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)
Description
Accounting Specialist/Cash Management
POSITION OVERVIEW:
We are seeking a dedicated and strategic Accounting Specialist to join our cash management team. In this role, you will be responsible for overseeing the company's cash process, managing banking relationships, and ensuring the efficiency and of our financial transactions. Your expertise will be pivotal in optimizing our cash management systems and driving our organization's financial stability. If you have a strong background in finance and are passionate about maximizing cash resources, we invite you to apply and help shape the financial success of our company.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS/POSITION REQUIREMENTS:
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