Wealth Management Specialist, Sr. jobs in Danbury, CT

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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Management
  • Dunkin' | Donuts by WJD Corp
  • Brewster, NY FULL_TIME
  • As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees, and we make it a priority to ensure their success.


    Management Job Description

    Responsibilities:

    • Delegating responsibilities and supervising business operations
    • Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities.
    • Resolving conflicts or complaints from customers and employees.
    • Monitoring store activity and ensuring it is properly provisioned and staffed.
    • Analyzing information and processes and developing more effective or efficient processes and strategies.
    • Establishing and achieving business and profit objectives.
    • Maintaining a clean, tidy business, ensuring that signage and displays are attractive.
    • Generating reports and presenting information to upper-level managers or other parties.
    • Ensuring staff members follow company policies and procedures.
    • Other duties to ensure the overall health and success of the business.

    M Requirements:

    • Management, or related field experience.
    • More education or experience may be preferred or required.
    • Ability to analyze processes and information, identify problems and trends, and develop effective solutions and strategies.
    • Commitment to providing exceptional service to customers and support to staff members.
    • Understanding of business management, financial, and leadership principles.
    • Excellent communication, interpersonal, leadership, coaching, and conflict resolution skills.
    • Time and project management skills.







    Benefits of working for a Dunkin' franchisee:

    • Competitive wages
    • Awesome team-oriented environment
    • Lots of potential for growth within the company for those who work hard
  • 1 Day Ago

G
Management
  • GameStop
  • Fairfield, CT PART_TIME
  • Please Apply to Careers.GameStop.com (Store: 5207 Brewster, NY) SUMMARY With moderate supervision, the Senior Guest Advisor assists the store management team in executing and supervising all store act...
  • 2 Days Ago

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Management
  • GameStop
  • Brewster, NY PART_TIME
  • Please Apply to Careers.GameStop.com (Store: 5207 Brewster, NY) SUMMARY With moderate supervision, the Senior Guest Advisor assists the store management team in executing and supervising all store act...
  • 2 Days Ago

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Management
  • GameStop
  • Carmel, NY PART_TIME
  • Please Apply to Careers.GameStop.com (Store: 5207 Brewster, NY) SUMMARY With moderate supervision, the Senior Guest Advisor assists the store management team in executing and supervising all store act...
  • 2 Days Ago

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Management
  • GameStop
  • Mahopac, NY PART_TIME
  • Please Apply to Careers.GameStop.com (Store: 5207 Brewster, NY) SUMMARY With moderate supervision, the Senior Guest Advisor assists the store management team in executing and supervising all store act...
  • 2 Days Ago

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Management
  • GameStop
  • Patterson, NY PART_TIME
  • Please Apply to Careers.GameStop.com (Store: 5207 Brewster, NY) SUMMARY With moderate supervision, the Senior Guest Advisor assists the store management team in executing and supervising all store act...
  • 2 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Danbury, CT area

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Financial Advisor - New Windsor, NY - Market 13, Region 331
  • Hiring Now!
  • New Windsor, NY
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/19/2024 12:00:00 AM

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Advisor Engagement Specialist - Assistant Vice President
  • iCapital
  • Greenwich, CT
  • iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed h...
  • 4/18/2024 12:00:00 AM

I
Advisor Engagement Specialist - Assistant Vice President
  • icapitalnetwork
  • Greenwich, CT
  • iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed h...
  • 4/18/2024 12:00:00 AM

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Senior Wealth Advisor - SAFE ACT: Resident (On-Site)
  • Citigroup
  • Stamford, CT
  • Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of ...
  • 4/18/2024 12:00:00 AM

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Senior Wealth Advisor - SAFE ACT: Resident (On-Site)
  • Citigroup, Inc.
  • Stamford, CT
  • Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of ...
  • 4/18/2024 12:00:00 AM

I
Global Platform Support - Analyst
  • iCapital
  • Greenwich, CT
  • iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed h...
  • 4/18/2024 12:00:00 AM

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Remote - Life Coach
  • Life Balance Transition
  • Bridgeport, CT
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/18/2024 12:00:00 AM

E
Financial Advisor - New Windsor, NY - Market 13, Region 331
  • Edward Jones
  • New Windsor, NY
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 3/15/2024 12:00:00 AM

Danbury is a city in Fairfield County, Connecticut, United States, located approximately 50 miles (80 km) northeast of New York City making it part of the New York metropolitan area. Danbury's population at the 2010 census was 80,893. Danbury is the fourth most populous city in Fairfield County, and seventh among Connecticut cities. The city is within the New York combined statistical area and Bridgeport metropolitan area. The city is named for Danbury in Essex, England. It is nicknamed the "Hat City" because for a period in the nineteenth and early twentieth centuries it was the center of the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$121,971 to $174,769
Danbury, Connecticut area prices
were up 1.7% from a year ago