Wealth Management Specialist, Sr. jobs in Brownsville, TX

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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Building Management Specialist
  • US Public Buildings Service
  • Brownsville, TX FULL_TIME
  • Duties

    • Develops and promotes positive working relationships with customer agencies and client personnel, and maintains continuous liaison with building tenants and top management officials of customer agencies and tenants at facilities managed.
    • Works closely with other GSA personnel, customer agency personnel and contractors in the planning, design, renovation, construction, alteration, operation, maintenance and repair of assigned buildings.
    • In response to particular problems and on a recurring basis, gathers information to assess the level of customer satisfaction. Data gathering methods used include tenant satisfaction surveys, agency contact surveys, interviews with agency contacts, tenant meetings, service calls logs, and focus groups.
    • Assists the Building manager with managing the contracting and leasing administration process as needed on behalf of tenant agencies and GSA.
    • Evaluates any proposed contract changes and makes recommendations to the Contracting Officer regarding changes in scope of performance standards to improve service delivery and meet customers’ needs, or changes in the site conditions; performs final inspection of completed work against contract requirements and approves or rejects the final product in whole or in part.

    Requirements

    Conditions of Employment

    • US Citizens and National (Residents of American Samoa and Swains Island)
    • Meet all eligibility criteria within 30 days of the closing date
    • Register with Selective Service if you are a male born after 12/31/1959

    If selected, you must meet the following conditions:

    • Current or Former Political Appointees: The Office of Personnel Management (OPM) must authorize employment offers made to current or former political appointees. If you are currently, or have been within the last 5 years, a political Schedule A, Schedule C or NonCareer SES employee in the Executive Branch, you must disclose this information to the HR Office. Failure to disclose this information could result in disciplinary action including removal from Federal Service.
    • Serve a one year probationary period, if required.
    • Undergo and pass a background investigation (Tier 2 investigation level).
    • Have your identity and work status eligibility verified if you are not a GSA employee. We will use the Department of Homeland Security’s e-Verify system for this. Any discrepancies must be resolved as a condition of continued employment.
    • Have a valid driver's license.

    Qualifications

    For each job on your resume, provide:

    • the exact dates you held each job (from month/year to month/year)
    • number of hours per week you worked (if part time).

    If you have volunteered your service through a National Service program (e.g., Peace Corps, Americorps), we encourage you to apply and include this experience on your resume.

    For a brief video on creating a Federal resume, click here.


    The GS-09 salary range starts at $59,966 per year.

    The GS-11 salary range starts at $72,553 per year.

    The GS-12 salary range starts at $86,962 per year.

    If you are a new federal employee, your starting salary will likely be set at the Step 1 of the grade for which you are selected.

    To qualify for the GS-09, you must have at least one year of specialized experience equivalent to the GS-07 level or higher in the Federal service. Specialized experience is experience assisting in the management of a commercial office building (or equivalent non-housing high rise building) consisting of building mechanical systems (i.e., HVAC, alarm systems, elevators, etc): This experience typically includes:

    • coordinating building alteration and renovation projects
    • gathering information to assess the level of customer satisfaction, i.e., surveys, interviews with tenant contacts, focus groups
    • gathering data to assist with the development of operating building maintenance budgets
    • inspection of building contractor performance.

    OR

    Education may be substituted for specialized experience if you have a Master's (or equivalent graduate degree such as LL.B. or J.D. as specified in qualification standards or individual occupational requirements), or two academic years of progressively higher level graduate education. To be creditable, such education must demonstrate the knowledge, skills, and abilities necessary to do the work.

    OR

    Have a combination of qualifying graduate education and specialized experience that when combined together meet the qualification requirements of this position.

    To qualify for the GS-11, you must have at least one year of specialized experience equivalent to the GS-09 level or higher in the Federal service. Specialized experience is experience assisting in the management of a multi-level commercial office building (or equivalent non-housing high rise building) consisting of building mechanical systems (e.g., HVAC, alarm systems, elevators, etc.). This experience typically includes:

    • monitoring building occupant space utilization, energy and water conservation, sustainability and environmental hazards programs;
    • coordinating building alteration and renovation projects;
    • gathering information to assess the level of customer satisfaction, i.e., surveys, interviews with tenant contacts, focus groups;
    • monitoring real property budgetary and financial data; and,
    • administration of building repair and/or operation and maintenance contracts.

    OR

    Education may be substituted for specialized experience if you have a Ph.D. or equivalent doctoral degree or have successfully completed three full years of progressively higher level graduate education leading to such a degree or LL.M., if related. To be creditable, such education must demonstrate the knowledge, skills, and abilities necessary to do the work.

    OR

    Have a combination of qualifying graduate education and specialized experience that when combined together meet the qualification requirements of this position.

    To qualify for the GS-12, you must have at least one year of specialized experience equivalent to the GS-11 level or higher in the Federal service. Specialized experience is experience assisting in the management of a multi-level commercial office building (or equivalent non-housing high rise building) consisting of complex building mechanical systems (i.e., building automated systems, centralized HVAC, alarm systems, elevators, etc): This experience typically includes:

    • monitoring building occupant space utilization, energy and water conservation, sustainability and environmental hazards programs;
    • directs and coordinates building alteration and renovation projects;
    • maintaining customer satisfaction programs including feedback mechanisms used to evaluate the effectiveness of services provided; and
    • managing or monitoring real property budgetary and financial data.
    • building maintenance contract administration and oversight (i.e., janitorial, mechanical, elevator contracts).

    Education

    Note: If you are using foreign education to meet qualification requirements, you must send a Certificate of Foreign Equivalency with your transcript in order to receive credit for that education. For further information, visit: https://sites.ed.gov/international/recognition-of-foreign-qualifications/

    Additional information

    If you are eligible under Merit Promotion, you may also apply under Vacancy Announcement #7P-2024-0065. You must apply separately to each announcement to be considered for both.

    Bargaining Unit Status:
    • This position is eligible for the bargaining unit.

    If you are selected at a grade lower than the full performance level, you may be promoted up to that grade level without having to re-apply or compete against other applicants.

    Relocation-related expenses are not approved and will be your responsibility.

    On a case-by-case basis, the following incentives may be approved:

    • Recruitment incentive if you are new to the federal government
    • Relocation incentive if you are a current federal employee
    • Credit toward vacation leave if you are new to the federal government

    Additional vacancies may be filled through this announcement in this or other GSA organizations within the same commuting area as needed; through other means; or not at all.

    GSA is committed to diversity, equity, inclusion and accessibility that goes beyond our compliance with EEO regulations including:
    • Valuing and embracing diversity, promoting equity, inclusion and accessibility, and expecting cultural competence; and
    • Fostering a work environment where all employees, customers and stakeholders feel respected and valued.
    Our commitment is:
    • Reflected in our policies, procedures and work environment;
    • Recognized by our employees, customers and stakeholders; and
    • Drives our efforts to recruit, attract, retain and engage the diverse workforce needed to achieve our mission.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      You will have access to many benefits including:

      • Health insurance (choose from a wide range of plans)
      • Life insurance coverage with several options
      • Sick leave and vacation time, including 11 paid holidays per year
      • Thrift Savings Plan (similar to a 401(k) plan)
      • Flexible work schedules
      • Transit and child care subsidies
      • Flexible spending accounts
      • Long-term care insurance
      • Training and development

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    We will use a method called Category Rating to assess your application. Here’s how it will work:

    You will be scored on the questions you answer during the application process, which will measure your possession of the following competencies or knowledge, skills, and abilities:

    • Knowledge of qualitative and quantitative techniques and statistical interpretation required to perform extensive coordination and fact-finding in order to identify client agency and building tenants’ facility needs in relation to customer satisfaction; evaluate and interpret required customer survey responses and other similar data; analyze the effectiveness and efficiency of property management programs and building profitability initiatives; evaluate technical and program data, and to make decisions or recommendations for action based on consideration of all aspects of a problem.
    • Advanced skills in interpersonal relations and in written and oral communications required to explain, evaluate and negotiate client and technical operating requirements; coordinate work efforts and negotiate resolutions to problems; present information and conduct town hall meetings, tenant interviews and discussions in a concise and professional manner; knowledge of customer relations and conflict resolution sufficient to develop and maintain a high level of customer satisfaction in the building(s) managed.
    • Ability required to plan, schedule, and balance all technical aspects of multiple tenant requirements, such as complex alterations, and to independently determine and execute the appropriate sequencing of work required to fulfill client agency needs and to inform them regarding the status of projects; knowledge of building operational requirements necessary to assess the feasibility and impact of space moves and alterations on tenant agency operations, in order to minimize adverse impacts.
    • Knowledge of contracting rules and regulations regarding the technical soundness of contractor-provided supplies/services/processes and decisions to ensure services provided meet contract specifications as well as business and workplace needs of the tenant.

    Your answers to the questions will be used to place you in one of the following categories and standard score ranges:

    • Best Qualified = Candidates scoring between 95 - 100
    • Well Qualified = Candidates scoring between 85 - 94 (Well Qualified for CTAP/ICTAP)
    • Qualified = Candidates scoring between 70 - 84

    We will verify your answers to the questions in your resume. If your resume doesn’t support your answers, we may lower your score, which could place you in a lower category.

    Within each category, veterans will receive selection priority over non-veterans.

    Additional hurdle assessments, such as narrative responses or other assessments, may be administered to applicants who meet the requirements of the first hurdle, e.g., the minimum qualification requirements. If additional assessments are used, you will be provided with further instructions.

    If you are eligible under Interagency Career Transition Assistance Plan or GSA’s Career Transition Assistance Plan(ICTAP/CTAP), you must receive a score of 85 or higher to receive priority.



    You may preview questions for this vacancy.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      You will have access to many benefits including:

      • Health insurance (choose from a wide range of plans)
      • Life insurance coverage with several options
      • Sick leave and vacation time, including 11 paid holidays per year
      • Thrift Savings Plan (similar to a 401(k) plan)
      • Flexible work schedules
      • Transit and child care subsidies
      • Flexible spending accounts
      • Long-term care insurance
      • Training and development

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      ALL required documents must be submitted before the closing date. Review the following list to determine what you need to submit.

      Your resume showing applicant's name, email address, work schedule, hours worked per week, dates of employment and duties performed.

      If you are claiming veterans’ preference:
      (a) Copy of your Certificate of Release or Discharge From Active Duty, DD-214 that shows your type of discharge and the dates of your active duty service.
      (b) If you are claiming 10-point preference or derived preference (a spouse, widow or widower, or parent of a deceased or disabled veteran), submit both of the following in addition to the DD-214: (1) completed SF-15 form; and (2) proof of your entitlement (refer to SF-15 for complete list).

      If you are active duty military - Certification on a letterhead from your military branch that includes your rank, character of service (must be under honorable conditions) & military service dates including discharge/release date (must be no later than 120 days after the date the certification is submitted).

      If you are ICTAP/CTAP eligible - submit a, b, and c: (a) proof of eligibility including agency notice; (b) SF-50, and (c) most recent performance appraisal.

      Current or Former Political Appointees: Submit SF-50.

      College transcripts: If you are using some or all of your college education to meet qualification requirements for this position, you must submit a photocopy of your college transcript(s). Transcripts MUST show: name of the institution, student's name, course work/degree(s) completed/conferred and dates. If selected, an official transcript will be required prior to appointment.

      For education completed outside the United States, also submit a valid foreign credential evaluation that substantiates possession of the required education.

      If you are relying on your education to meet qualification requirements:

      Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

      Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

    • How to Apply

      Submit a complete online application including any required documents prior to 11:59 pm Eastern Time on the closing date of the announcement. You can modify or complete your application any time before the deadline. Simply return to USAJOBS, select the vacancy, and update your application. For more detailed instructions on how to apply, click here: Apply for a GSA Job.

      If you are having issues applying to this announcement, you should switch to a different browser, network or device. Note: Your firewall may block your transfer from USAJOBS to your GSA application.

      To begin, click the Apply Online button on the vacancy announcement.

      • Sign in or register on USAJobs and select a resume and documents to include in your application.
      • Once you have clicked Apply for this position now, you will be taken to the GSA site to complete the application process.
      • Click the Apply To This Vacancy and complete all steps in the application process until the Confirmation indicates your application is complete. If you click Return to USAJobs or get timed out prior to receiving confirmation, your application will not be submitted and cannot be considered for this vacancy.
      • Note: Review the REQUIRED DOCUMENTS section of this announcement to determine which apply to you and must be submitted online. You may choose one or more of the following options to submit your document(s): Upload (from your computer) or USAJOBS (click the "USAJOBS" link to complete the transfer process).

      Need Assistance in Applying? Contact the HR representative listed on the announcement prior to the application deadline. We are available to assist you Monday-Friday during normal business hours. You must receive HR approval before deviating from these instructions. Be sure to APPLY EARLY as most assessments must be completed fully and submitted before the announcement closing.

      Agency contact information

      Nadia Williams

      Phone

      276-872-6756

      Email

      pbsavacancyinquiries@gsa.gov

      Address

      GSA, Public Buildings Service
      General Services Administration (GSA)
      Office of Human Resources Management (OHRM)
      1800 F St NW
      Washington, District of Columbia 20405
      United States

      Next steps

      After the closing date/deadline:

      • ELIGIBILITY/QUALIFICATIONS: Applicant eligibility and qualifications are reviewed.
      • REFERRAL TO MANAGEMENT: Eligible/Qualified applicants are referred to management for review and possible interview.
      • SELECTION/TENTATIVE JOB OFFER: If a selection is made, a Tentative Offer is extended to the selectee and suitability and/or security background investigation is conducted.
      • FINAL JOB OFFER: A final job offer is made (typically within 40 days after the closing date/deadline for applications).
      • FINAL COMMUNICATION TO APPLICANTS: Once the position is filled, we will notify you of your status. You may also check your application status by logging into USAJOBS and clicking “Track this Application” on the Applicant Dashboard.

      Thank you for your interest in working for U.S. General Services Administration!

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    ALL required documents must be submitted before the closing date. Review the following list to determine what you need to submit.

    Your resume showing applicant's name, email address, work schedule, hours worked per week, dates of employment and duties performed.

    If you are claiming veterans’ preference:
    (a) Copy of your Certificate of Release or Discharge From Active Duty, DD-214 that shows your type of discharge and the dates of your active duty service.
    (b) If you are claiming 10-point preference or derived preference (a spouse, widow or widower, or parent of a deceased or disabled veteran), submit both of the following in addition to the DD-214: (1) completed SF-15 form; and (2) proof of your entitlement (refer to SF-15 for complete list).

    If you are active duty military - Certification on a letterhead from your military branch that includes your rank, character of service (must be under honorable conditions) & military service dates including discharge/release date (must be no later than 120 days after the date the certification is submitted).

    If you are ICTAP/CTAP eligible - submit a, b, and c: (a) proof of eligibility including agency notice; (b) SF-50, and (c) most recent performance appraisal.

    Current or Former Political Appointees: Submit SF-50.

    College transcripts: If you are using some or all of your college education to meet qualification requirements for this position, you must submit a photocopy of your college transcript(s). Transcripts MUST show: name of the institution, student's name, course work/degree(s) completed/conferred and dates. If selected, an official transcript will be required prior to appointment.

    For education completed outside the United States, also submit a valid foreign credential evaluation that substantiates possession of the required education.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

  • 2 Days Ago

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Management trainee
  • Furniture Row
  • Brownsville, TX FULL_TIME
  • Our Furniture Row Center in Brownsville is now hiring! Be part of a growing company where the only place to go is up! no previous exp. necessary we will train you!) Looking for people who are Career M...
  • 23 Days Ago

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Financial Controller
  • Oakcrest Management
  • Brownsville, TX FULL_TIME
  • REPORTS/RELATIONSHIPS: The Controller will report directly to the Owners and Directors of Oakcrest Management and serve as a member of Oakcrest Management’s Support Team. BASIC FUNCTIONS: The individu...
  • 20 Days Ago

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Customer Service / Front Desk SR
  • TruFit Athletic Clubs
  • Brownsville, TX FULL_TIME
  • DescriptionTruFit Athletic Clubs is a purpose-driven organization. Our purpose is quite simple, Building A More Powerful You! That You represents every Teammate, every member and every community we se...
  • 14 Days Ago

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Management Trainee Program
  • Buckle
  • BROWNSVILLE, TX FULL_TIME
  • Summary Buckle is searching for the next leaders in retail and sales. As a Management Trainee, you will work directly with your Store Manager to develop sales, recruiting and developing leadership ski...
  • 9 Days Ago

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McAlister's Deli Management Positions
  • McAlister's Deli
  • Brownsville, TX FULL_TIME
  • We are opening a new location in your area and are hiring for hourly and salary management positions. We are hungry, and we aren't just talking about sandwiches. Come taste success at one of America's...
  • 1 Day Ago

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0 Wealth Management Specialist, Sr. jobs found in Brownsville, TX area

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Independent Insurance Claims Adjuster in Olmito, Texas
  • MileHigh Adjusters Houston Inc
  • Olmito, TX
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/18/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Weslaco, Texas
  • MileHigh Adjusters Houston Inc
  • Weslaco, TX
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/18/2024 12:00:00 AM

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Financial Customer Service Representative - Onsite TX
  • Teleperformance Usa
  • Brownsville, TX
  • Category : Customer Service/Support This position will be based on-site at our Brownsville, Texas location. About TP Tel...
  • 4/18/2024 12:00:00 AM

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Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
  • 4/18/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Brownsville, TX
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Harlingen, TX
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/16/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Los Fresnos, TX
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Harlingen, TX
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

Brownsville is one of the southernmost cities in the contiguous United States; only a handful of municipalities in Florida's Miami-Dade and Monroe counties (plus Everglades City in Collier County) are located farther south than Brownsville. The city has a total area of 84.867 square miles (219.805 km2), of which 81.528 square miles (211.157 km2) of it is land and 3.339 square miles (8.648 km2) is water, according to the United States Census Bureau of 2017. The city is situated at the intersection of different climates (subtropical, Chihuahuan Desert, Gulf Coast plain, and Great Plains); this p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$95,494 to $136,831
Brownsville, Texas area prices
were up 1.2% from a year ago