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)
DESCRIPTION:
Small district outside of Goshen, IN.
7-12 building with around 800 students.
Math Position - Math 7, Math 8, Pre Algebra, Algebra - possibly higher levels of classes depending on student enrollment
1:1 environment with Chromebooks.
Working knowledge of the Google suite including Google classroom
Participate in curriculum review and design.
Implement a variety of effective instructional strategies consistent with lesson objectives.
Diagnose and evaluates student abilities and progress in a timely and consistent manner.
Monitor student progress and adjust instruction accordingly.
Plan a program of study that meets the individual needs, interests, and abilities of the students.
Create a classroom environment that is conducive to learning.
Assess the accomplishments of students on a regular basis and provide progress reports as required.
Refer students for alternative services as provided by the District (ESL, Reading, Special Reading).
Effectively implement district initiatives.
Effectively collaborate with department and grade level teachers.
CONTRACTED DAYS:
180 student days
4 Teacher work days
QUALIFICATIONS:
Candidates must hold a valid Indiana teacher's
To apply, please click on the following link: https://fairfieldcsd.tedk12.com/hire/index.aspx
Job Type: Full-time
Pay: From $44,000.00 per year
Schedule:
Work Location: In person
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