Wealth Management Specialist, Sr. jobs in Jamestown, NY

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)

W
EHS Sr Specialist-DICP
  • Well Enterprises - Career Site
  • Dunkirk, NY FULL_TIME
  • Responsible for the day to day Environmental, Health, Safety (EHS) activities for their respective facility. Responsible for communicating expectations, building strong relationships with facility personnel, fostering trust through high levels of professional knowledge and accountability and delivers EHS results through incorporation of EHS MS. Promotes and helps lead the implantation of EHS MS to minimize/eliminate all incidents.

    • Drives accountability and ownership of EHS MS results for their respective/assigned facility as well as the organization. Provides coaching and directs and manages facility leadership towards greater EHS performance. Serves as a coach and mentor within peer group offering experience and leadership towards the development of EHS success.
    • Has a strategic understanding of the EHS MS as well as business processes and leads activities and/or obtains resources to address improvement opportunities. Leads collaborative efforts among diverse departments to achieve positive results.
    • Anticipates the need, advocates for, and manages change in support of continuous improvement of EHS processes and programs. Proposes and effectively communicates program/policy recommendations, both verbally and in writing to a broad spectrum of audiences to include senior leadership.
    • Anticipates, recognizes and manages EHS risks through a prioritization process with a goal of establishing a low or no risk work environment. Uses data and professional knowledge/proficiency to recommend and drive strategic improvements to the EHS MS program.
    • Responds to emergencies (Company-wide as needed) involving hazardous material releases, facility destruction, inclement weather and property damage incidents; prepare reports of findings and submit recommendations. Reports, communicates and thoroughly investigates accidents and incidents to determine Root Cause, suggests and follows corrective actions through to completion.
    • EHS responsibilities may include but are not limited to coaching and/or ownership of PSM, RMP, Multisite locations, M & A, Wastewater and Environmental.

    #IND-123

    #LI-LN1

  • 11 Days Ago

T
Management
  • Tim Hortons
  • Jamestown, NY FULL_TIME,PART_TIME
  • We are looking for store management who are motivated and ready for a fast paced career! Our company is expanding more every year and we are looking for people who want to grow with us! This job requi...
  • 16 Days Ago

A
Restaurant Management
  • Arbys
  • Corry, PA 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...
  • 12 Days Ago

G
Retail management
  • GameStop
  • Olean, NY FULL_TIME
  • PLEASE NOTE : Your application will be considered for all locations within this district. Our passion around delighting our customers is our singular mission. We are simply obsessed with it. It’s what...
  • 23 Days Ago

W
Management Leaders
  • WilliamsonHeckt
  • Bradford, PA FULL_TIME
  • Do you want to own your own business?You are not alone, approximately 85% of the new franchise owners were professionals transitioning out of the corporate grind, and 25-30% keep their job and run the...
  • 28 Days Ago

U
Sr Respiratory Therapist, RRT
  • UPMC
  • Jamestown, NY FULL_TIME
  • This position is eligible for a generous sign-on bonus of $12,000 with a two year commitment to UPMC! APPLY TODAY! Purpose: Under the general direction of a physician and by prescription, provides res...
  • 21 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist, Sr. jobs found in Jamestown, NY area

C
Full Time Nanny and Housekeeper
  • Care
  • Jamestown, NY
  • Responsibilities Duties include light housekeeping such as maintaining common areas, unloading dishwasher, kids laundry
  • 4/25/2024 12:00:00 AM

T
CDL Bus Driver
  • Transdev
  • Jamestown, NY
  • Description Have you considered being a Bus Driver in your community? Nows your chance! Get PAID to do what you love! R...
  • 4/25/2024 12:00:00 AM

K
Maintenance Technician Apprentice
  • Kelly
  • Jamestown, NY
  • Job searching is a lot better with someone in your corner. Hienter us, and this job! Kelly Professional & Industrial is ...
  • 4/25/2024 12:00:00 AM

C
Product Owner
  • Community Bank N.a.
  • Dewittville, NY
  • OverviewAt Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, ...
  • 4/24/2024 12:00:00 AM

D
Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Jamestown, NY
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

D
Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Jamestown, NY
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/24/2024 12:00:00 AM

R
Financial Analyst
  • Red Oak Group LLC
  • Salamanca, NY
  • Job Description Job Description Summary: We are seeking an enthusiastic and highly motivated Financial Analyst to join o...
  • 4/23/2024 12:00:00 AM

E
Branch Office Administrator
  • Edward Jones
  • Fredonia, NY
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 1/29/2024 12:00:00 AM

Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists. Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$104,910 to $150,323
Jamestown, New York area prices
were up 1.5% from a year ago