Wealth Management Specialist, Sr. jobs in Provo, 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)

Recently Added Wealth Management Specialist, Sr. jobs

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Operations Specialist
  • Hudson Oaks Wealth Management
  • Lehi, UT FULL_TIME
  • Position Title: Operations Specialist
    Department: Operations
    Location: 1557 W Innovation Way 5th Floor, Lehi, UT 84043; hybrid work may be allowed after a probationary period
    Classification: Full-Time (40 hours per week); Nonexempt
    Job Overview: As an Operations Specialist, you will be responsible for maintaining a high attention to detail and demonstrating proactive and decisive qualities. Working closely with senior investment professionals, you will contribute to the servicing and management of client accounts and relationships, always with the client's best interests in mind. The purpose of this role is to support the advisor team and operations team in preparing forms, following up on service requests, and gathering and analyzing client data.
    Company Overview: Hudson Oaks Wealth Management is a financial planning firm dedicated to delivering top-tier investment solutions while prioritizing an exceptional client experience. We take pride in our commitment to excellence, integrity, and the highest level of client satisfaction. As an Operations Specialist, you'll be an integral part of a dynamic team that is dedicated to achieving excellence in both financial performance and client service. We offer competitive compensation, professional development opportunities, and a supportive work environment that empowers your growth.
    Essential Job Functions: Attention to detail. Strong written and oral communication skills. Ability to adapt to change quickly.
    Primary Responsibilities:
    • Organizational Excellence: Maintain accurate and up-to-date records of investment transactions, client interactions, and portfolio performance. Ensure the timely and precise filing of all relevant documents to enhance transparency and client trust.
    • Detail-Oriented Approach: Conduct thorough research and analysis to assist our planners in making informed investment decisions that align with our clients's financial goals. Review and prepare investment proposals, financial statements, and market trends with meticulous attention to detail, identifying potential risks and opportunities that impact our clients.
    • Proactive Contribution: Anticipate the needs of the investment team and take the initiative to streamline processes, improve workflows, and enhance efficiency—all with a focus on delivering a seamless and exceptional experience for our clients.
    • Decisive Decision-Making: Collaborate with investment professionals to evaluate investment opportunities and present well-researched recommendations that align with our clients' unique needs. Participate in discussions, offering valuable insights that contribute to making informed and client-centered decisions.
    • Client Engagement: Engage with clients in a professional, attentive, and empathetic manner. Address their inquiries promptly, provide updates on portfolio performance, and actively listen to their needs to build lasting relationships based on trust and exceptional service.
    • Marketing Opportunities: Write engaging materials for our websites, client correspondence, and social media pages. Collaborate with team members to craft content that leads to introductions and supports existing client relationships.
    Qualifications:
    • Exceptional organizational skills with the ability to manage multiple tasks and deadlines effectively.
    • Proven track record of maintaining a high level of detail orientation in various tasks.
    • Demonstrate a proactive and solution-oriented mindset, always seeking ways to enhance the client experience.
    • Strong analytical and decision-making abilities, consistently aligning with clients' best interests.
    • Excellent written and verbal communication skills, conveying complex concepts clearly to clients.
    • Professionalism, integrity, and a commitment to maintaining client confidentiality.
    • Relevant certifications, degrees or degree paths, and experience are a plus.
    Core Competencies:
    • Microsoft Office Knowledge
    • Clear Communication
    • Organization Skills
    • Attention to Detail
    • Ownership of Role
    Compensation & Benefits:
    Compensation (based on experience)
    • $20-24 Hourly rate, depending on experience.
    Benefits – eligible after 3 months of employment
    • 401(k) with Employer Match
    • Group Life and Disability Insurance
    • Monthly Health Stipend
    • Free Team Lunch each week
    • Office mini-events throughout the month
    • Quarterly team activities (recent activities: pottery lesson, base jumping simulator, and golf!)
    Location: 1557 W Innovation Way 5th Floor, Lehi, UT 84043 – hybrid work may be allowed after a probationary period, with a minimum of 2-3 days in the office each week.

    To apply, please click below to complete the application.

    This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for the successful execution of this role. Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice. Hudson Oaks Wealth Management is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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  • 3 Days Ago
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Associate Wealth Management Advisor | Finance | Insurance & Investments
  • Northwestern Mutual Wealth Management Company
  • Provo, UT FULL_TIME
  • Associate Wealth Management Advisor | Financial Planning | Insurance & Investments | St George, UT Northwestern Mutual Wealth Management Company St George, UT 84770 (1070 S / Bluff St) Full-Time, Mond...
  • 1 Day Ago
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Wealth Management Advisor - Orem, UT
  • U.S. Bank National Association
  • Orem, UT FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 11 Days Ago
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Principal Wealth Manager, Lehi
  • Savvy Wealth
  • Lehi, UT FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 12 Days Ago
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Principal Wealth Manager, Provo
  • Savvy Wealth
  • Provo, UT FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 12 Days Ago
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Principal Wealth Manager, Orem
  • Savvy Wealth
  • Orem, UT FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 13 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Provo, UT area

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CWM-Marcus by Goldman Sachs- Social Media Operations Specialist-Draper, UT/Richardson, TX
  • Goldman Sachs
  • Draper, UT
  • MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs hel...
  • 4/16/2024 12:00:00 AM
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Entry Level Account Rep
  • USHA - Utah County (JNS-OR)
  • Orem, UT
  • Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
  • 4/15/2024 12:00:00 AM
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Auto Glass Installation Technician Trainee
  • Safelite
  • American Fork, UT
  • Do you like to be challenged? Have natural mechanical ability? Work independently, but also as part of a team with oppor...
  • 4/14/2024 12:00:00 AM
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Auto Glass Installation Technician Trainee
  • Safelite
  • Park City, UT
  • Do you like to be challenged? Have natural mechanical ability? Work independently, but also as part of a team with oppor...
  • 4/14/2024 12:00:00 AM
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Junior Account Manager
  • USHEALTH - Utah County (MHG-OR)
  • Orem, UT
  • Job Description Job Description Ready to Make a Difference? Our Junior Account Managers can make a real difference in pe...
  • 4/13/2024 12:00:00 AM
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Account Executive
  • Provo-Orem Division (JNS-OR)
  • Provo, UT
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/13/2024 12:00:00 AM
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Inside Sales Representative
  • Advisors Provo-Orem (MHG-OR)
  • Provo, UT
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/12/2024 12:00:00 AM
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Remote Insurance Agent
  • Dorr Agency
  • Provo, UT
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/12/2024 12:00:00 AM
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About Provo, Utah

Provo /ˈproʊvoʊ/ is the third-largest city in Utah, United States. It is 43 miles (69 km) south of Salt Lake City along the Wasatch Front. Provo is the largest city and county seat of Utah County. Provo lies in the Utah Valley at an elevation of 4,549 feet (1,387 m). According to the United States Census Bureau, the city has a total area of 44.2 square miles (114.4 km2), of which 41.7 square miles (107.9 km2) is land and 2.5 square miles (6.5 km2), or 5.66%, is water. The Wasatch Range contains many peaks within Utah County along the east side of the Wasatch Front. One of these peaks, known as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$103,138 to $147,783
Provo, Utah area prices
were up 2.3% from a year ago
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