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)
Your Impact:
Challenging Today. Reinventing Tomorrow.
We're invested in you and your success. Everything we do is more than just a project. It's our challenge as human beings, too. That's why we bring a thoughtful and collaborative approach to every one of our partnerships.
At Jacobs, we challenge the status quo and redefine how to solve the world's greatest challenges, transforming big ideas into intelligent solutions for a more connected, sustainable world.
Design your career with a company that inspires and empowers you to deliver your best work so you can evolve, grow and succeed – today and into tomorrow.
Come join the Jacobs team at Hill Air Force Base! Jacobs is helping the Air Force achieve its mission by supporting munitions such as guided weapons, aircraft protection countermeasures, CAD/PAD, and bombs and fuzes through a variety of engineering, cyber security, program management, IT, and logistics roles. Hill AFB is in northern Utah only 30 minutes from Salt Lake City and minutes from world class skiing, hiking, mountain biking, and climbing in the beautiful Wasatch mountains. See how your skills and experience have prepared you to contribute to our critical mission.
Job description:
Jacobs is seeking a qualified management analyst to join the Program Executive Group (PEG) for the munitions division. The PEG is responsible for all division level operations to include personnel management, VIP visits, scheduling and executing briefings and events, supporting the division commander, and all day-to-day operations. A military background in an executive office is a benefit for this role.
Essential Functions for Position |
Here’s what you’ll need:
Preferred Skills and Qualifications :
10 years’ experience in DoD operations (preferred)
Required Education and Experience:
DoD secret level security clearance
Essential Functions for Position |
Physical Requirements:
Work Environment:
Equipment and Machines:
Attendance:
Other Essential Functions:
|
0 Wealth Management Specialist, Sr. jobs found in Ogden, UT area