Wealth Management Specialist, Sr. jobs in Columbus, GA

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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Purchasing/ Sales Sr. Specialist
  • Hyundai Transys Georgia Powertrain, Inc
  • West Point, GA FULL_TIME
  • Position Summary

    Responsible for leading purchasing activities for sourcing and procurement of materials, purchase requisition review, supplier selection, order placement and follow up.  

    Essential Functions

    Corporate:

    • Adheres to the Hyundai Transys Georgia Powertrain (HTGP)  and procedures
    • Learns, demonstrates and upholds HTGP Core Values
    • Complies with all HTGP Certification standards; Management System (IATF16949), Environmental ISO 14001 and Health and Safety ISO 45001 policies and procedures
    • Treats all HTGP team members with respect and professional courtesy
    • Always strives to maintain a positive work environment
    • Manages the department budget efficiently as per approved annual budget
    • Performs additional assignments / duties as required by management

     

    EHS:

    • Adheres to all safety policies and procedures
    • Complies with all safety policies and 5S clean philosophy to maintain a safe, clean working environment
    • Consistently meets company safety goals

     

    Technical:

    • Monitors and troubleshoots U.S. Custom tariff issues and cooperate with Hyundai Transys Georgia Powertrain to match Harmonized Tariff Schedule (HTS) code and Certification of Origin.
    • Source and procure materials, equipment and services that meet specifications and schedules in the most cost effective manner, taking into account price, schedule and delivery as well as past supplier performance and quality. 
    • Use the Vaatz System to Review and analyze purchase requisitions, investigate and develop sources of supplies, prepares Request for Quote (RFQ) and review and evaluate quotes.
    • Issue purchase orders in accordance with the company policies and procedures.
    • Expedite orders as required
    • Negotiate pricing with Vendors.
    • Follow up on Backorders daily.
    • Create and maintain vendor(s) in Vaatz and SAP.
    • Communicate to all group leaders, team leaders concerning Vaatz requirements.
    • Negotiate terms and conditions including material price with vendors for New Projects
    • Responsible for Project and Construction pricing comparison, then selecting Vendor and deciding price.
    • Create/maintain yearly Maintenance vendor contracts.
    • Create/maintain a Supplier Pool list in Vaatz.
    • Maintain the ACE portal for Customs Clearance.
    • Additional duties as assigned. 

    Leadership:

    • Documents all activities in a timely manner
    • Works well with others and promote a positive team-orientated work environment
    • Demonstrates an active understanding of policies
    • Promotes Department goals by supporting department objectives towards continuous improvement
    • Maintain confidentiality

     

    Education

    • High School/GED
    • 4 Year Bachelor Degree or comparable background of work related experience in Purchasing, Supply Chain Management, Economics or Finance 

    Reporting

    • Reports to: Purchasing Assistant Manager or designee
    • Direct Reports:  0


    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

    1. Communication: Works to insure respectful, timely, accurate and appropriate communication across all levels of the organization.
    2. Initiative: Identifies problems and takes action in light of this identification to address current or future problems. Proactively does things and does not simply think about future actions.
    3. Engagement: Engages team members in developing goals, executing plans and delivering results (output). Motivates team members through clear and consistent communication. Models adaptability. Uses collaboration and influence skills to achieve successful outcomes.
    4. Leads by Example: Sets a good example for subordinates to follow. Does not ask subordinates to do anything he/she is not willing to do.
    5. Customer Service Orientation: Focuses efforts on discovering and meeting the customer’s needs. Develops trust in all relationships internally and externally.
    6. Work Habits: Efficiently organizes and executes assignments. Demonstrates self-discipline and reliability.
    7. Analytical Skills / Problem Solving: Understands situations, problems, or issues by breaking them down into smaller pieces, or tracing the implications of a situation in a step-by-step way. Systematically organizes the parts of problems. Makes systematic comparisons of data or aspects, prioritizing, planning, and developing countermeasures.
    8. Flexibility / Adaptability:   Adapts and works effectively in a variety of situations and with various individuals or groups. Seeks and appreciates opposing perspectives on issues. Adapts approach as the requirements of the situation change. Changes or easily accepts change in organization or job requirements.
    9. Works Safely: Strives for an accident-free workplace. Keeps safety at the “heart” of everything done. Treats safety as a personal responsibility and sees oneself as being responsible for the safety of others.
    10. Team Work: Contributes meaningfully to work group efforts by offering new ideas for improvement. Demonstrates a cooperative manner in dealing with supervisors and other team members. Does his/her part toward group efforts.
    11. Mutual Respect and Support: Works cooperatively with others. Welcomes and takes advantage of opposing ideas and opinions. Is always respectful to others. 


    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

    • 3 years’ experience in purchasing related experience (Automotive industry preferred)
    • Knowledge of Purchasing guidelines and programs
    • Knowledge of U.S. Custom regulations and recommendations
    • Experience with Purchasing systems 
    • Self-motivation and ability to work with little direction 
    • Excellent oral communication and listening skills
    • Outstanding organizational skills

     Software Skills Required

    • MS-Excel
    • MS-PowerPoint
    • MS-Word
    • MS-Outlook
    • SAP
    • VAATZ

    Other Information

    • Position may require domestic or international travel. 
    • Flexibility in working hours to include nights, weekends and holidays as required.
    • OT required as needed.
    • Tier-1 Automotive Manufacturing experience preferred.
    • Cross Cultural Experience is preferred

    Qualifications

    • Must be at least 18 years of age. 
    • Must be eligible to work in the United States and possess the basic ability to read, write and communicate in English. 
    • Must satisfactorily complete HTGP hiring process requirements, which includes phone interview, in-person interview, medical and functional assessment, drug screen and background check. 
    • Candidates must be able to work some overtime hours and occasional weekend days. 
    • Candidates must be capable of working on their feet for long periods, demonstrating hand dexterity and tolerating repetitious work patterns.

    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.

  • 1 Month Ago

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Machining Sr. Specialist
  • Hyundai Transys Georgia Powertrain, Inc
  • West Point, GA FULL_TIME
  • Position SummaryMachining Specialist utilizes skills to evaluate, develop and improve the manufacturing processes and methods in the machining department while also focusing on safety, quality, and pr...
  • 1 Month Ago

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Finance and Accounting Specialist / Sr. Specialist
  • Hyundai Transys Georgia Powertrain, Inc
  • West Point, GA FULL_TIME
  • Position Summary:Responsible for financial records, makes sure the appropriate taxes are paid by federal and state deadlines, assists in overseeing efficient use of funds and related tasks.Essential F...
  • 1 Month Ago

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Visitor Management Specialist
  • Wellstar Health System, Inc.
  • La Grange, GA FULL_TIME
  • Facility: Wellstar West Georgia Medical Center Job Summary: The Security Ambassador will play a crucial role in maintaining a safe and secure environment within the hospital premises. This position op...
  • 8 Days Ago

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Visitor Management Specialist
  • Wellstar Health System, Inc.
  • La Grange, GA FULL_TIME
  • Facility: Wellstar West Georgia Medical Center Job Summary: The Security Ambassador will play a crucial role in maintaining a safe and secure environment within the hospital premises. This position op...
  • 8 Days Ago

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Knowledge Management Specialist
  • People, Technology & Processes
  • Fort Benning, GA FULL_TIME
  • Job Title: KM Specialist Job Location: Fort Benning, GA Salary: Competitive, Depends on Qualifications Clearance: SECRET Travel: Possible travel is anticipated Purpose People, Technology and Processes...
  • 10 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Columbus, GA area

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Sales Associate at West Georgia Boat Center
  • Brunswick
  • Lagrange, GA
  • **_Are you ready for whats next?_** _Come explore opportunities within Brunswick, a global marine leader committed to ch...
  • 4/26/2024 12:00:00 AM

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Assistant Director Compliance
  • Brickhouse Resources
  • Brookhaven, GA
  • Brickhouse is actively recruiting for two leadership roles with our client located in Brookhaven, GA! Job Title: Assista...
  • 4/26/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Columbus, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Columbus, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Columbus, GA
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Columbus, GA
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/23/2024 12:00:00 AM

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Risk Manager
  • Valley Healthcare System, Inc.
  • Columbus, GA
  • Job Type Full-time Description Valley Healthcare System, Inc., formerly known as Community Health Center of South Columb...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Columbus, GA
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Columbus is one of Georgia's three Fall Line Cities, along with Augusta and Macon. The Fall Line is where the hilly lands of the Piedmont plateau meet the flat terrain of the coastal plain. As such, Columbus has a varied landscape of rolling hills on the north side and flat plains on the south. The fall line causes rivers in the area to decline rapidly towards sea level. Textile mills were established here in the 19th and early 20th centuries to take advantage of the water power from the falls. Columbus was developed along the Chattahoochee River. Interstate 185 runs east of the city, with acc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$98,485 to $141,116
Columbus, Georgia area prices
were up 1.5% from a year ago