Wealth Management Specialist, Sr. jobs in Chillicothe, OH

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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Assembly Specialist Sr-C
  • NIC Global
  • Chillicothe, OH FULL_TIME
  • 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 

    • Performs a variety of light assembly operations using drawing schematics and diagrams to assemble components or subassemblies. 
    • Applies rubber gaskets to sheet metal; rivets sheet metal and other components. 
    • Work requires use of general shop equipment including Huck guns and a variety of other pneumatic hand-tools. 
    • Receive detailed written and verbal instructions on all work. 
    • Assignments are repetitive in nature and may be moderately complex; some judgment is required to perform rework and quality checks. 
    • This job description reflects the general nature and level of work being performed by people assigned to this position. Additional duties and responsibilities may be required, based upon business needs, at any time with or without notice. 

     

    QUALIFICATIONS 

    • Minimum of one (1) year experience required. 
    • Requires ability to assemble units to specifications, knowledge of shop tools; huck guns, and pneumatic hand tools.  
    • Strong attention to detail; ability to follow written and verbal instructions. 
    • Ability to meet production and quality standards.  
    • Decision making and judgment is required to perform quality checks. 
    • Positive attitude and the ability to function in a team environment. 

     

    PHYSCIAL DEMANDS 

    Ability to lift 25lbs with or without accommodations. 


    Monday-Friday
    6:00AM-2:30PM
  • 22 Days Ago

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Management Internship
  • Menard, Inc Career Center
  • CHILLICOTHE, OH PART_TIME
  • Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
  • 10 Days Ago

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Restaurant Management
  • Arbys
  • Logan, OH FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
  • 1 Month Ago

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Sr. Controls Engineer
  • Qcells
  • Highland, OH FULL_TIME
  • This is your chance to join the rapidly growing commercial solar energy business. FlexRack by Qcells is an integrated solar company that offers custom-designed, fixed tilt ground mount and single-axis...
  • 20 Days Ago

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Sr. Maintenance Manager
  • Austin Powder Red Diamond
  • Mc Arthur, OH FULL_TIME
  • POSITION PURPOSE AND RESPONSIBILITIES The Sr. Maintenance Manager is responsible for the safety and direction of the maintenance and reliability resources serving the facility. This position is respon...
  • 8 Days Ago

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First Assistant General Manager
  • Miller Management
  • Greenfield, OH FULL_TIME
  • Miller Management, a Burger King franchisee, is seeking motivated Restaurant Managers and First Assistant Managers. As a First Assistant General Manager, you will be the second in command of the resta...
  • 16 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Chillicothe, OH area

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Financial Advisor
  • Prudential Financial
  • Chillicothe, OH
  • Prudential Advisors is looking for an experienced financial professional in the Chillicothe area that is interested in w...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Lancaster, OH
  • Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interest...
  • 4/25/2024 12:00:00 AM

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PKX Branch Manager
  • Porta Kleen
  • Lancaster, OH
  • Full-Time/Regular 1. This position is responsible for planning, organizing, coordinating and controlling all branch oper...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Washington Court House, OH
  • Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interest...
  • 4/23/2024 12:00:00 AM

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Finance and Operations Director
  • The Pioneer Center
  • Chillicothe, OH
  • The Finance & Operations Director Serves as Finance & Operations Officer and Business Manager for the Ross County Board ...
  • 4/23/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Chillicothe, OH
  • Prudential Advisors is looking for an experienced financial professional in the Chillicothe area that is interested in w...
  • 4/21/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Washington Court House, OH
  • Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interest...
  • 4/21/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Lancaster, OH
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/21/2024 12:00:00 AM

Chillicothe (/ˌtʃɪlɪˈkɒθi/ CHIL-i-KOTH-ee) is a city in and the county seat of Ross County, Ohio, United States. Located along the Scioto River 45 miles south of Columbus, Chillicothe was the first and third capital of Ohio. It is the only city in Ross County and the center of the Chillicothe Micropolitan Statistical Area (as defined by the United States Census Bureau in 2003). The population was 21,901 at the 2010 census. Chillicothe is a designated Tree City USA by the National Arbor Day Foundation. Chillicothe is located at 39°20′11″N 82°59′2″W / 39.33639°N 82.98389°W / 39.33639; -82.983...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$102,473 to $146,831
Chillicothe, Ohio area prices
were up 1.3% from a year ago