Wealth Management Specialist, Sr. jobs in Portsmouth, NH

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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Consultant/Sr. Consultant - Change Management
  • Synergetics Installations Worldwide
  • Portsmouth, NH CONTRACTOR
  • Consultant/Senior Consultant - Business Services - 

    Job Summary

    This position is a contract position – expected to last for 2 months with 40% travel, with the hope that it will be extended.  We are searching for an Senior Consultant with extensive experience in Change Management.  This person will have the following experience with the following: 

    1. Demonstrated experience driving operational or financial improvements 
    2. Organizatioinal design 
    3. Spans and Layers analysis
    4. Geographic footprint 
    5. data analysis 
    6. Lean methodology 

    They will work with a broader team and be a team player.  This position is hands on analysis, with the ability to explain and tell a story with the data. 

    At Synergetics, we know what it takes to be successful in our line of work – our people! Our foundation as an implementation consulting firm is built upon a core set of values and business ethics – honesty, authenticity, respectfulness, trust, and teamwork. We embody them in everything we do. We are growing and searching for talent. Whether you are an experienced consultant or have been in consulting-type environment in a business, let's connect and see if we are a fit.

    Who we are?

    Synergetics Installations Worldwide is owner-led and is one of the most respected firms in the management consulting industry.  We work with a diverse client portfolio comprised of industry-leading companies across small- to mid-size enterprises, Private Equity, and many of the Fortune 500 you hear of each day.  Since 1975, Synergetics has completed over 1,800 engagements resulting in $9 Billion in total EBITDA improvements.  We serve a broad spectrum of business verticals including healthcare, consumer, industrials, and business services.  Our core expertise is business value creation, mergers and acquisitions, supply chain management, and management operations.  We’ve consistently delivered results that have improved the client employee experience, set forth scalable foundations for growth, enhanced revenue management, and optimized cost management and working capital.  It’s one of the reasons we’re known as the “Implementation consulting” firm of choice.

    Key Duties and Responsibilities

    • Engage with clients to understand the current state of their business and establish positive relationships that build credibility
    • Gather and analyze relevant data, conduct client interviews, and visit facilities to observe operations first-hand
    • Identify and catalog problems, challenges, risks, and opportunities
    • Develop performance metrics and construct reports that effectively represent current state and desired future state
    • Develop and evaluate alternative strategies to achieve specific savings objectives
    • Create and utilize workplans to effectively prioritize and manage multiple concurrent tasks with a high sense of urgency across one or more workstreams
    • Create reports and presentations for use in communicating findings to client management and implementation teams; present “the story”
    • Work with clients to define requirements for tools, systems, and processes; recommend design improvements; then, provide implementation oversight including creating documentation, delivering training, and coaching
    • Work in a hands-on mode until potential alternatives are exhausted and future state procedural workstreams are in place, tested, and fully functioning
    • Interact with peers to foster your support network, and empower career development

    Required Experience and Skills

    • 5 to 10 years of management consulting, professional services, and industry
    • Proven critical thinking skills in both data collection and complex analysis; ability to identify data gaps and risks, develop sound conclusions, and create implementable and sustainable recommendations for improvement
    • An entrepreneurial mindset to collaborate with project team members / clients to design and implement effective solutions to complex business problems; continuously evaluate to uncover new opportunities
    • Project Management
    • Management Consulting
    • Exemplary skills across Microsoft Office including Excel data analysis, statistical review, and modeling, and Power Bi
    • Excellent verbal and written communication skills with ability to create communications that “tell the story”, and effectively deliver presentations of content in a customer-facing forum

    Education

    • Bachelor’s degree in Business, Operations Management, IT
    • Master’s degree preferred

    Job Location

    Synergetics works with clients across different locations.  Travel to client sight will be required based on your assignment and contract specifications.  Access within one hour of an international airport is required.

  • 1 Month Ago

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Outreach Specialist/Case Management
  • Seacoast Mental Health Center Career Center
  • Portsmouth, NH FULL_TIME
  • If you like making a difference in your community and are passionate about working in a nonprofit organization Seacoast Mental Health Center is an excellent choice! Key Responsibilities The Adult Serv...
  • 11 Days Ago

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Asset Management Specialist - Portsmouth
  • Service Credit Union
  • Portsmouth, NH FULL_TIME
  • Service Credit Union is seeking an Asset Management Specialist where you will be responsible for the life-cycle management of all credit union assets. Pay: Starting at $20.43 per hour. Flexible based ...
  • 13 Days Ago

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Product Management Specialist
  • 1135 Amadeus Hospitality Americas, Inc.
  • Portsmouth, NH FULL_TIME
  • Job Title Product Management Specialist Join our team at Amadeus Hospitality, where we strive to enrich every stage of the traveler journey. Our solutions help hospitality providers and destinations a...
  • 30 Days Ago

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Wealth Advisor
  • CNI Consulting Inc.
  • Portsmouth, NH FULL_TIME
  • Overview The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management ...
  • 1 Month Ago

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Order & Revenue Management Specialist - Somersworth, NH
  • Hubbell Incorporated
  • Somersworth, NH FULL_TIME
  • Job Overview Responsible for providing value-added service primarily through integrated product and service knowledge to existing and potential utility customers. Also responsible for management of Qu...
  • 16 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Portsmouth, NH area

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Reporting Analyst
  • Lake Street Advisors
  • Portsmouth, NH
  • Job Description Lake Street Advisors Portsmouth, NH or Boston, MA (Hybrid) We're looking for a bright and motivated Repo...
  • 4/23/2024 12:00:00 AM

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Financial Professional (Bilingual Vietnamese)
  • New York Life
  • Manchester, NH
  • Job Description Job Description Financial ProfessionalAre you a leader who has the following traits? Competitive Entrepr...
  • 4/22/2024 12:00:00 AM

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Financial Professional (Bilingual Vietnamese)
  • New York Life
  • Bedford, NH
  • Job Description Job Description Financial ProfessionalAre you a leader who has the following traits? Competitive Entrepr...
  • 4/22/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Stratham, NH
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Portsmouth, NH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM

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Financial Service Representative I (US) - Dover, NH
  • TD Bank Group
  • Dover, NH
  • We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a d...
  • 4/20/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Hampton, New Hampshire
  • MileHigh Adjusters Houston Inc
  • Hampton, NH
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/20/2024 12:00:00 AM

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Financial Advisor - Lawrence, MA - Area 13, Region 329
  • Edward Jones
  • Lawrence, MA
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/10/2024 12:00:00 AM

Portsmouth is a city in Rockingham County, New Hampshire, United States. As of the 2010 census it had a population of 21,233, and in 2017 the estimated population was 21,796. A historic seaport and popular summer tourist destination on the Piscataqua River bordering the state of Maine, Portsmouth was formerly the home of the Strategic Air Command's Pease Air Force Base, since converted to Portsmouth International Airport at Pease. According to the United States Census Bureau, the city has a total area of 16.8 square miles (43.6 km2), of which 15.6 square miles (40.5 km2) is land and 1.2 square...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$115,213 to $165,086
Portsmouth, New Hampshire area prices
were up 1.4% from a year ago