Wealth Management Specialist, Sr. jobs in Ogden, UT

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)

J
Management Analyst Sr.
  • Jacobs
  • Hill, UT FULL_TIME
  • 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 may involve sitting or standing for extended periods of time. 
    • Position may require filing, typing, and reading from a computer screen. 
    • Must have sufficient mobility, included but not limited to bending, reaching, turning and kneeling to complete daily duties in a timely and efficient manner. 
    • Must be able to lift and carry up to 30 pounds. 
    • There is a possibility that due to parking availability and location of work, walking moderate to long distances may be required.

    Work Environment: 

    • Generally, an office environment, but can involve inside or outside work depending on task. 
    • An inside environment may be a cubicle (considerations: close quarters, low to moderate noise, bright or dim lighting). 
    • Outside work may include various environmental conditions including warm and cold climates. 
    • Needs to be able to work well with co-workers and all levels of management. 
    • No hazards on job or unusual environmental conditions. Office is located on site in Government spaces at: Hill AFB, UT.

    Equipment and Machines:

    • Ability to operate office equipment such as a personal computer, printer, copy machine, telephone, fax machine and other equipment including desk supplies and other work related tools as required. Standard Chemical Laboratory equipment

    Attendance: 

    • Regular hours will be between Monday-Thursday 7:00 a.m. – 5:30 p.m. 
    • Punctuality and regular attendance are necessary to meet deadlines. 
    • Must exhibit flexibility of work hours to adjust to surge situations based on critical mission requirements.

    Other Essential Functions: 

    • Must demonstrate professional behavior at all times when dealing with customers, management and co-workers. 
    • Must have clear, concise and accurate communications skills in English, both verbal and written. 
    • Grooming and dress must be appropriate for the position and must not impose a safety risk to employees or others. 
    • Must maintain a positive work atmosphere by behaving and communicating in a professional manner. 
    • Independent personal transportation to office or work site is required. 
    • Travel to and from customer’s locations and the test fields may be required to support projects. 
    • This may involve airline travel. In some cases, accommodations can possibly be made for POV, if necessary. 
    • When operating any vehicle for work purposes, must wear seat belt and in addition, no cellular devices are to be used when vehicle is in motion. 

     

  • 6 Days Ago

B
Sr. Security Specialist
  • BAE Systems
  • Hill, UT FULL_TIME
  • Job Description BAE Systems, Inc. Air and Space Force Solutions, located at Hill AFB, UT, is looking to hire a Security Professional in support of the Sentinel programs. In this exciting role, the Sr....
  • Just Posted

A
Sr Product Manager - Product Management Payments
  • America First Credit Union
  • ROY, UT FULL_TIME
  • Overview The Senior Product Manager is responsible for managing products throughout the product lifecycle, gathering and prioritizing product and member requirements, defining the product vision, and ...
  • 27 Days Ago

B
Treasury Management Specialist
  • Bank of Utah
  • Ogden, UT FULL_TIME
  • Major Job Function: Responsible for the setup and support of customers online banking products including bill pay, remote deposit/mobile deposit, and all other Treasury Management products and process...
  • 3 Days Ago

S
Guest Service Specialist
  • SMHG Management LLC
  • Eden, UT FULL_TIME
  • Description The Guest Service Specialist is responsible for providing the highest quality service, resort and local information and efficient processing of products in the following areas, but not lim...
  • 16 Days Ago

O
Operations Specialist (Kaysville, UT)
  • OptConnect Management, LLC
  • Kaysville, UT FULL_TIME
  • DescriptionOptConnect is an industry leader in the managed wireless connectivity space located along the Silicon Slopes of Kaysville, Utah. Our solution focuses on providing safe, secure, reliable, an...
  • Just Posted

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Wealth Management Specialist, Sr. jobs found in Ogden, UT area

Ogden /ˈɒɡdən/ is a city and the county seat of Weber County, Utah, United States, approximately 10 miles (16 km) east of the Great Salt Lake and 40 miles (64 km) north of Salt Lake City. The population was 84,316 in 2014, according to the US Census Bureau, making it Utah's 7th largest city. The city served as a major railway hub through much of its history, and still handles a great deal of freight rail traffic which makes it a convenient location for manufacturing and commerce. Ogden is also known for its many historic buildings, proximity to the Wasatch Mountains, and as the location of Web...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$104,024 to $149,053
Ogden, Utah area prices
were up 2.3% from a year ago