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)
Paradyme Management is seeking Top Secret-cleared Tier 1 Help Desk Support Specialist to work in Pocatello, ID to support our country’s premiere law enforcement agency.
The right candidates will join a large Enterprise support team providing direct Tier 1 support to end users for either PC, server, or mainframe applications and hardware, supporting approximately 50,000 users inside and outside the United States. The users you will support carry out our nation’s mission of fighting terrorism, espionage, defending against cyber-attacks, and major criminal threats.
These positions require individuals committed to supporting the mission by providing high-quality and courteous customer and technical support. This position performs activities associated with implementation, integration and support of computer systems in mission critical response operations environment.
Top Secret clearance is required
Responsibilities include:
Required Skillsets:
Desired Skillsets: (not required)
Physical Requirements: These are the essential physical requirements needed to successfully perform the job.
Paradyme is a federal contractor and an EEO and an Affirmative Action Employer. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, pregnancy-related disability, physical or mental disability, genetic information, sexual orientation, marital status, familial status, personal appearance, occupation, citizenship, veteran or military status, gender identity or expression, or any other characteristic protected by federal, state or local law.
Paradyme Management, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Paradyme will take the steps to ensure that people with disabilities are provided reasonable accommodations. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Rose Luczak, Director of People Operations at rose.luczak@paradyme.us or at (571) 289-0548
Clear All
0 Wealth Management Specialist, Sr. jobs found in Pocatello, ID area