Wealth Management Specialist, Sr. jobs in Florence, 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)
Recently Added Wealth Management Specialist, Sr. jobs
- Food Management Search
-
Muscle Shoals, AL
FULL_TIME
-
Opportunity to join a chemical leader as the Subject Matter Expert for the site PSM program. Develop the strategy and goals for the Process Safety Program to meet regulatory compliance requirements as well as mitigating risk.
Primary Responsibilities:
--Improve OSHA PSM programs and initiatives for the site to meet regulatory requirements.--Maintain and utilize industry leading PSM metrics including API-754 events, Safety System Functions, MOC and PHA recommendations tracking, ensuring visibility to drive performance.--Support site Process Hazards Analysis (PHA) and Layers of Protection Analysis (LOPA).--Lead and follow-up on effective Root Cause Analysis investigations of operational events and PSM incidents, ensuring appropriate, timely and effective corrective actions. Develop expertise in FMEA, Hazop and/or Fault Tree analysis.--Serve as the Subject Matter Expert and oversee the site MOC and PSSR programs, providing direct support and expertise in the process.--Develop short and long-term PSM objectives, targets, strategies, and measures that prioritize and mitigate risk.--Execute against a developed annual H&S and PSM plan using a systematic approach with effective and transparent measures.--Maintain detailed connection to the operating units, maintenance activities, and project engineering such that risks and projects are understood.--Coordinate with site contacts in the collection, maintenance and management of site Process Safety Information, ensuring easy access for use and inspections.--Work collaboratively with Corporate EHS/PSM team and other sites to develop the overall capability, driving for best practice and consistency.--Build knowledge and expertise in plant systems to drive progress, change, repairs, and solutions to day-to-day problems and challenges. Remove barriers to progress.--Work with the site reliability team to ensure required inspections are scheduled, coordinated with outages, conducted, records kept, findings understood and addressed per expert recommendations.--Coordinate with the Environmental Lead on site RMP program elements ensuring adequate controls for worse case and alternative case controls and compliance assurance.--Maintain and ensure an effective PSM training capability and robust employee involvement in the PSM program.Qualifications:--BS Chemical Engineering degree with 3 years experience in Process Engineering dealing with PSM regulations and compliance in chemical, refinery, pulp & paper or related plant sites.--Experience with PHAs, LOPAs, FMEA, HAZOP, Fault Tree analysis, MOC, and PSSR programs.--Good computer skills, MS Office, and some database exposure - 14 Days Ago
- SR COMPANIES LLC
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Muscle Shoals, AL
OTHER
- Job Details Job Location: The Pearl of the Shoals - Muscle Shoals, AL Salary Range: Undisclosed DescriptionQualificationsLanguage Ability: Ability to read and comprehend simple instructions, short cor...
- 16 Days Ago
- Constellium
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Muscle Shoals, AL
FULL_TIME
- Context and Primary Purpose: Quality Management Specialist performance is a key part of an established, robust and value-added Quality Management Systems in compliance with the requirements and regula...
- 1 Month Ago
- Internal Revenue Service
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Florence, AL
FULL_TIME
- Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at w...
- 1 Month Ago
- C.L.H. South & Co.
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Tuscumbia, AL
CONTRACTOR
- Overview:We are seeking a highly organized and proactive Project Manager to join our team. The Project Manager will be responsible for overseeing multiple projects from initiation to completion, ensur...
- 13 Days Ago
- Arbys
-
Muscle Shoals, AL
FULL_TIME
- RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
- 6 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Florence, AL area
- Vital Care of Northwest Alabama
-
Florence, AL
- Job Summary The pharmacy technician assists with the compounding of sterile preparations in compliance with regulatory r...
- 4/18/2024 12:00:00 AM
- Confidential
-
Florence, AL
- The ideal candidate will be responsible for sales performance, customer satisfaction, and staff training and development...
- 4/18/2024 12:00:00 AM
- Modern Woodmen of America
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Savannah, TN
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/16/2024 12:00:00 AM
- Valley Smiles Dental Care
-
Athens, AL
- General Dentist Valley Smiles Dental Care, is looking for a General Dentist to join our team. About Valley Smiles Dental...
- 4/15/2024 12:00:00 AM
- Modern Woodmen of America
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Florence, AL
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/15/2024 12:00:00 AM
- Under Armour
-
Muscle Shoals, AL
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/14/2024 12:00:00 AM
- Regional Finance
-
Florence, AL
- Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our cu...
- 4/14/2024 12:00:00 AM
- Under Armour
-
Tuscumbia, AL
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/14/2024 12:00:00 AM
About Florence, Alabama
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