Wealth Management Specialist, Sr. jobs in Altoona, PA

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. Aerial Fiber Specialist
  • Tri-M Group
  • Lock Haven, PA FULL_TIME
  • Here at The Tri-M Group, LLC we are an employee owned company placing our employees first, knowing that highly trained, skilled, and compensated workforce can better serve our customers, our families and our communities.  We’ve built a reputation for delivering quality and professional commercial electrical services with safety as a top priority.  In addition, we place a strong emphasis on our employees, and it starts with hiring the best and brightest talent in the industry!

     

    Check out Tri-M’s comprehensive benefit list below the job description!


    Summary Description

    Under the supervision of a High Voltage Superintendent or High Voltage Foreperson, performs various tasks related to the layout and installation of various fiber, commercial and industrial electrical systems.


    Duties and Responsibilities

    Essential Functions:


    • Complies with and ensures compliance with all Tri-M safety policies and procedures.
    • Complies with and ensures compliance with all Tri-M employment policies and procedures including standards of conduct and appearance to reflect positively on the Company.
    • Reads and interprets construction drawings (i.e., fiber, electrical, mechanical, architectural, etc.).
    • Performs layout of assigned tasks.
    • Leads a team  and performs daily task associated with the installation and testing of fiber optic cable systems.
    • Executes project in accordance with project schedule.  Provides project updates to High Voltage Superintendent and/or High Voltage Manager, as needed. 
    • Terminates 5 KV cable and up with cold shrink kits (Perform hand splice with supervision).
    • Installs various outdoor lighting systems.
    • Installs underground duct bank systems.
    • Installs outdoor transformers and capacitors with supervision.
    • Installs medium voltage cable and terminates it properly.
    • Troubleshoots electrical problems utilizing appropriate test equipment with supervision.
    • Assures compliance with National Electrical Code and High Voltage Electrical Safety
    • Conducts appropriate on‑the‑job training of apprentices.
    • Safeguards and maintains tri‑M equipment, tools and vehicles.
    • Assures that quality and productivity meet Company and customer standards.
    • Keeps up to date of new techniques and developments in the electrical construction trade.
    • Recommends improved methods of operation.
    • Assures that good housekeeping practices are maintained at the job site.
    • Attends hot line schools and rigging schools.


    Job Qualifications 

    Skills/Educational Requirements:


    • High school diploma.
    • Completion of a state‑approved apprenticeship program or equivalent.
    • Minimum of four years’ experience in the fiber and electrical trade.
    • Ability to operate bucket truck, line truck, large trencher, 580 backhoe.
    • Ability to identify and operate meters used in the fiber, electrical construction industry (recording volt and amp meters, meggers).
    • Ability to size, install and connect single‑ and three‑phase transformers utilizing standard connections.
    • Ability to calculate (voltage drop, mixed conductor conduit fill, conductor derating).
    • Ability to terminate 3-m cold shrinks and molded splice for medium voltage cable with the supervision of line foreperson or the superintendent.
    • Have current lineperson /cable-person handbook.
    • Ability to properly lay out and administer small jobs (normally one to six employees).
    • Understanding of basic troubleshooting techniques.
    • Good working knowledge of the National Electric Code (NEC) and the National Electric Safety Code (NESC), and the high voltage electrical safety book.
    • Good character, neat appearance.
    • Good mechanical aptitude.
    • Ability to climb height of 70 ‘on poles or scaffolds.
    • Maintain a valid commercial driver’s license-Class A (CDL) or in the process of obtaining and a history of safe driving.
    • Must have reliable personal transportation to and from the assigned work location/office.
    • Must purchase Company required personal tools and maintain in good condition.
    • Ability and willingness to travel nationally to jobsites.
    • Confident, decisive, safety orientated and self-motivated.
    • Proficient with use of laptop and tablet.

       

       Physical Requirements:


      • Working 40 hours/week, scheduled in 8 to 10 hour shifts
      • Standing and climbing 4 to 6 hours/day
      • Kneeling; lifting; reaching above shoulders; and bending (90° ) 4 to 5 hours/day
      • Twisting (180° ) and walking 2 to 3 hours/day
      • Squatting and sitting 1 to 2 hours/day
      • Lifting weights of 0 to 100 lbs. at the following frequencies:  continuous lifting of 10 to 35 lbs.; frequent lifting of 35 to 50 lbs.; occasional lifting of 50 to 100 lbs; sizes and shapes of objects vary from concrete blocks to cylinders to 20' lengths of conduit; average carry requirements, 60 lbs. for 40'
      • Ability to lift from floor to above shoulder
      • Repetitive use of hands includes:  continuous grasping up to 50 lbs.; frequent pushing and pulling of 50 to 75 lbs.; and fine motor coordination for receptacle installation and wire terminations
      • Repetitive use of feet is required for operating heavy equipment, conduit benders and vertical climbing
      • Vision adequate for blueprint reading and color coding for wire identification
      • Balance adequate for continuous climbing of ladders, scaffolds, lifts, wooden poles, and metal light poles.
      • Environmental factors include working in:  temperature extremes of 0° to 100° F; up to 8 hours inside or outside; atmospheric exposure to dust, gases, fumes, odors; and poor ventilation in confined spaces
      • Special hazards include exposure to mechanical, electrical, chemical and explosive hazards
      • Personal protective equipment includes use of hard hat, safety glasses, protected-toe boots, and appropriate gloves for the task.  Equipment on an "as needed" basis may include fall protection, dust mask, respirator, hearing protection, arc flash protective gear, and dielectrically insulated gloves and/or sleeves, etc.


      Here at The Tri-M Group, LLC we offer:

      • Fair and competitive pay
      • Comprehensive Medical, Prescription, Vision and Dental Insurance
      • HRA Spending Account
      • Employer-paid Life and AD&D Insurance
      • Seven Paid Holidays
      • Vacation/Sick/ Personal Leave
      • 401k Retirement Program with Company Match
      • Employee Assistance Program
      • And much more!


      Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.


      Notice to third parties: Please note that The Tri-M Group does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, The Tri-M Group, LLC will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, The Tri-M Group, LLC explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of The Tri-M Group, LLC.

      • 2 Days Ago

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      Sr. Warehouse Specialist
      • Shentel
      • State College, PA FULL_TIME
      • Job Summary: Performs all warehouse and inventory functions to ensure accurate, efficient, and compliant material handling. Maintains adequate on-hand inventory levels, processes inventory issues, ret...
      • 12 Days Ago

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      Contract Management Specialist
      • Penn Highlands Healthcare
      • Du Bois, PA FULL_TIME
      • Penn Highlands Healthcare has been awarded on the Forbes list of Best-in-State Employers 2022. This prestigious award is presented by Forbes and Statistica Inc., the world leading statistics portal an...
      • 1 Month Ago

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      Biller/Denial Management Specialist
      • Mount Nittany Health
      • Bellefonte, PA OTHER
      • Why Mount Nittany Health? At Mount Nittany Health, we provide high-quality patient care with a unique combination of the latest in clinical technology and compassionate medical professionals. We are c...
      • 23 Days Ago

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      Enrollment Specialist
      • Gloria Gates Management
      • Altoona, PA FULL_TIME
      • At Gloria Gates CARE, our mission is to empower Medicaid and Medicare members in disadvantaged healthcare landscapes across the United States by pioneering a new standard of compassionate excellence. ...
      • 1 Month Ago

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      Lawn Specialist
      • TruGreen - Lawn Specialist - Mill Hall, PA
      • Lamar, PA FULL_TIME
      • TruGreen is Hiring Residential Lawn Specialists Immediate Openings in Mill Hall, PA At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with T...
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      0 Wealth Management Specialist, Sr. jobs found in Altoona, PA area

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      Investment Service Specialist
      • Bmo Financial Group
      • Indiana, PA
      • Work Schedule: Monday-Friday, 10 am to 7pm Central TimeThe BMO Investment Services (BIS) Investment Service Specialists ...
      • 4/22/2024 12:00:00 AM

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      Finance Director
      • College Township
      • State College, PA
      • College Township is seeking an experienced and collaborative leader to serve as its next Finance Director. The current F...
      • 4/22/2024 12:00:00 AM

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      Patient Financial Counselor (Hybrid work form home / State College campuses)
      • Geisinger
      • State College, PA
      • Provides financial counseling either in person or via telephone for all patients for designated areas; admissions-schedu...
      • 4/22/2024 12:00:00 AM

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      Insurance Financial Advisor
      • Bankers Life
      • Altoona, PA
      • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
      • 4/21/2024 12:00:00 AM

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      Insurance Financial Advisor
      • Bankers Life
      • Altoona, PA
      • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
      • 4/20/2024 12:00:00 AM

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      Independent Insurance Claims Adjuster in Huntingdon, Pennsylvania
      • MileHigh Adjusters Houston Inc
      • Huntingdon, PA
      • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
      • 4/19/2024 12:00:00 AM

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      Independent Insurance Claims Adjuster in State College, Pennsylvania
      • MileHigh Adjusters Houston Inc
      • State College, PA
      • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
      • 4/19/2024 12:00:00 AM

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      Assistant Branch Manager & Management Hire
      • Under Armour
      • Johnstown, PA
      • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
      • 4/19/2024 12:00:00 AM

      Altoona is a city in Blair County, Pennsylvania, United States. It is the principal city of the Altoona Metropolitan Statistical Area (MSA). The population was 46,320 at the time of the 2010 Census, making it the eleventh most populous city in Pennsylvania. The Altoona MSA includes all of Blair County and was recorded as having a population of 127,089 at the 2010 Census, around 100,000 of whom live within a 5-mile (8.0 km) radius of the Altoona city center according to U.S. Census ZIP Code population data. This includes the adjacent boroughs of Hollidaysburg and Duncansville, adjacent township...
      Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
      Income Estimation for Wealth Management Specialist, Sr. jobs
      $101,809 to $145,879
      Altoona, Pennsylvania area prices
      were up 1.5% from a year ago