Wealth Management Specialist, Sr. jobs in Champaign, IL
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
Wealth Management & Investment Advisor
- First Mid Bank & Trust
-
Mattoon, IL
FULL_TIME
-
Position: Wealth Management & Investment Advisor Location: Any First Mid Location
Job Id: 3337 # of Openings: 1 At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives.Responsibilities include, but are not limited to:- Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
- Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients
- Represent First Mid and provide leadership in key community activities, committees and business development
- Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
- Performs related duties as assigned
QualificationsEducation/Experience:- Minimum 4 years sales experience in the wealth management and investment services industry
- Bachelor's degree strongly preferred; Master's degree or related professional certification a plus
- Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4
- Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred
Skills:- Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
- Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
- Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
- Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation
- Proficiency with Microsoft Office Suite
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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Equal Opportunity Employer - 20 Days Ago
Principal Wealth Manager, Watseka
- Savvy Wealth
-
Watseka, IL
FULL_TIME
- The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
- 1 Month Ago
Sr In-Plant Solutions Specialist
- MSC
-
Sullivan, IL
FULL_TIME
- Build a better career with MSC.Serving customer and community starts with the very best people doing their very best work. That is precisely what we have at MSC Industrial Supply Co., a leading North ...
- 12 Days Ago
PS Billing Specialist, Sr
- utah
-
Campus, IL
FULL_TIME
- This position is responsible for following patient accounts through the entire billing process from eligibility to completion of payment process. Providing medical billing and collection processes by ...
- 6 Days Ago
Sr Laboratory Specialist
- utah
-
Campus, IL
FULL_TIME
- The Hans Haecker lab in the Division of Microbiology & Immunology is seeking a team- oriented Research Technician (Senior Lab Specialist) with interest in Immunology, Molecular Biology and mouse model...
- 1 Month Ago
Debt Management Specialist
- University of Illinois
-
Urbana, IL
FULL_TIME
- Debt Management Specialist Treasury Operations Posting Category: Under administrative direction, the Debt Management Specialist will perform senior staff duties to assist in the management of the Univ...
- 1 Month Ago
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0 Wealth Management Specialist, Sr. jobs found in Champaign, IL area
Independent Insurance Claims Adjuster in Decatur, Illinois
- MileHigh Adjusters Houston Inc
-
Decatur, IL
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/17/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
-
Champaign, IL
- 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
Remote Insurance Agent
- Dorr Agency
-
Seymour, IL
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/15/2024 12:00:00 AM
Wealth Advisory Support Specialist
- First Busey Corp
-
Urbana, IL
- ** Wealth Advisory Support Specialist** **Job Category****:** Wealth Management **Requisition Number****:** WEALT004463 ...
- 4/14/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Champaign, Illinois
- MileHigh Adjusters Houston Inc
-
Champaign, IL
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/14/2024 12:00:00 AM
About Champaign, Illinois
Champaign (English: /ˌʃæmˈpeɪn/) is a city in Champaign County, Illinois, United States. The city is 135 miles (217 km) south of Chicago, 124 miles (200 km) west of Indianapolis, Indiana, and 178 mi (286 km) northeast of St. Louis, Missouri. The United States Census Bureau estimates the city was home to 87,432 people as of July 1, 2017. Champaign is the tenth-most populous city in Illinois, and the state's fourth-most populous city outside the Chicago metropolitan area. It is included in the Champaign–Urbana metropolitan area.
Champaign is notable for sharing the campus of the University of Il...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$107,237 to $153,657
Champaign, Illinois area prices
were up 1.3% from a year ago
were up 1.3% from a year ago