akron, OH area