Wealth Management Specialist, Sr. jobs in Lorain, OH

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 EH&S Specialist
  • Taleo Social Sourcing
  • Norwalk, OH FULL_TIME
  • ABOUT AVIENT:

    Avient Corporation provides specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.

    Examples include:

    • Dyneema®, the world’s strongest fiber™, enables unmatched levels of performance and protection for end-use applications, including ballistic personal protection, marine and sustainable infrastructure and outdoor sports  
    • Unique technologies that improve the recyclability of products and enable recycled content to be incorporated, thus advancing a more circular economy  
    • Light-weighting solutions that replace heavier traditional materials like metal, glass and wood, which can improve fuel efficiency in all modes of transportation and reduce carbon footprint  
    • Sustainable infrastructure solutions that increase energy efficiency, renewable energy, natural resource conservation and fiber optic / 5G network accessibility

    Avient employs approximately 10,000 associates and is certified ACC Responsible Care®, a founding member of the Alliance to End Plastic Waste and certified Great Place to Work®.  For more information, visit www.avient.com.

     

     

    WHY AVIENT:

     

    Avient Corporation is a world-class sustainable organization built on innovation, collaboration, and employee development. We are committed to providing a supportive and dynamic work environment where our diverse associates can grow and succeed, as well as positively impacting our planet and the communities we serve. Our Great Place to Work culture, values, and benefits make Avient an employer of choice for top talent.

     

    We believe diversity of ideas and backgrounds gives us the creativity to be successful in a rapidly changing world. In support of this, we stress equality of opportunity for all qualified individuals in accordance with applicable laws. Decisions on hiring, promotion, development, compensation, or advancement are based solely on a person's qualifications, abilities, experience, and performance. 

     

    Avient Corporation is a drug free workplace. Avient is an equal opportunity employer. We maintain a policy of non-discrimination in providing equal employment to all qualified employees and candidates regardless of race, sex, sexual orientation, gender identity, age, color, religion, national origin, disability, genetic information, protected veteran's status, or other legally protected classification in accordance with applicable federal, state, and local law. 

     

    Environmental, Health, Safety, & Security (EH&S) Requirements:

    •  Avient integrates EHS&S into all aspects of our operations. Each position at Avient is responsible for complying with all applicable EHS&S requirements. Additionally, employees and management are responsible for reporting all EHS&S incidents immediately to ensure we keep EHS&S a priority within the organization.
    • Security includes physical security and cyber security. 

     

    Avient Corporation is a drug free workplace.  Avient is an equal opportunity employer. We maintain a policy of non-discrimination in providing equal employment to all qualified employees and candidates regardless of race, sex, sexual orientation, gender identity, age, color, religion, national origin, disability, genetic information, protected veteran’s status, or other legally protected classification in accordance with applicable federal, state and local law.

     

    General Summary:


    The position is responsible for the Safety, Health, and Environmental policies, procedures and operations at the manufacturing plant.


    The position is also responsible for training systems across all plant functional areas. Ensures the plant is in full compliance with all corporate, city, county, state and federal government Safety, Health, and Environmental laws and regulations.

    Essential duties and Responsibilities: 

    Supports the vision, mission and guiding principles of the company.

    Ensures all associates and contract personnel understand applicable Safety, Health and Environmental policies, procedures and guidelines.

    Develops and maintains facility safety and environmental procedures that support corporate and regulatory requirements. Assists line and staff management to understand regulations and standards.

    Keeps apprised of developments in federal, state, county and city safety laws likely to affect company.

    Responsible for industrial hygiene and medical monitoring programs for the plant.

    Ensures all incidents are reported to the required departments/agencies and all documents are distributed.

    Maintains facility safety files and records.

    Completes all local, state and federal environmental reports to ensure plant compliance.

    Develops and implements audit systems which focus on accountability and corrective actions.

    Develops programs to improve plant safety performance in order to meet plant goals.

    Prepares weekly and monthly EHS reports summarizing key statistics, data and activities.

    Conducts and document new employee safety training and existing employee refresher training.

    Monitors and report facility performance for key EHS areas. Make recommendations for improvement.

    Responsible for plant’s chemical review process and associated activities.

    Develops and maintain HS&E training schedule for plant and ensure compliance.

    Provides safety support for all shifts. Respond to serious safety incidents or injuries, including accompanying injured employee(s) to clinic or hospital for diagnosis and treatment.

    Leads and actively participates in Safety Council and cross-plant teams as needed.

    Leads Board of Review for safety incidents and/or injuries in conjunction with line and staff personnel.

    Supervises evaluation, purchase and distribution of safety equipment and supplies.

    Manages all Worker’s Compensation programs and guidelines.

    Performs Job Safety Analyses for new and existing processes where appropriate and develops hazard control practices and programs.

    Oversees installation, maintenance and auditing of all security, fire protection equipment and alarms.

    Escorts Avient Associates and/or visitors of all companies/agencies conducting EHS, fire, and physical security audits of the facility.

    Other duties as assigned.

    Develops implements and maintains associate training program.

    Analyzes training system effectiveness to identify and correct opportunities for improvement.

    Ensures training records are current and maintained as appropriate.

    Maintains training system to ensure that supervisors/managers are aware of training needs for employees.

    Participates in Board of Review where necessary as an opportunity to improve plant training system.

    Prepares weekly reports summarizing key training data, activities and upcoming needs.

    Other duties as assigned.

    Competencies:

    Personal Skills - Stress Management
    Personal Skills - Reading/Comprehension
    Personal Skills - Self Motivated
    Personal Skills - Analytical Skills
    Personal Skills - Time/Priority Management
    Software Skills - Microsoft Outlook
    Software Skills - Microsoft Word
    Software Skills - Microsoft Excel
    Personal Skills - Work on a Team
    Personal Skills - Organizational Skllls
    Leader of Self - Instills Trust
    Leader of Self - Action Oriented
    Leader of Self - Collaborates
    Leader of Self - Customer Focus
    Leader of Self - Situational Adaptability
    Leader of Self - Being Resilient
    Leader of Self - Demonstrates Self-Awareness
    Leader of Self - Communicates Effectively

    Education and experience

    Bachelors Degree or equiv exp

    EH&S - Environmental, Health and Safety
    Manufacturing - Manufacturing Operations
    Cross Functional - Legal and Regulatory Compliance
    Cross Functional - Problem Solving Techniques
    Manufacturing - Quality
    Manufacturing - Safety Procedures

    Physical/Environ. Demands

    Requires standing and sitting for extended periods of time, talking and listening. Must be able to walk and use hands. Occasionally requires bending, stooping, climbing ladders and stairs. May occasionally be required to lift, push or pull up to 50 pounds. Typically work is in a manufacturing environment where noise level is loud. Generally requires the use of personal protective equipment such as safety glasses, safety shoes, hearing protection, hard hat, respiratory protection. Exposure
    to outside weather conditions is routine. May be exposed to working in extreme heat and humidity. May also be exposed on occasion to dust or fumes.

    WHY AVIENT:

    At Avient, we strive for a culture of trust and engagement. Our associates are leading company initiatives such as Lead by Women, HYPE (Harnessing Young Professionals), Pride at Avient and Embrace to advance diversity in professional and personal development. We also provide our associates with robust development programs such as Avient Academy, Lean Six Sigma, and various leadership workshops to allow for career growth in a variety of ways. With workplace flexibility, health and wellness programs, casual dress days, and paid time off for community service, we are committed to building upon our positive momentum.

    At Avient, we believe diversity of ideas and backgrounds gives us the creativity to be successful in a rapidly changing world.  In support of this, we stress equality of opportunity for all qualified individuals in accordance with applicable laws. Decisions in hiring, promotion, development, compensation and advancement are based upon non-discriminatory factors such as, for example, qualifications, abilities, experience, and performance.

    Avient Corporation is a drug free workplace. Avient is an equal opportunity employer. We maintain a policy of non-discrimination in providing equal employment to all qualified employees and candidates regardless of race, sex, sexual orientation, gender identity, age, color, religion, national origin, disability, genetic information, protected veteran’s status, or other legally protected classification in accordance with applicable federal, state and local law.

  • 9 Days Ago

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Sr. CRA Loan Specialist
  • Fifth Third Bank
  • Lorain, OH FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Performs a wide ...
  • 1 Month Ago

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Sr EH&S Specialist
  • Avient Careers
  • Norwalk, OH FULL_TIME
  • ABOUT AVIENT: Avient Corporation provides specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world. Exampl...
  • 1 Month Ago

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Elementary School Intervention Specialist 2024/2025 School Year
  • SUMMIT ACADEMY MANAGEMENT
  • Lorain, OH FULL_TIME
  • REPORTS TO: School Director BASIC FUNCTION: To provide specially designed instruction to the students assigned on his/her caseload, which is appropriate for the assigned students, that meets their abi...
  • 2 Months Ago

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Sr. Scientist
  • OXY, Inc.
  • Avon, OH FULL_TIME
  • Description Contribute. Grow. Lead...with OxyChem. Looking for a challenge? Desire to achieve your true potential? OxyChem is a growing, action-oriented, safety driven chemical manufacturing company c...
  • Just Posted

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Management Internship
  • Menard, Inc Career Center
  • SANDUSKY, OH PART_TIME
  • Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
  • 9 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Lorain, OH area

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Director of Finance
  • Walnut Ridge
  • Beachwood, OH
  • We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
  • 4/25/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Lorain, Ohio
  • MileHigh Adjusters Houston Inc
  • Lorain, OH
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Avon Lake, Ohio
  • MileHigh Adjusters Houston Inc
  • Avon Lake, OH
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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Hospitalist-Internal Medicine-UHMG-91913
  • University Hospitals Pain Management
  • Elyria, OH
  • Description Career Site Posting SummaryPosition Location: Cleveland, OhioPosition Type: PhysicianSpecialty: Internal Med...
  • 4/23/2024 12:00:00 AM

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Events Manager
  • Equity Trust Company
  • Westlake, OH
  • JOB OVERVIEW The Events Manager handles all activities related to industry events/tradeshows, ETC Wealth Building Worksh...
  • 4/23/2024 12:00:00 AM

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Vice President Finance
  • Walnut Ridge
  • Beachwood, OH
  • We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
  • 4/22/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Rocky River, OH
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM

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Events Manager
  • Equity Trust Company
  • Westlake, OH
  • JOB OVERVIEW The Events Manager handles all activities related to industry events/tradeshows, ETC Wealth Building Worksh...
  • 4/21/2024 12:00:00 AM

Lorain /ləˈreɪn/ is a city in Lorain County, Ohio, United States. The municipality is located in northeastern Ohio on Lake Erie, at the mouth of the Black River, approximately 30 miles west of Cleveland. As of the 2010 census, the city had a total population of 64,097, making it Ohio's tenth largest city, the third largest in Greater Cleveland, and the largest in Lorain County by population. The city is notable for its deindustrialized economy, formerly being home to the American Ship Building Company Lorain Yard, Ford Motor Company Lorain Assembly Plant, and United States Steel Corporation's...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$107,791 to $154,450
Lorain, Ohio area prices
were up 1.3% from a year ago