Wealth Management Specialist, Sr. jobs in Salisbury, NC

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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SE Floorplan Sr Specialist
  • Lowes
  • Mooresville, NC FULL_TIME
  • Expand your career possibilities.

    Thank you for dedicating your time and talent to Lowe’s.  We want to give you more opportunities to learn and grow, so if you find a position you’re interested in below, we encourage you to apply!

    Find Your Home to More Possibilities.

    Job Summary

    The primary role of the Store Environment Floor Plan Senior Specialist is to provide Floor Plan lifecycle management to support product level resets for their assigned Merchandise Business Area. This role supports a team of Visual Space Planners by acting as primary interface into setting up and implementing single program resets in Lowe's space planning tools.

    Key Responsibilities

    • Creates go forward space plan within Lowe’s space planning tool to align to the Merchant and Visual Space Planner intent.

    • Provides reporting to the Visual Space Planner to ensure alignment of go-forward floorplan and Visual Space Planner intent, for single program resets.

    • Reviews final go forward floorplan with Visual Space Planner to ensure accuracy of plan to intent for single program resets

    • Initiates bay locks to support reset projects within their assigned merchandising division

    • Works with their team to execute and organize work processes to manage workload

    • Supports a collaborative environment by working in a team of peers to solve problems and sharing information with peers, manager, and customers as appropriate.

    Required Qualifications

    • Associate's Degree in Business, Architecture, Interior Design, Retail Management, or related fields and 1-2 Years of related experience

    Preferred Qualifications

    • Bachelor's Degree in Business, Architecture, Interior Design, Retail Management, or related fields

    About Lowe’s

    Lowe’s Companies, Inc. (NYSE: LOW) is a FORTUNE® 50 home improvement company serving approximately 16 million customer transactions a week in the United States. With total fiscal year 2023 sales of more than $86 billion, Lowe’s operates over 1,700 home improvement stores and employs approximately 300,000 associates. Based in Mooresville, N.C., Lowe’s supports the communities it serves through programs focused on creating safe, affordable housing and helping to develop the next generation of skilled trade experts. For more information, visit Lowes.com.

    Lowe’s is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.

  • 10 Days Ago

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Sr Specialist-Merchandising Support
  • Lowes
  • Mooresville, NC FULL_TIME
  • Job SummaryThe Merchandising Support Senior Specialist works in one of the functional areas of Merchandising Support to facilitate the operational strategy and serve as subject matter expert of the me...
  • 19 Days Ago

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Quality Management Specialist
  • S&H Youth and Adult Services
  • Salisbury, NC FULL_TIME
  • S&H Youth And Adult Services in Salisbury, NC is looking for one quality management specialist to join our Rowan strong team. We are located on 714 South Main Street .. Our ideal candidate is attentiv...
  • 26 Days Ago

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Quality Management Specialist
  • S&H Youth and Adult Services
  • Salisbury, NC FULL_TIME
  • S&H Youth And Adult Services in Salisbury, NC is looking for one quality management specialist to join our Rowan strong team. We are located on 714 South Main Street .. Our ideal candidate is attentiv...
  • 26 Days Ago

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Bilingual Collections Specialist
  • Source Receivables Management
  • Lexington, NC FULL_TIME
  • Source Receivables Management is currently seeking Bilingual (English/Spanish) Collection Specialists to join our rapidly growing Call Center team in our Greensboro, NC office! We are looking for prof...
  • 9 Days Ago

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Debt Collections Specialist (Call Center)
  • Source Receivables Management
  • Lexington, NC FULL_TIME
  • $50,000 PER YEAR EARNING POTENTIAL! We are currently seeking Customer Collections Specialists to join our growing Call Center team! We are looking for professional candidates who possess a solid work ...
  • 9 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Salisbury, NC area

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Licensed Investment and Banking Advisor
  • Atria Wealth Solutions
  • Charlotte, NC
  • Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Inve...
  • 5/13/2024 12:00:00 AM

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Welding Engineer
  • Sterling Engineering, Inc.
  • Winston Salem, NC
  • Job Description Title: Welding Engineer Location: Winston Salem, NC Overview: Sterling has helped build careers for thou...
  • 5/13/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 5/11/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • Winston-Salem, NC
  • Full-Time Financial Representative Job Description As business owners, Financial Representatives at Northwestern Mutual ...
  • 5/11/2024 12:00:00 AM

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Accountability Reporter
  • McClatchy
  • Charlotte, NC
  • The Charlotte Observer is looking for an accountability reporter who is passionate about digging out local stories acros...
  • 5/10/2024 12:00:00 AM

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General Dentist - Mooresville, NC
  • Heartland Dental
  • Mooresville, NC
  • General Dentist Opportunity in Mooresville, NC A brand new practice, is looking for a General Dentist to join our team. ...
  • 5/8/2024 12:00:00 AM

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General Dentist - Concord, NC
  • Heartland Dental
  • Concord, NC
  • General Dentist- Concord, NC A brand new practice in Concord, NC is looking for a General Dentist to join our team. Abou...
  • 5/8/2024 12:00:00 AM

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General Dentist - Cornelius, NC
  • Heartland Dental
  • Cornelius, NC
  • General Dentist Cornelius, NC is looking for a General Dentist to join our team. Why Heartland Dental? As the leader of ...
  • 5/8/2024 12:00:00 AM

Salisbury (/ˈsɔːlzbəri/ SAWLZ-bər-ee) is a city in the Piedmont of North Carolina; it is the county seat of Rowan County. Located 44 miles northeast of Charlotte and within its metropolitan area, the town has attracted a growing population. This was 33,663 in the 2010 Census (growing 27.8% from the Census in 2000). Founded in 1753, Salisbury is noted for its historic preservation, with five Local Historic Districts and ten National Register Historic Districts. Salisbury is the home to North Carolina soft drink, Cheerwine, regional supermarket, Food Lion and Rack Room Shoes. It is one of two ci...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$104,528 to $149,774
Salisbury, North Carolina area prices
were up 1.5% from a year ago