Wealth Management Specialist, Sr. jobs in Bradenton, FL

Description

HCA Asset Management is scouring the United States looking for our next entry-level Valuation Consultant in our Capital Asset Management division! Are you energetic, personable, smart, data-driven, and yearning for an opportunity to belong to something better?  Ready to have fun traversing this beautiful country 75% of the time, becoming proficient with equipment inventories, cost segregation, and space utilization studies, all while learning from the best in the business, AND being rewarded for your performance?  We’re a multi-million-dollar family-owned consulting and appraisal firm offering inventory and appraisal services to corporate, university, and governmental clients throughout the United States. We believe that our customers are our friends and that doing the right thing never goes out of style.  

As a Valuation Consultant with HCA, a typical day might include: 

• Touring universities, colleges, and hospitals to collect data and locate equipment 
• Interfacing with clients via meeting or telephone to discuss project scope and findings 
• Data analysis in preparation for client consulting 
• Work with senior team members to solve client-specific challenges 
• Learn basic principles of commercial building construction 

Requirements

As a new team member with HCA, you will need to: 

• Be 100% committed to delivering the best experience to HCA Clients 
• Think on your feet and thrive on learning new skills 
• Enjoy solving problems and committed to improving internal and external processes 
• Effectively communicate with clients and team members 
• Be detail oriented and extremely organized 
• Travel overnight to client locations across the country 70-80% of the time  
• Be an expert using Excel (Access is also helpful) and MS Word 
• Have earned an Associate’s degree, especially in Finance, Accounting, or Business from an accredited college or university, 
• Have a valid driver’s license and transportation 
• BONUS: GASB-34 Experience 

What we bring to the table: 

• Awesome people, awesome clients, and an empathetic management team  
• Energetic and performance-driven company culture 
• Competitive salary with future growth potential 
• Health benefits and 401K match  
• Training to manage large-scale projects and encouragement for personal development 
• 30-year track record with the best reputation in the industry 

If you’re the least bit intrigued and fit the description, please submit your resume today as we’re eager to meet you!