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)
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:
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
Required Experience and Skills
Education
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.
Clear All
0 Wealth Management Specialist, Sr. jobs found in Portsmouth, NH area