Wealth Management Specialist, Sr. jobs in Houston, TX

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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Sr Specialist - IT Client Management
  • IT Client Management - Energy Transfer Family of Partnerships Careers
  • HOUSTON, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!

    Text ETP to 25000 to get started or apply through this web posting if you prefer.

    Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America’s energy.  We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children’s Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more.

     We value all of our employees who make our growth and success possible.  We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.

    Come join our award winning 11,000 strong organization as we fuel the world and each other!

    Summary:

    Energy Transfer is looking for an experienced SCCM administrator with an eye towards the future with newly emerging technologies that will assist to transform the delivery of services within the Client Management's area of responsibility.  The Sr. Specialist position is a hands on technical role within the Client Management team, qualified candidates will have an immediate impact utilizing current solution sets and should be able to closely collaborate with team members, other IT teams and customers to develop robust, well organized plans to implement solutions within short time-frames with minimal risk and interruption of service. 

    Essential Duties & Responsibilities:

    • Packaging and deploying all client applications with PowerShell AppDeploy Toolkit and Microsoft tools (PSADT/AdminStudio/Wise, Microsoft Endpoint Configuration Manager MECM/SCCM)
    • Operating System Deployment (OSD) and Imaging client computers using MECM / MDT Task Sequences.  Upgrading Windows 10/11 OS to latest version using Task Sequences and Feature Updates.
    • Windows Autopilot and working with vendors like HP for device enrollment. Creating Intune Apps in Win32 format for deploying standard Image Core Apps and settings to Autopilot devices.
    • Strong knowledge of Windows PowerShell scripting for task automation.
    • Microsoft Endpoint Configuration Manager MECM/SCCM Administration and managing Infrastructure including site system roles and Distribution Points.  This includes integration with Azure Cloud Services like Azure AD, Comanagement, and Cloud Management Gateway to manage internet connected devices.
    • Troubleshoot all aspects of Configuration Manager issues related to client devices, supported servers, logs, SQL, distribution points, role servers and the Primary Site server.
    • Effectively engineer at an enterprise level all aspects of Configuration Manger to include but not limited to: OS deployment, servicing, patching, replications, SQL queries, inventory, reporting, software metering, and power management
    • Managing local workstation admin rights and privilege elevation using tools such as Microsoft LAPS and BeyondTrust Privilege Management
    • Maintain and deploy GPOs, across multiple domains, which affect the client machines or end users
    • Managing and providing support for mobile devices, tablets and tough books/rugged notebooks using Microsoft Endpoint Manager (Intune)
    • Providing desktop/laptop/mobile solutions for different functionalities required from the main offices and field locations (where several real time applications run on the client machines, for measurement and management of the pipelines)
    • Resolving Remedy incident tickets that are escalated for Tier 3 support from the Service Desk
    • Patching all the client machines monthly with the Microsoft Security updates and other third-party application updates (Chrome/Firefox)
    • Maintain the System Center Endpoint Protection (SCEP) and make sure the Anti-virus definitions/signatures are up to date all the time.
    • Remediate MECM/SCCM client and SCEP client issues
    • Backup the data stored locally on the client machines and provide restore services using Veeam Backup
    • Setting up and managing the remote management tools and standards using Dameware
    • Upgrading and maintaining all the tools and infrastructure necessary to provide the above services
    • Managing a schedule to assure projects are completed on time and within budget
    • Planning and testing the DR/BCP procedures
    • The ideal candidate must have 5-8 years’ experience with the latest version of SCCM, MECM and related technologies. 

    Requirements:   Education and/or Experience, Knowledge, Skills and Abilities:

    To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:

    • The ideal candidate must have 5-8 years’ experience with the latest version of SCCM, MECM and related technologies.
    • Need to be able to manage multiple projects simultaneously
    • Candidate must be able to work under deadlines and quick turnaround projects like Mergers and Acquisitions.
    • Ability to maintain a positive and friendly attitude all the time
    • Strong service orientation required

    Required experience is commensurate with the selected job level:

    • The Senior IT Specialist level requires a Bachelor’s degree or equivalent experience and 5-8 years of relevant job related experience
    • The Lead IT Specialist level requires a Bachelor’s degree or equivalent experience and 8 years of relevant job related experience
    • The Principal IT Specialist level requires a Bachelor's degree or equivalent experience and 10 years of relevant job related experience.

    Working Conditions:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  

    1. Usually, normal office working conditions.
    2. Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing. 
    3. Occasional overnight travel may be required.

    #LI-CK1

    An equal opportunity employer/disability/vet
     
    Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.
     
    The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job. 
     
    DISCLAIMER: The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
  • 1 Month Ago

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Sr Specialist - IT Client Management
  • Energy Transfer LP
  • Houston, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!Text ETP to 25000 to get started or apply through this w...
  • 2 Months Ago

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Sr Specialist - IT Client Management
  • Energy Transfer Family of Partnerships
  • HOUSTON, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!Text ETP to 25000 to get started or apply through this w...
  • 2 Months Ago

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Paraplanner
  • Manske Wealth Management
  • Houston, TX FULL_TIME
  • Are you a team player? Are you extremely organized? Do you enjoy learning new things? If so, we would love to hear from you! Manske Wealth Management is a unique communication-focused wealth managemen...
  • 11 Days Ago

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Registered Client Service Associate
  • Texas Wealth Management, LLC
  • Houston, TX FULL_TIME
  • TEXAS WEALTH MANAGEMENT, LLC, One of Houston’s Most Successful Financial Planning Firms, seeking a CLIENT ACCOUNT MANAGER.TEXAS WEALTH MANAGEMENT, LLC a full-service financial planning firm in Houston...
  • 4 Days Ago

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Finance and Operations Analyst
  • Independent Wealth Management Firm
  • Houston, TX FULL_TIME
  • The Finance and Operations Analyst role will provide critical support in managing portfolio operations including finance and accounting tasks, data entry, data aggregation, procedural development, and...
  • 7 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Houston, TX area

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Global Exploration and Production Services Regional Manager - Editor
  • S&P Global
  • Houston, TX
  • About the Role: Grade Level (for internal use): 11 The Role: The Latin America GEPS (Global Exploration and Production S...
  • 4/19/2024 12:00:00 AM

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Sourcing Specialist
  • Live Nation
  • Houston, TX
  • Job Summary: WHO ARE WE? Live Nation Entertainment is the world's leading live entertainment company, comprised of globa...
  • 4/19/2024 12:00:00 AM

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Financial Advisor
  • Strategic Wealth Designers
  • Houston, TX
  • Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new client...
  • 4/18/2024 12:00:00 AM

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Financial Planner
  • MKP Price & Co, PC
  • Houston, TX
  • Job Description Job Description Holistic Financial Planning At Price Financial LLC and MKP-Price & Co., we specialize in...
  • 4/17/2024 12:00:00 AM

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Recruitment Consultant Financial Services
  • MACKINNON & PARTNERS LLC
  • Seabrook, TX
  • Job Description Job Description The Recruitment Consultant is responsible for identifying potential candidates for our c...
  • 4/16/2024 12:00:00 AM

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Private Wealth Advisor
  • Madison Professional Group- Financial Advisory Recruiters
  • Houston, TX
  • Position Overview: As a Wealth Advisor, you wield the power to make a significant impact on the financial landscape of y...
  • 4/16/2024 12:00:00 AM

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Financial Advisor
  • Strategic Wealth Designers
  • Houston, TX
  • Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new client...
  • 4/15/2024 12:00:00 AM

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Financial Advisor - career shift opportunity
  • Edward Jones
  • New Caney, TX
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 2/6/2024 12:00:00 AM

Houston is located 165 miles (266 km) east of Austin, 88 miles (142 km) west of the Louisiana border, and 250 miles (400 km) south of Dallas. The city has a total area of 627 square miles (1,620 km2); this comprises 599.59 square miles (1,552.9 km2) of land and 22.3 square miles (58 km2) covered by water. The Piney Woods are north of Houston. Most of Houston is located on the gulf coastal plain, and its vegetation is classified as temperate grassland and forest. Much of the city was built on forested land, marshes, swamp, or prairie and are all still visible in surrounding areas.[citation need...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$111,114 to $159,212
Houston, Texas area prices
were up 2.3% from a year ago