Wealth Management Specialist, Sr. jobs in Pocatello, ID

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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Tier 1 Help Desk Specialist (Top Secret Clearance required)
  • Paradyme Management
  • Pocatello, ID OTHER
  • Overview

    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

    Responsibilities include:

    • Provide IT support to all customers
    • Receive customer IT queries by multiple methods (phone, self-service, etc.)
    • Provide the necessary information in the ticket in the event the ticket is passed to another solver group
    • Triage and troubleshoot tickets submitted
    • Change and reset passwords on all FBI enclaves
    • Provide desktop software application assistance and installation
    • Resolve trouble tickets while interacting with the user, First Call resolution (FCR) or escalate to other support entities
    • Remotely access the end-user’s desktop to provide support
    • Provide customers with status of the ticket and serve as primary support admin through ticket resolution
    • Give guidance to customers to resolve their issue and prevent recurrences of the issue to the best extent possible
    • Provide expert technical support to customers having varying levels of computing skills
    • Provide detailed diagnostic summary for the next tier level support
    • Writing comprehensive diagnostic details in tickets after troubleshooting and triage activities
    • Interacts with management to facilitate timely problem resolution
    • Knowledge in the use of and application of metrics to increase efficiency and solve issues
    • Possesses excellent communication skills

    Required Skillsets:

    • Active Top Secret Clearance
    • Ability to work in a 24/7 environment
    • Ability to work onsite in Pocatello, ID
    • 0-4 years of experience with Call Center, Customer Service, and/or Help Desk environments
    • Strong interpersonal and service-oriented communication skills
    • Ability to learn and adapt to new job skills, processes, and procedures
    • Bachelor's Degree or equivalent experience or technical certifications

    Desired Skillsets: (not required)

    • Direct experience with HP Service Manager or similar (ServiceNow, Remedy, or Jira) is a Plus
    • Advanced understanding of IT Service Management processes is a Plus
    • HDI Certification (preferred)
    • Experience with Agile project management
    • Previous experience working on a Help Desk-centric program
    • Experience with supporting a program with adherence to SLAs
    • Experience supporting a customer within Government Law Enforcement

    Physical Requirements: These are the essential physical requirements needed to successfully perform the job.

    • Sedentary work.
      • Requires sitting up to 8 hours per day.
      • May require lifting up to 5 pounds unassisted.
      • Fine repetitive motor skills with hands, wrists, and fingers in coordination with eyes.
    • Hearing, speaking, and vision: Adequate to perform job duties and communicate in person, via video, and telephone. Includes reading information from printed sources and computer screens.
    • Other: Work may be performed in an office environment, which may involve frequent contact with staff and the public. Work may be stressful at times.

    EEO Statement

    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

  • 1 Month Ago

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Management Assistant, Enrollment Management (1197)
  • Idaho State University
  • Pocatello, ID FULL_TIME
  • Management Assistant, Enrollment Management (1197)Pocatello - MainInstitution InformationIdaho State University, established in 1901, is a Carnegie-classified doctoral research and teaching institutio...
  • 1 Month Ago

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Sr Plant Engineer
  • Bayer
  • Soda Springs, ID FULL_TIME
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for all Hunger for none’ is no longer a dream, but a real possibility. We’re doing it...
  • Just Posted

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Sr Systems Developer
  • Compeer Financial
  • Bloomington, ID FULL_TIME
  • Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace cultureTell me more about this opportunityPosition Overview: This position plans, dev...
  • 29 Days Ago

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Sr Systems Developer
  • Farm Credit Council
  • Bloomington, ID FULL_TIME
  • Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview: This position plans,...
  • 1 Month Ago

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Sr. Windows Engineer (SME)
  • Edgewater Federal Solutions
  • Pocatello, ID FULL_TIME
  • Overview Edgewater Federal Solutions is currently seeking a Windows SME III to provide support to our Federal Client located in Pocatello, ID. You will be responsible for maintaining and engineering t...
  • 1 Month Ago

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0 Wealth Management Specialist, Sr. jobs found in Pocatello, ID area

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Pocatello, ID
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/26/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Fort Hall, ID
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/24/2024 12:00:00 AM

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Tax Compliance Officer 2 - Pocatello
  • Idaho
  • Pocatello, ID
  • DescriptionState of Idaho Opportunity Applications will be accepted through 4:59 PM MST on the posting end date.Boost yo...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Pocatello, ID
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/24/2024 12:00:00 AM

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Remote - Recruitment Specialist
  • Life Balance Transition
  • Pocatello, ID
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/23/2024 12:00:00 AM

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Entry Level Financial Representative - Insurance Sales
  • Bankers Life
  • Pocatello, ID
  • Entry Level Financial Representative - Insurance Sales Location: Pocatello, ID, United States Job Category: Financial Re...
  • 4/23/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Pocatello, Idaho
  • MileHigh Adjusters Houston Inc
  • Pocatello, ID
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Pocatello, ID
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Pocatello (/ˈpoʊkəˈtɛloʊ/ (listen)) is the county seat and largest city of Bannock County, with a small portion on the Fort Hall Indian Reservation in neighboring Power County, in the southeastern part of the U.S. state of Idaho. It is the principal city of the Pocatello metropolitan area, which encompasses all of Bannock county. As of the 2010 census the population of Pocatello was 54,255. Pocatello is the fifth-largest city in the state, just behind Idaho Falls (population of 56,813). In 2007, Pocatello was ranked twentieth on Forbes list of Best Small Places for Business and Careers. Pocate...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$96,269 to $137,942
Pocatello, Idaho area prices
were up 2.5% from a year ago