Wealth Management Specialist, Sr. jobs in Dayton, 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)

C
J.P. Morgan Wealth Management – Executive Director, Market Director of Wealth - Ohio
  • Chase- Candidate Experience page
  • Dayton, OH FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

    As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.

    Job responsibilities
    • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
    • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
    • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
    • Be a visionary who influences the use of technology to meet the customers’ needs of today and the future; Set the tone of commitment to diversity and inclusion
    • Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
    • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
    • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

    Required qualifications, capabilities, and skills
    • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
    • Ability to travel 50% of the time
    • A valid and active FINRA Series 7, 66 (or equivalent) is required
    • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
    • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
    • High degree of investment services and product acumen and keen interest in the financial markets
    • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
    Preferred qualifications, capabilities, and skills
    • Bachelor’s Degree preferred 

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

  • 1 Month Ago

U
Traffic Management Specialist
  • US Defense Contract Management Agency
  • Dayton, OH FULL_TIME
  • Duties Provides technical assistance to contractors and to DCMA personnel on transportation matters. Performs surveillance over contractor traffic management plans, procedures, and operations Monitors...
  • 1 Month Ago

C
Information Technology Management Support Specialist
  • Credence Management Solutions, LLC
  • WPAFB, OH FULL_TIME
  • Overview Credence Management Solutions, LLC, is hiring an Information Technology Management Support Specialist who will be primarily responsible for supporting HQ AFMC at WPAFB, OH. Responsibilities A...
  • 21 Days Ago

G
Sr Program Management Manager
  • GE
  • Vandalia, OH OTHER
  • Job Description SummaryLead the cross functional team to deliver on all program(s) deliverables within the terms and conditions of the contract and business case. Impacts the team’s ability to achieve...
  • 5 Days Ago

A
Sr. Training Specialist
  • ADVICS
  • Lebanon, OH FULL_TIME
  • SummaryThe Corporate Senior Training Specialist will support and establish effective training and development programs and processes to improve the safety, quality, and productivity of all team member...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

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

F
Consumer Banker III (South Gilmore)
  • First Financial Bank
  • Fairfield, OH
  • We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as ...
  • 3/28/2024 12:00:00 AM

T
Sales Agent - Remote
  • The Maddox Agency
  • Kettering, OH
  • Job Description Job Description Position: Field Agent Underwriter / Leadership Position Employment Type: Full time and P...
  • 3/28/2024 12:00:00 AM

T
Financial Representative
  • The Western and Southern Life Insurance Company
  • Miamisburg, 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...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Dayton, OH
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Dayton, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

R
CNC Lathe Machinist- 2nd shift
  • Rhinestahl Corporation
  • Mason, OH
  • Overview: Rhinestahl Corporation, established in 1967, is privately held with headquarters in Mason, Ohio and multiple f...
  • 3/26/2024 12:00:00 AM

F
Consumer Banker II (Ross)
  • First Financial Bank
  • Hamilton, OH
  • We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as ...
  • 3/25/2024 12:00:00 AM

V
Voya Financial Advisors Dayton
  • Voya Financial Advisors
  • Dayton, OH
  • Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit busine...
  • 3/24/2024 12:00:00 AM

Dayton (/ˈdeɪtən/) is the sixth-largest city in the state of Ohio and the county seat of Montgomery County. A small part of the city extends into Greene County. The 2017 U.S. census estimate put the city population at 140,371, while Greater Dayton was estimated to be at 803,416 residents. This makes Dayton the fourth-largest metropolitan area in Ohio and 63rd in the United States. Dayton is within Ohio's Miami Valley region, just north of Greater Cincinnati. Ohio's borders are within 500 miles (800 km) of roughly 60 percent of the country's population and manufacturing infrastructure, making t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$107,202 to $153,614
Dayton, Ohio area prices
were up 1.3% from a year ago