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)
INDUS is a 100% employee-owned, customer-focused government services provider with expertise in Engineering, Information Technology, Cybersecurity, Program/Financial Management, Logistics, and Data Analytics. At INDUS, we believe in the value of the INDUS team. Together we deliver exceptional customer service, foster a growth and support-centered work environment, and focus on how we can give back to the communities that we serve. Empowering our employees starts on day one and creates an environment full of innovation and promise. By offering mentorship and robust Training and Development opportunities, INDUS continues its pursuit to be the Employer of Choice.
PMW/A 170 is the Communication and Navigation Program Office, supporting both the Program Executive Office for Command, Control, Communications, Computers, and Intelligence (PEO C4I) and Naval Air Systems Command (NAVAIR). As a Program Office, PMW/A 170 manages the acquisition, fielding, integration, and support of a wide variety of communications and GPS based PNT systems throughout the Naval enterprise. The Program Office is the leading provider of global voice, video, and data information exchange capability and fleet-wide GPS-based PNT services for the United States Navy. PMW/A 170’s mission is to provide and support a range of interoperable, cost-effective Communications and Position, Navigation, and Timing (PNT) systems and services that support the Navy’s global mission. These systems are installed and operated on surface, subsurface, space, and airborne platforms deployed worldwide.
Reporting to the Program Manager, the Sr. Contracts Management Specialist provides contract management and other acquisition support to Assistant Program Managers (APM) and other clients on the PMW/A 170 Professional Support Services (PSS) contract. This position is located in San Diego, CA.
Required Qualifications:
INDUS aims to provide a competitive compensation package, including a strong pay for performance rewards approach. The expected base pay range for this position is $85,000. – $115,000. This position is eligible to participate in our corporate 401(k) and Employee Stock Ownership Plan (ESOP) programs, and may be eligible for performance bonuses, and other rewards and benefits (see more about our compensation package and benefits offered at Culture @ INDUS | INDUS Technology). The pay range for this role considers job-related knowledge, skills, work location, education and training, and certifications. To drive fair pay practices for employees, INDUS conducts regular comparisons across our employee groups and the industry.
INDUS is proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, ancestry, physical or mental disability, medical condition, marital status, genetics, age, or veteran status or any other applicable legally protected status or characteristic.
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