Wealth Management Specialist, Sr. jobs in Fort Smith, AR

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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Configuration Management Specialist
  • Integral
  • Fort Smith, AR FULL_TIME
  • Overview

    Configuration Management Specialist

    Location: Fort Smith, AR

    Clearance: TS/SCI

     

    The Configuration Management Specialist will provide Configuration Management (CM) support services for the Air National Guard (ANG) 181 Intelligence Support Squadron (ISS) and common user communication computer systems.

    Responsibilities

    · Ensure that unit mission system configuration documentation is accurately continuously maintained and verified.

    · Support validation of configuration plans prior to initiation of an approved system modification request within five (5) days of notification from the Government.

    · Ensure that all planned weapon system modifications have been documented and approved via the Security Impact Analysis (SIA) process on JWICS prior to the commencement of any modification.

    · Ensure that all draft documentation prepared for installations are simultaneously updated to reflect what was installed during the modification.

    · Prepare feedback documentation for each installation or modification once the site within working three days (3) of acceptance of the modification.

    · Ensure delivered configuration drawings are accurate and maintained at site for use as planning documents upon initial installation and at least annually thereafter.

    · Document the activities of all site surveys as needed. Action items resulting from such surveys shall be tracked and status updates provided monthly.

    · Ensure CM activities do not conflict with ongoing active operational missions and mandatory training events. The contractors shall keep the Government informed of all CM actions.

    · Support and track all system modifications and deficiency reports.

    · Provide support to unit personnel on drafting Modification Proposal AF Form 067s and assist in reviewing all forms for accuracy prior to submittal to the appropriate program office.

    · Ensure Deficiency Reports are thoroughly and accurately completed prior to submission into the logistics processing system.

    · Track status of new capability requirements, deficiency reports, change requests, and trouble tickets to provide site leadership with the current state and up-to-date information on a monthly basis.

    · Track installation planning for site upgrades and maintain a site timeline depicting the original and adjusted plans for all incoming capability modifications on a monthly basis.

    Qualifications

    Required:

     

    · High school diploma or equivalent and at least 8 to 10 years of experience in the field or a related area OR

    · Associate degree and at least 4 to 6 years of related experience OR

    · Bachelor’s degree and at least 2 years of related experience.

    · Experience working in software system development and sustainment as a software developer, analyst, systems engineer, CM Specialist or CM systems administrator

    · Ability to communicate in a clear and concise manner with success working in Integrated Product Teams (IPTs)

    · Knowledge of Microsoft Office Suite (Word, Excel & Power Point)

    · Strong organizational skills, attention to detail and excellent follow-through skills are required.

    · Possess a TS/SCI Clearance

    Company Overview

    Integral partners with federal defense, intelligence, and civilian leaders to tackle their most important challenges and deliver positive outcomes. Since our founding in 1998, we have helped clients leverage existing and emerging technologies to transform their enterprises, empower growth, drive innovation, and build sustainable success. The forward-leaning solutions we deliver are tailored to each mission with a focus on keeping our nation safe and secure.

     

    Integral is headquartered in Tysons Corner, VA and serves clients throughout the country.

     

    We offer a comprehensive total rewards package including paid parental leave and immediate vesting in our 401(k). Give us a try and become part of a curated group of professionals at Integral Federal!

     

    Our package also includes:

    · Medical, Dental & Vision Insurance

    · Flexible Spending Accounts

    · Short-Term and Long-Term Disability Insurance

    · Life Insurance

    · Paid Time Off & Holidays

    · Earned Bonuses & Awards

    · Professional Training Reimbursement

    · Paid Parking

    · Employee Assistance Program

     

    Integral is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, military/veteran status, physical or mental disability, or any other protected class.

  • 1 Month Ago

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Configuration Management Specialist
  • Integral Federal, Inc
  • Fort Smith, AR FULL_TIME
  • Configuration Management Specialist Job Locations US-AR-Fort Smith # of Openings 1 Category Information Technology Clearance Top Secret/SCI Clearance Status Active Overview Configuration Management Sp...
  • 1 Month Ago

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Management
  • McAlister's Deli
  • Fort Smith, AR FULL_TIME
  • Management We are currently looking for a hard working team member to join our staff in a management role. We offer competitive pay and the opportunity to work in a fast paced environment. Weekdays, n...
  • 12 Days Ago

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Sr Teller
  • CEN
  • Fort Smith, AR FULL_TIME
  • GENERAL DESCRIPTION OF POSITION The Senior Teller conducts transactions with speed, accuracy, and efficiency while meeting or exceeding service quality standards. This role safeguards bank assets assi...
  • 13 Days Ago

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Sr. R&D Food Technologist
  • Source Recruitment Solutions
  • Fort Smith, AR FULL_TIME
  • Position: Sr. R&D Food Technologist Location: Fort Smith, Arkansas Hybrid opportunity / Work from Home on occasion Salary: $80K up (Depends on number of years’ experience) This is a FULL TIME permanen...
  • 19 Days Ago

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Lead Maintenance Technician
  • CAF Management
  • Broken Bow, OK FULL_TIME
  • Purpose: This job description provides an overview of the experience, essential functions, physical and other requirements, working environment and non-essential job functions for this position at CAF...
  • 1 Month Ago

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0 Wealth Management Specialist, Sr. jobs found in Fort Smith, AR area

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Compensation Specialist
  • University of Arkansas System
  • Fort Smith, AR
  • Current University of Arkansas System employees, including student employees and graduate assistants, need to log in to ...
  • 4/25/2024 12:00:00 AM

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Clinic Patient Access - Patient Service Agent, (Fort Smith)
  • Mercy
  • Fort Smith, AR
  • We're a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and ex...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Fort Smith, AR
  • Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
  • 4/25/2024 12:00:00 AM

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Engineering/Supply Chain/Manufacturing Recruiter (Argentina)
  • 1840 & Company
  • Fort Smith, AR
  • Job Description:Our client is a staffing organization with extensive experience recruiting professionals in the Engineer...
  • 4/24/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Fort Smith, AR
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Greenwood, AR
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Remote - Life Coach
  • Life Balance Transition
  • Fort Smith, AR
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Fort Smith, AR
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Fort Smith is the second-largest city in Arkansas and one of the two county seats of Sebastian County. As of the 2010 Census, the population was 86,209. With an estimated population of 88,037 in 2017, it is the principal city of the Fort Smith, Arkansas-Oklahoma Metropolitan Statistical Area, a region of 298,592 residents that encompasses the Arkansas counties of Crawford, Franklin, and Sebastian, and the Oklahoma counties of Le Flore and Sequoyah. Fort Smith has a sister city relationship with Cisterna, Italy, site of the World War II Battle of Cisterna, fought by United States Army Rangers c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$96,713 to $138,577
Fort Smith, Arkansas area prices
were up 1.2% from a year ago