Wealth Management Specialist, Sr. jobs in Reno, NV
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
J.P. Morgan Wealth Management - Private Client Advisor - Reno, NV (South Meadows and Double R)
- JPMC Candidate Experience page
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Reno, NV
FULL_TIME
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states
- 1 Month Ago
Construction Superintendent
- SR Construction, Inc.
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Reno, NV
FULL_TIME
- Are you an analytical, fact-based, no-nonsense problem solver?Are you great at seeing big picture objectives and instinctually knowing the fastest route to get there?Are you quality-driven, but outcom...
- 10 Days Ago
Medical Management Resolution Specialist
- Prominence Health
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Reno, NV
FULL_TIME
- Responsibilities: Job Summary: The Medical Management Resolution Specialist (non-clinical staff) is responsible for monitoring the daily operations with the Medical Management Department, ensuring com...
- 1 Month Ago
Configuration Management Specialist
- Integral Federal, Inc
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Reno, NV
FULL_TIME
- Configuration Management Specialist Job Locations US-NV-Reno # of Openings 1 Category Information Technology Clearance Top Secret/SCI Clearance Status Active Overview Configuration Management Speciali...
- 1 Month Ago
Configuration Management Specialist
- Integral
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Reno, NV
FULL_TIME
- Overview Configuration Management Specialist Location: Reno-Tahoe International Airport, Reno, NV Clearance: TS/SCI The Configuration Management Specialist will provide Configuration Management (CM) s...
- 1 Month Ago
Compliance Specialist
- Apartment Management Consultants, LLC
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Truckee, CA
FULL_TIME
- We are currently seeking a Compliance Specialist! Responsible for ensuring compliance in Low-Income Housing HUD/Tax Credit rules and regulations by overseeing programs, policies, and practices. Respon...
- 1 Month Ago
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0 Wealth Management Specialist, Sr. jobs found in Reno, NV area
Independent Insurance Claims Adjuster in Dayton, Nevada
- MileHigh Adjusters Houston Inc
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Dayton, NV
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/25/2024 12:00:00 AM
Financial Consultant - Reno, NV
- Fidelity TalentSource LLC
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Reno, NV
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather ...
- 4/25/2024 12:00:00 AM
Regulatory Compliance Officer
- Evolve
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Reno, NV
- Job Title: Regulatory Compliance Officer Department: Electrical Engineering Reports to: Director of Electrical Engineeri...
- 4/24/2024 12:00:00 AM
Finance Director
- Lumos & Associates
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Reno, NV
- Job Description Job Description About the Position Reporting to the CEO, the Finance Director will oversee the accountin...
- 4/24/2024 12:00:00 AM
Financial Analyst
- Sierra Executive Solutions Inc
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Reno, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a manufacturing/distribution lithium ba...
- 4/23/2024 12:00:00 AM
Trust Advisor
- Ecg Resources Inc.
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Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 4/23/2024 12:00:00 AM
Trust Officer - Reno
- San Pasqual Fiduciary Trust Company
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Reno, NV
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 4/23/2024 12:00:00 AM
Trust Advisor
- ECG Resources, Inc.
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Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 4/23/2024 12:00:00 AM
About Reno, Nevada
Reno (/ˈriːnoʊ/ REE-noh) is a city in the U.S. state of Nevada, located in the northwestern part of the state, approximately 22 miles (35 km) from Lake Tahoe. Known as "The Biggest Little City in the World", Reno is known for its casino industry. It is the county seat of Washoe County. The city sits in a high desert at the foot of the Sierra Nevada and its downtown area (along with Sparks) occupies a valley informally known as the Truckee Meadows. The city is named after Union Major General Jesse L. Reno, who was killed in action at the Battle of South Mountain on Fox's Gap.
Reno, with an esti...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$111,336 to $159,530
Reno, Nevada area prices
were up 2.5% from a year ago
were up 2.5% from a year ago