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)
NIC Global is a single-source manufacturer providing turn-key mechanical and electromechanical assembly, expert sheet metal fabrication, and global sourcing of metal and plastic components. We provide products to great customers such as Philips, PACCAR (Kenworth & Peterbilt), Schweitzer Engineering Laboratories, Physio Controls, and Leviton to name a few. Our growing company employs nearly 600 people in Washington, Tennessee, Ohio, and Texas. We offer a competitive compensation and benefits package which includes health and dental insurance, 401(k) plan, and tuition reimbursement. Our fun, family like atmosphere provides a great place to work where employees are celebrated through a wide variety of employee events and recognition programs. Visit us at www.nicglobalms.com to learn more. NIC Global is an equal opportunity employer.
ESSENTIAL FUNCTIONS/DUTIES
QUALIFICATIONS
PHYSCIAL DEMANDS
Ability to lift 25lbs with or without accommodations.
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