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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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
Preferred Qualifications
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.
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