Wealth Management Specialist, Sr. jobs in New Britain, CT
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
Specialized Case Management Specialist
- 55 Compass Connections
-
Rocky Hill, CT
FULL_TIME
- It's a great feeling to work for a company that does so much good for others around the world! Applicant must be able to communicate effectively in writing and verbally in English and Spanish. Applicant must be License Eligible. FLSA: Exempt SCA: The program is compliant with the Service Contract Act Compensation: $70,720 Annually Academic Req: Strongly Preferred – Master’s degree in social work, psychology, sociology, or other relevant behavioral science in which direct clinical experience is a program requirement from accredited program/university. Must be licensed, or eligible for licensure Required – Bachelor’s degree in social work, psychology, sociology, or other relevant behavioral science from an accredited program/university with at least five years of clinical experience. Must be licensed, or eligible for licensure. Certifications: Integrated Case Management, First aid, CPR, Emergency behavior intervention Work experience: Required – Three (5) years of related experience including experience working in crisis intervention and case management; Preferred – Experience in working with immigrant populations and child welfare Critical Action Items & Measurable Deliverables: 1. Meet all federal and state regulatory guidelines and standards that are applicable to this position. 2. Maintain a case load in accordance with agency policies and procedures and licensing and contract standards. 3. Participate in workshops, seminars, education programs and other activities that promote professional growth and development. 4. Maintain a minimum number of weekly contacts with children and families. 5. Continually assess ongoing changes in behavior, circumstances or conditions that may affect child safety. 6. Provide feedback and support to crisis line staff to ensure an appropriate response to crisis calls, families’ needs are addressed through best possible supports, and follow ups are conducted as needed. 7. Engage and involve children and their sponsors in the casework process. 8. Document progress that children and their family/sponsors make toward risk reduction, achievement of service goals and positive case outcomes. 9. Compile, prepare, submit, and maintain accurate records, files, forms, statistics, and additional information in accordance with agency policies, licensing and/or contract requirements. 10. Participate in weekly case staffing with case managers, case aides and contracted staff in the assigned region. 11. Work evenings, weekends and holidays as needed or requested by position supervisor. 12. Implement Compass Connections safety protocols including evacuating with children and other staff in case of an emergency. 13. Maintain confidentiality in all areas of the service population and program operations. 14. Maintain Compass Connections professional and ethical standards of conduct outlined in Compass Connections employee handbook including demonstrating respect for agency staff, the service population, and community members and complying with required dress code at all times. Other Responsibilities: 1. Independently coordinate referrals, service planning and documentation of services for assigned caseload. 2. Act as a liaison with stakeholders, including legal providers and immigration court. 3. Accept crisis calls and provide support to families in crisis. 4. Participate in weekly face to face or phone supervision with the supervisor. 5. 75% travel, including car, train, and flight transportation and overnight stays. 6. Conduct comprehensive assessments, develop treatment plans, and make independent decisions in the field regarding the safety and well-being of assigned children and families. 7. Meet all deadlines required by program supervisor and federal partners. 8. Communicate effectively in writing and verbally in English and Spanish. Requirements: 1. Pass a pre-employment drug screen and random drug screens throughout employment. 2. Provide proof of work eligibility status upon request. 3. Pass a pre-employment and biennial criminal background checks. 4. Demonstrate master of comprehensive safety, resiliency, and mental health assessment. 5. Demonstrate the ability to: a. Respond sensitively and competently to the service population’s cultural and socio-economic characteristics. b. Communicate effectively in writing and verbally in English and Spanish. c. Work collaboratively with other staff members, service providers and professionals. d. Provide crisis intervention according to training provided by Compass Connections when needed to maintain a safe environment. e. Work in a fast-paced environment and maintain emotional control and professional composure at all times. f. Maintain computer literacy required to meet the responsibilities of the position. g. Work effectively and without intensive supervision both independently and as a member of a multidisciplinary team. 6. Demonstrate a working knowledge of all Compass Connections policies and procedures. • Here at Compass Connections, we are dedicated to building a diverse, inclusive, and authentic workplace. Please feel free to apply for this position even if your work experience and education do not align perfectly with every requirement for this job description. You may very well be the perfect candidate for this role or other ones that we have open. Thank you for your interest in joining our mission! • Compass Connections is committed to following immunization recommendations produced by the U.S. Centers for Disease Control (CDC). As such, our company policy requires that all employees must receive an annual Influenza vaccination or obtain an approved exemption as a medical or religious accommodation. This is a condition of employment, and all new hires will be responsible for providing proof. • Compass Connections is an Equal Employment Opportunity (“EEO”) Employer. It has been and will continue to be a fundamental policy of Compass Connections, not to discriminate on the basis of race, color, religion, gender, gender identity, pregnancy, sexual orientation, age, national origin, alienage or citizenship status, veteran or military status, disability, medical condition, or any other characteristic prohibited by federal, state and/or local laws. This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination. English (United States) If you like to work with people that believe they can make a difference in the world, this is the company for you! EEO Statement It our policy to provide equal employment opportunity and treat all employees equally regardless of age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, genetic information or genetic predisposition or carrier status, marital status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law. Click here to view the “EEO is the law” poster #LI-Other #LI-Associate #LI-Full-time Guided by care and compassion, Compass Connections has been impacting and meeting the needs of the community’s most vulnerable children and families through residential care, community-based support, foster care, and adoption services. Leveraging more than a century of collective child welfare experience, Compass Connections, a Texas based non-profit organization, is a national leader in connecting, strengthening, and transforming families from around the globe.
- Just Posted
Proposal and Content Management Specialist
- Tighe & Bond
-
Middletown, CT
FULL_TIME
- Where would you step in? As a valuable member of our Marketing & Communications team, you will work across all business lines to support our proposal process. Within our hybrid work model, you can sit...
- 11 Days Ago
Proposal and Content Management Specialist
- TIGHBOND2
-
Middletown, CT
FULL_TIME
- Where would you step in? As a valuable member of our Marketing & Communications team, you will work across all business lines to support our proposal process. Within our hybrid work model, you can sit...
- 11 Days Ago
EDI Specialist
- Global Channel Management, Inc.
-
Rocky Hill, CT
FULL_TIME
- Company DescriptionGlobal Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Our account managers and recruiters have over a decade of e...
- 1 Month Ago
Regulatory Affairs Specialist
- Global Channel Management, Inc.
-
Rocky Hill, CT
FULL_TIME
- Company DescriptionGlobal Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Our account managers and recruiters have over a decade of e...
- 1 Month Ago
#064-23 Residential Support Specialist- Meriden
- Corporation for Public Management
-
Meriden, CT
PART_TIME
- SUMMARY: The Residential Support Staff is a member of a team that provides direct care to individuals with developmental and intellectual disabilities. They are primarily responsible for ensuring that...
- Just Posted
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0 Wealth Management Specialist, Sr. jobs found in New Britain, CT area
Financial Planner - Paraplanner
- Hartford Financial Management Inc./HFM Wealth Management
-
Hartford, CT
- Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
- 4/26/2024 12:00:00 AM
IT Director, Wealth Management
- Voya Financial, Inc.
-
Hartford, CT
- Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, p...
- 4/26/2024 12:00:00 AM
Financial Representative
- Northwestern Mutual
-
New Haven, CT
- Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry le...
- 4/26/2024 12:00:00 AM
Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
- Department Of The Treasury
-
Springfield, MA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/26/2024 12:00:00 AM
Financial Advisor - Holyoke, MA - Market 13, Region 277
- Edward Jones
-
Holyoke, MA
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.While Edward ...
- 4/26/2024 12:00:00 AM
Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
- Department Of The Treasury
-
Hartford, CT
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/24/2024 12:00:00 AM
Advisor Engagement Specialist - Assistant Vice President
- iCapital
-
Greenwich, CT
- iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed h...
- 4/23/2024 12:00:00 AM
Financial Advisor - Holyoke, MA - Market 13, Region 277
- Edward Jones
-
Holyoke, MA
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 11/14/2023 12:00:00 AM
About New Britain, Connecticut
New Britain is a city in Hartford County, Connecticut, United States. It is located approximately 9 miles (14 km) southwest of Hartford. According to 2010 Census, the population of the city is 73,206.
Among the southernmost of the communities encompassed within the Hartford-Springfield Knowledge Corridor metropolitan region, New Britain is home to Central Connecticut State University and Charter Oak State College.
The city's official nickname is the "Hardware City" because of its history as a manufacturing center and as the headquarters of Stanley Black & Decker. Because of its large Polish p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$118,537 to $169,848
New Britain, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago