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)
Responsible for leading purchasing activities for sourcing and procurement of materials, purchase requisition review, supplier selection, order placement and follow up.
Essential Functions
Corporate:
EHS:
Technical:
Leadership:
Education
Reporting
Competency Requirements
Communicates critical issues to Team Leader, Group Leader, Asst. Manager or Manager in a timely manner; cooperate in creating a positive work environment; gives input to achieve improvements with Leadership; works to meet unit/department goals; work with Leadership (as assigned) to develop and implement countermeasures to eliminate root cause and prevent problem recurrence; provide data as needed.
CORE COMPETENCIES
TECHNICAL COMPETENCY*
Displays knowledge & skills necessary to perform assigned duties; understands Processes, procedures, standards, methods and technologies related to assignments; demonstrates functional/technical literacy; participates in measuring outcomes of work; keeps current on new developments in field of expertise: effectively uses available technology (automation, software, etc.)
*Applies companywide but are specifically defined per position essential functions.
Physical Demands and Work Environment
This position is in an office environment.
Physical Task | Demand | Remark | Physical Task | Demand | Remark |
Stand / Walk | Occasional (6-33%) |
| Forceful Grip | Rare (1-5%) |
|
Sit | Constant (>67%) |
| Fine Manipulation | Constant (67-100%) | Computer work |
Bend/Stoop/Squat | Rare (1 - 5%) |
| Lift | Rare (1 – 5 reps) | 15 lb max(package) |
Forward Reach | Rare (1-5%) |
| Carry | Rare (1 – 5 reps) | 15 lb max (package) |
Overhead Reach | Rare (1 - 5%) |
| Push / Pull | Rare (1 – 5 reps) | 10 lb max |
Position Requirements and Qualifications
Software Skills Required
Other Information
Qualifications
This role description is a guideline and does not create contractual rights between the Company and any of its employees. The Company does not enter into any type of employment contract, implied or written, with its employees regarding job security. This Organization Participates in E-Verify. We maintain a drug free workplace and perform pre-employment substance abuse testing.
Clear All
0 Wealth Management Specialist, Sr. jobs found in Columbus, GA area