Wealth Management Specialist, Sr. jobs in Dothan, AL

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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Information Management Specialist
  • Navigator Development Group
  • Fort Rucker, AL FULL_TIME
  •  

    Job: Information Management Specialist
    Location: Fort Rucker, AL
    Schedule: Full time
    Security Clearance: SECRET

    The government requires all federal contractors to be fully vaccinated for Covid 19 by Dec. 8, 2021

    Summary of Responsibilities:    

        The Directorate of Simulation’s (DOS) core mission is to support and enable Initial Military Training (IMT) and Professional Military Education (PME) training & education efforts, which utilize Live Virtual Constructive Gaming (LVC-G) simulation capabilities and infrastructure. Additionally, the DOS supports other key mission areas, which include: 

        Planning, coordinating, developing, and maintaining advanced simulation training capabilities.
        Supporting collective training events and exercises for agencies external to the United States Army Aviation Center of Excellence (USAACE).
        Supporting Live Virtual Constructive Gaming (LVC-G) simulation capabilities and infrastructure.
        Supporting USAACE directed conferences and meetings.
        Supporting the integration of the Flight School XXI (FSXXI) simulators and systems into the DOS Network Architecture.
        Supporting the Aviation Resource Training System (ARTS) in Warrior Hall. 

    The DOS mission also requires:

        Information Assurance support (IA)
        Information Management (IMO) support
        Property control and inventory for hardware and software
        Monitoring building access control points
        TRADOC Accreditation and Authority to Operate (ATO) for the DOS Stand-alone/Closed Restricted Network
        Video Teleconference (VTC) system setup and support
        Gaming based simulation support

    Essential Duties and Responsibilities:    

        Provide desktop computer support on the NIPR and SIPR network, which includes the installation, configuration, and upgrade of software, hardware, and peripheral devices.
        Perform Help Desk functions by troubleshooting software and hardware issues and working with Government and contractor clients in the DOS, G6, and Network Enterprise Center (NEC) to resolve unusual or more complicated problems.
        Assist with the maintenance of network-based capabilities that support unclassified and classified voice, data, and video teleconferencing.
        Track, maintain, and update Information Technology Capability Requests (CAPRs) and submit to the appropriate agencies or individuals for approval.
        Perform Help Desk functions for phone-related issues, submit relocation documentation to NEC for phone line moves, submit documentation to NEC for additional phones, review long-distance calls and brief the DOS Director on any issues or questions, and install/relocate phones when necessary.
        Submit all required Army Enterprise Service Desk (AESD) tickets and interface with NEC for all NIPR, SIPR, and phone issues.
        Provide Help Desk functions: troubleshoot software and hardware issues with the ARTS systems, and work with Government representatives and agencies (NEC and/or G6) to resolve more complicated problems.
        Submit and track AESD tickets for all issues that require the NEC’s support above local DOS control.
        Request, issue, and maintain all phone PINs for DOS military, civilian, and contractor employees.
        Attend all IMO meetings requested by the G6/NEC.
        Support and adhere to all NEC/G6 requests for information, upgrades, or support to the NIPR/SIPR computers and systems.
        Support DOS conferences, meetings, workgroups, forums, and tours that utilize the AAR or conference rooms.
        Provide daily operator support for the computer and Audio/Video systems in the AAR room and other areas utilized for the USAACE Commanding General’s Aviation Senior Leaders Forum (AvSLF) the week prior to and the week of the event.

    Required Professional Qualifications:

        Associate or bachelor’s degree preferred
        Shall have and maintain a current SECRET clearance
        CompTia A
        CompTia Network
        CompTIA Security
        Microsoft MDAAC Windows 10 (MD10 and MD101)
        DOD Information Awareness Fundamentals
        DOD Information Assurance Awareness


  • 9 Days Ago

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Risk Management Specialist, SERE-C
  • Yorktown Systems Group
  • Fort Rucker, AL FULL_TIME
  • EEO STATEMENT Yorktown Systems Group, Inc. is an Equal Opportunity Employer. No employee or applicant for employment is denied equal opportunity because of race, color, sex, national origin, religion,...
  • 19 Days Ago

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Risk Management Specialist, SERE-C
  • Careers — The Unconventional
  • Fort Rucker, AL FULL_TIME
  • EEO STATEMENT Yorktown Systems Group, Inc. is an Equal Opportunity Employer. No employee or applicant for employment is denied equal opportunity because of race, color, sex, national origin, religion,...
  • 20 Days Ago

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Financial Specialist Assistant (8:30a-5p)
  • NHS MANAGEMENT, LLC
  • Ozark, AL FULL_TIME
  • Working with us means being part of something special: A team that is passionate about making an impact on our patients’ lives each and every day. Unlike the typical hospital setting, our facility off...
  • 14 Days Ago

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Management Trainee
  • GLI
  • Abbeville, AL FULL_TIME
  • Greenbush Logistics, Inc. is seeking a Management Trainee. In this position, the Management Trainee is exposed to all business and industry aspects for the ultimate on-the-job learning experience. If ...
  • Just Posted

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Management Trainee
  • SmartLam North America
  • Dothan, AL FULL_TIME
  • POSITION TITLE: Management Trainee REPORTS TO: Plant Manager POSITION DESCRIPTION: The Management Trainee position is responsible for assisting the Production Supervisor and Plant Manager in overseein...
  • Just Posted

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0 Wealth Management Specialist, Sr. jobs found in Dothan, AL area

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Financial Analyst
  • CAE USA
  • Dothan, AL
  • Who We Are: CAE Vision: Our vision is to be the worldwide partner of choice in defense and security, civil aviation, and...
  • 3/28/2024 12:00:00 AM

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Financial Services Representative
  • World Finance
  • Dothan, AL
  • World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trus...
  • 3/28/2024 12:00:00 AM

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Truss Plant Foreman (1st Shift)
  • TOWNSEND BUILDING SUPPLY INC
  • Dothan, AL
  • Job Details Job Location Truss Plant - Dothan, AL Position Type Full Time Education Level Not Specified Travel Percentag...
  • 3/28/2024 12:00:00 AM

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Beauty Consultant - Wiregrass Commons
  • JCPenney
  • Dothan, AL
  • General Description General Description The Beauty Consultant is responsible for providing a personalized, engaging and ...
  • 3/28/2024 12:00:00 AM

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Travel Nurse RN - Med Surg / Telemetry - $1,674 per week
  • PRN Healthcare
  • Dothan, AL
  • Trustaff is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Dothan, Alabama. Job Description ...
  • 3/28/2024 12:00:00 AM

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Travel Nurse RN - Med Surg - $1,638 per week
  • PRN Healthcare
  • Dothan, AL
  • Uniti Med is seeking a travel nurse RN Med Surg for a travel nursing job in Dothan, Alabama. Job Description & Requireme...
  • 3/28/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Dothan, AL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/27/2024 12:00:00 AM

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To Go Specialist
  • Cheddar's
  • Dothan, AL
  • Our To Go Specialists are food experts who love to recommend their favs to guests who want to eat at home, work or anywh...
  • 3/26/2024 12:00:00 AM

Dothan /ˈdoʊθən/ is a city in Dale, Henry, and Houston counties in the U.S. state of Alabama. It is the county seat of Houston County and the seventh largest city in Alabama, with a population of 65,496 at the 2010 census. It is near the state's southeastern corner, approximately 20 miles (32 km) west of the Georgia state line and 16 miles (26 km) north of Florida. It is named after the biblical city, the place where Joseph's brothers threw him into a cistern and sold him into slavery in Egypt. Dothan is the principal city of the Dothan, Alabama metropolitan area, which encompasses all of Gene...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$95,090 to $136,259
Dothan, Alabama area prices
were up 1.3% from a year ago