Wealth Management Specialist, Sr. jobs in Huntsville, 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
J.P. Morgan Wealth Management - Private Client Advisor - Madison, AL
- JPMC Candidate Experience page
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Madison, AL
FULL_TIME
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. - 25 Days Ago
Warehouse Specialist-Sr. Level
- BBNCALLJOBSROLLUP
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Huntsville, AL
FULL_TIME
- TekPro Support Services (TSS) is seeking Warehouse personnel who will be responsible for organizing, storing, and cataloguing items stored in designated warehouse spaces. In addition, they relocate a ...
- Just Posted
AI&T Technical Specialist Sr
- Blue Origin
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Huntsville, AL
FULL_TIME
- At Blue Origin, we envision millions of people living and working in space for the benefit of Earth. We're working to develop reusable, safe, and low-cost space vehicles and systems within a culture o...
- 6 Days Ago
Sr. Procurement Compliance Specialist
- Axient, LLC
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Huntsville, AL
OTHER
- Overview Axient is seeking a Sr. Procurement Compliance Specialist to support our corporate office in Huntsville, AL. Responsibilities With limited direction, this position is responsible for performi...
- 26 Days Ago
Sr. Benefits Specialist
- Blue Origin, LLC
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Huntsville, AL
FULL_TIME
- We are looking for a senior Benefits Specialist to share your passion and expertise in benefits and wellness, delivering day-to-day support for Blue Origin employees and our group benefits (e.g., grou...
- 1 Month Ago
Sr Applications Specialist with PM
- Huntsville Hospital Health System
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Huntsville, AL
OTHER
- Overview Responsible for the analysis selection/design, implementation, and maintenance of computer software. Takes a lead role in the support of application utilization, and has daily interactions wi...
- 2 Months Ago
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0 Wealth Management Specialist, Sr. jobs found in Huntsville, AL area
Remote Sales Representative
- The Maddox Agency
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Madison, AL
- Job Description Job Description Position: Field Agent Underwriter / Leadership Position Employment Type: Full time and P...
- 4/24/2024 12:00:00 AM
Financial Advisor - career shift opportunity
- Edward Jones
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Huntsville, AL
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/22/2024 12:00:00 AM
Financial Advisor - Huntsville, AL - Market 33, Region 349
- Edward Jones
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Huntsville, AL
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/21/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
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Huntsville, AL
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/21/2024 12:00:00 AM
Customer Success Manager - Manufacturing Excellence
- Indeavor
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Madison, AL
- The Customer Success Management team within our Revenue organization is dedicated to making our customers successful wit...
- 4/21/2024 12:00:00 AM
General Dentist - Athens, AL
- Valley Smiles Dental Care
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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
About Huntsville, Alabama
Huntsville is a city located primarily in Madison County in the Appalachian region of northern Alabama. Huntsville is the county seat of Madison County. The city extends west into neighboring Limestone County and south into Morgan County. Huntsville's population was 180,105 as of the 2010 census. Huntsville is the third-largest city in Alabama and the largest city in the five-county Huntsville-Decatur-Albertville, AL Combined Statistical Area, which at the 2013 census estimate had a total population of 683,871. The Huntsville Metropolitan Area's population was 417,593 in 2010 to become the 2n...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$106,240 to $152,228
Huntsville, Alabama area prices
were up 1.3% from a year ago
were up 1.3% from a year ago