Wealth Management Specialist, Sr. jobs in Bakersfield, CA
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)
Recently Added Wealth Management Specialist, Sr. jobs
- Barnes Wealth Management Group
-
Bakersfield, CA
PART_TIME
-
We are looking for a Front Desk Receptionist to join our team and provide exceptional customer service to our clients. The successful candidate will be responsible for greeting clients, answering phones, making appointments, setting up meetings, faxing, filing, create client files, prep client files, projects, ordering supplies and assisting financial advisors, assisting administrative staff. The ideal candidate will have excellent communication skills, a friendly demeanor, and the ability to multitask in a fast-paced environment. Computer and phone experience a must.
Some Responsibilities Are:
- Greet clients in a friendly and professional manner.
- Answer phones and direct calls to the appropriate person or department.
- Handle client inquiries and complaints in a professional manner.
- Prepare all required items for meetings, set up meetings, clean up after meetings.
- Ensure that all client information is kept confidential.
- Maintain a clean and organized front desk area.
- Fax documents.
- Filing and organizing.
- Docusign
- Shipments
- Creating and preparing client files
Job Type: Part-time
Pay: $18.00 per hour
Expected hours: 29 per week
Schedule:
- Day shift
- No weekends
Experience:
- Customer service: 2 years (Required)
Work Location: In person
- 30 Days Ago
- Saalex Solutions Inc.
-
Ridgecrest, CA
FULL_TIME
- The Acquisition Specialist/Management Analyst, Senior supports the Information Technology/Information Management (IT/IM) Department, Code 720000D/E contract. The IT/IM Department's mission is to provi...
- 1 Month Ago
- Califia Farms, LLC
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Bakersfield, CA
OTHER
- Overview WHO WE ARE: CALIFIA FARMS Rooted in California, Califia Farms is on a mission to create a future where plants replace dairy, without compromise. The company creates a variety of great-tasting...
- 1 Month Ago
- Kratos Defense
-
Tehachapi, CA
FULL_TIME
- Job Description: General Job Summary: The Configuration Management Specialist is responsible for supporting the implementation of CM in a new Digital Engineering Environment (DEE). Provides subject ma...
- 11 Days Ago
- Saalex Solutions Inc.
-
Ridgecrest, CA
FULL_TIME
- The Computer Network Support Specialist, Senior supports the Information Technology/Information Management (IT/IM) Department, Code 720000D/E contract. The IT/IM Department's mission is to provide IT ...
- 1 Month Ago
- Empire Management Group Inc
-
Bakersfield, CA
FULL_TIME
- DescriptionPosition SummaryEmpire Management Group specializes in providing comprehensive practice management services to independent healthcare providers and medical groups in Bakersfield and beyond....
- 1 Month Ago
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0 Wealth Management Specialist, Sr. jobs found in Bakersfield, CA area
- Hiring Now!
-
Tehachapi, CA
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Bakersfield, CA
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
- 4/24/2024 12:00:00 AM
- Bankers Life
-
Bakersfield, CA
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/24/2024 12:00:00 AM
- Transportation Security Administration
-
Bakersfield, CA
- Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
- 4/22/2024 12:00:00 AM
- MileHigh Adjusters Houston Inc
-
Wasco, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
Bakersfield, CA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
Bakersfield, CA
- Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
Bakersfield, CA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/21/2024 12:00:00 AM
About Bakersfield, California
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