Wealth Management Specialist, Sr. jobs in Alamogordo, NM

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)

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Sr. Specialist - Controls
  • Energy Transfer LP
  • Carlsbad, NM FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!

    Text ETP to 25000 to get started or apply through this web posting if you prefer.

    , recognized by Forbes as one of America's , is dedicated to responsibly and . We are driven to inspire our employees to create superior value for our customers, our investors, a and to the community where we have long-standing commitments to causes including MD Anderson Children's Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more.

    We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.

    Come join our award winning 11,000 strong organization as we fuel the world and each other!

    Summary:

    Perform programming tasks in multiple controls applications at process facilities and pipeline control points.

    Essential duties and responsibilities:

    To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The essential job duties for this position are listed below:

    • Design, develop, and implement control system (logic software and hardware) to meet integrated system requirements in DeltaV - OPTO - AllenBradley .
    • Serve as lead on assigned projects or engineering assignments.
    • Provide day to day DCS and PLC automation support.
    • Create and maintain daily and custom automated production reports.
    • Works to insure and maintain a safe working environment for self and others by actively participating in safety programs.
    • Develops or modifies control logic to meet changes in equipment or equipment operating conditions.
    • Develops, maintains and updates Standard Operating Procedures for use by Asset Management Team members.
    • Advises the Management Team of any safety-related matters to produce an accident free environment.
    • Participates in facility audit process as company's expert on adherence to local, state and federal construction techniques.
    • Researches and identifies training resources needed to meet instrumentation and controls training requirements specified in company policies and procedures. Personally conducts some of the training when it is needed.

    Required Education and Qualifications:

    • High school diploma or equivalent
    • 8 years of experience with the Emerson OeltaV Control System, and programming PLCs
    • Knowledge of Fractionator Controls and Advanced Controls preferred
    • Ability to program PLC Ladder Logic
    • Experience in Process Historian Design and Maintenance
    • Experience with instrumentation basics and HART Communications
    • Experience with MOOBUS
    • Must be proficient in MS Word and Excel applications
    • Intimately familiar with Failsafe Emergency Shutdown Systems and equipment protection fundamentals
    • Must be organized and methodical in diagnosing equipment and controls related problems
    • Strong interpersonal skills are required to interact with all levels of management and non-management personnel. As a Company representative, the incumbent also interfaces with outside regulatory agencies, customers, contractors, and industry counterparts
    • Excellent written and verbal communication skills required

    Working Conditions:

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

    • Occasional exposure to heat, cold, and other adverse weather conditions
    • Work may include confined spaces and may require heavy lifting in excess of 50lbs with or without assistance
    • Work in and around industrial and construction settings, which may include hazardous products, processes, materials and chemicals, as well as extreme temperature conditions and loud machinery, and may require appropriate personal protective equipment (which may include, but may not be limited to, necessary respirators)
    • Work on and around equipment and facilities that require knowledge of and adherence to safe work procedures and practices
    • Subject to call-outs to respond to operational issues and emergencies after working hours, at night, and on weekends and holidays
    • Reliable attendance at work
    • Occasional overnight travel may be required
    An equal opportunity employer/disability/vet
    Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.
    The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
    DISCLAIMER: The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

     

  • 10 Days Ago

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Sr. Specialist - Controls
  • Energy Transfer Family of Partnerships
  • CARLSBAD, NM FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!Text ETP to 25000 to get started or apply through this w...
  • 10 Days Ago

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Case Management Specialist
  • Eastern New Mexico Medical Center
  • Roswell, NM FULL_TIME
  • The Case Management Specialist assists with discharge planning arrangements as directed by the RN Case Manager and or Director, which includes but not limited to faxing and copying the medical record ...
  • Just Posted

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Emergency Management Specialist
  • US Department of Energy - Agency Wide
  • Carlsbad, NM FULL_TIME
  • Duties As an Emergency Management Specialist, you will: Represent departmental committees and working groups for the purpose of justifying, defending, negotiating, or resolving important emergency man...
  • 8 Days Ago

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Records Management Specialist
  • Edgewater Technical Associates
  • Carlsbad, NM FULL_TIME
  • Edgewater Technical Associates is seeking qualified candidates for a Records Management Specialist opportunity in Carlsbad, NM at the Waste Isolation Pilot Plant (WIPP). Work Location: On-Site at WIPP...
  • 9 Days Ago

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Records Management Specialist
  • Mission Arch Center
  • Roswell, NM FULL_TIME
  • Genesis HealthCare is one of the nation's leading providers of healthcare services from short-term to long-term care and a wide variety of living options and professional clinical services. We are cha...
  • 11 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Alamogordo, NM area

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Licensed Clinical Social Worker (True North)
  • Air Force Civilian Service
  • Holloman Air Force Base, NM
  • ???? Elevate Your Career at Holloman Air Force Base - Exciting Opportunities for Licensed Clinical Social Workers in Ala...
  • 4/24/2024 12:00:00 AM

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Test Project Manager
  • Qualis Corporation
  • Holloman Air Force Base, NM
  • The 846th Test Squadron (846 TS) requires a seasoned test project manager to perform technical management of rocket sled...
  • 4/23/2024 12:00:00 AM

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Acquisition Project Manager
  • Canvas Inc.
  • Alamogordo, NM
  • Job Title: Acquisition Project Manager Location: Alamogordo, NM Canvas Inc is seeking an Acquisition Project Manager (PM...
  • 4/23/2024 12:00:00 AM

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Personal Banker Sudderth
  • Pnc Financial Services Group Inc.
  • Ruidoso, NM
  • Position OverviewJob DescriptionAcquires and deepens the branch customer base through a variety of proactive sales and s...
  • 4/23/2024 12:00:00 AM

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CHILD DEVELOPMENT CLERK (OA)
  • Air Education and Training Command
  • Holloman Air Force Base, NM
  • Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT ...
  • 4/23/2024 12:00:00 AM

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LEAD EDUCATIONAL TECHNICIAN (CHILD DEVELOPMENT)
  • Air Education and Training Command
  • Holloman Air Force Base, NM
  • Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT ...
  • 4/23/2024 12:00:00 AM

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Part Time Sales Associate
  • GNC Holdings, Inc.
  • Holloman Air Force Base, NM
  • GNC is looking for dynamic sales associates that not only Live Well as a lifestyle, but have the desire to share that pa...
  • 4/22/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Alamogordo, NM
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/20/2024 12:00:00 AM

As of 2010, Alamogordo had a total area of 19.3 square miles (50.0 km2), all of it land. The city is located at an elevation of 4,336 feet (1,322 m) on the western flank of the Sacramento Mountains and on the eastern edge of the Tularosa Basin. It lies within the Rio Grande rift and in the northernmost part of the Chihuahuan Desert.:36 Tectonic activity is low in the Tularosa Basin. Plants native to the area are typical of the southern New Mexico foothills and include creosote bush, mesquite, saltbush, cottonwood, desert willow, and many species of cactus and yucca. The Tularosa Basin is an en...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$98,817 to $141,593
Alamogordo, New Mexico area prices
were up 2.5% from a year ago