Wealth Management Specialist, Sr. jobs in San Jose, CA
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
Sr. Account Management Specialist
- Ampro ADLINK Technology, Inc.
-
San Jose, CA
FULL_TIME
-
About Us:
Founded in 1995, ADLINK is one of the world’s leading edge computing companies and a technology-leading platform provider in the embedded computing industry. Headquartered in Taiwan, ADLINK has operations in the United States, UK, Singapore, China, Japan, Korea and Germany. With more than 1,800 dedicated employees around the world, we are proud to provide ADLINK products to over 40 countries across five continents, with worldwide distribution networks. ADLINK is also proud to be associated with many major technology leaders and Fortune 500 companies.
It's a great time to join ADLINK as we are growing! When you join ADLINK, you won’t just be joining any organization, you’ll be joining a group of industry experts leading and pioneering technology in embedded computing solutions for Robotics, Autonomous Vehicle, Private 5G, and Artificial Intelligence Technologies among others. Visit us at www.adlinktech.com to find out more about what we do and the impact we are creating!Benefits We Offer:
- Competitive, company subsidized premiums for Medical, Dental, and Vision Insurance.
- 100% company paid premiums for Life, AD&D, Short Term Disability, and Long-Term Disability insurance.
- Retirement plan with matching contributions.
- Flexible spending plans for health care, dependent care, and commuter benefits.
- Employee Assistance program and Travel Assistance.
- Competitive Vacation and Sick Leave.
- 12 paid holidays including Martin Luther King Jr. Day, Lunar New Year, and Juneteenth.
- Float holidays.
- Paid community volunteer time.
- Discounts at participating travel, groceries, retail, and other providers via ADP LifeMart.
- EV charging available at our San Jose facility.
- Fun, engaging monthly events and company parties.
- Weekly snacks, fresh fruit services, bagels and donuts on specified days in our San Jose facility and much more!
Order Processing Support: Processes orders for materials or merchandise from sales staff or direct customer contact. Maintains customer files with sales contracts and other information. Gives price quotations and performs order entry. Coordinates with other departments regarding order status, shipping dates, prices, product availability and customer credit status. Reviews customer product specification and provides feedback and recommendation of product. Supports his or her manager with planning and implementation of sales procedures.
Essential Job Functions (include, but are not limited to the following):
Responsibilities:
• Build up and sustain customer relationships. To sustain and grow existing accounts for sales employees, enabling them to focus on pursuit of new account opportunities.
• Support the assigned region with outbound sales activities and account management for sustainment and growth.
• Review orders for materials or merchandise from sales employees or direct customer contact. Maintain customer files with sales contracts and other information. Provide price quotations and may perform order entry when necessary.
• Coordinate with other departments regarding order status, shipping dates, prices, product availability and customer credit status.
• Review customer product specification and provide feedback and recommendation of product.
• Customer backlog and forecast management. From the customer forecast derives and provides purchasing with demand planning recommendations to meet customer expected demand.
• Support and maintain customer consignment program activities.
• Plan and implement projects that support the sales organization.
• Assist sales organization in providing technical and administrative product information.
• Provide support and follow up for sales organization with program registration management and conflict resolution.
• Work on problems of moderate to complex scope where analysis of situations or data requires a review of a variety of factors.
• Exercise judgment within defined procedures and practices to determine appropriate action.
• Reporting and analytics as required to support the sales organization, customer and his or her manager.
• Review and approve applicable department order entries and drop ship documents.
• Contract Management – Coordination with internal contract management specialist and ensures that terms of the contract are met and followed.
• Support his or her manager with planning and implementation of sales procedures.
• This position is located in San Jose, CA, but it can also be remote.
Supervisory Responsibilities:
• Provides training and support for new onboard employees
• Order entry & Drop ship review
• Item card management (related to Sales Ops)
• Supports management to develop, review, and train new processes and procedures to support the Organization
Job Qualifications (To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions):
Education:
• BA/BS is a plus or equivalent training/experience.
Experience:
• Minimum of 5-7 years’ customer support experience in the same or related field.
• Direct, OEM or channel sales experience with CPU component hardware, systems level products or system software licensing desirable.
Competencies:
• Proficiency in MS Suite, strong with Excel.
• Experience with hardware manufacturing systems including importance of accurate forecasting and resource management.
• Ability to communicate effectively both verbal and written.
• Ability to multi-task, prioritize and manage time effectively.
• Strong phone contact handling skills and active listening.
• Strong interpersonal and customer service skills.
• Excellent organization skills with attention to detail.
• Experience with using Navision ERP system a plus.
Physical Demands and Work Environment (The physical demands and work environment characteristics described here are representative of those that must be met by the individual to successfully perform the functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the job functions):
• While performing the duties of this job, the employee is frequently required to sit; regularly use hands to handle, or feel objects, tools, or controls; talk and hear; and doing things such as analytical work or reports, which requires focus, while utilizing a computer.
• Must be able to operate general office equipment.
• Physical stamina to stand, reach, bend, lift, grasp, and kneel.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• The noise level in the work environment is usually quiet to moderate.
Our base pay range for this position is expected to be between $85,000 and $95,000 a year. Multiple factors are considered in determining base pay including an individual’s skills, qualifications, experience, and geographic location.
This job description is not intended to be all inclusive, and employees shall perform other duties as appropriate. Ampro ADLINK Technology, Inc. reserves the right to change or modify the employee’s job description whether orally or in writing, at any time during the employment relationship. This job description does not constitute a written or implied contract of employment. Ampro ADLINK Technology, Inc. is an Equal Opportunity Employer Veterans/Disabled. - 1 Month Ago
Client Service & Operations Associate (FT)
- Corinthian Wealth Management
-
San Jose, CA
FULL_TIME
- Corinthian is a team of experienced financial planners serving families to discover a holistic approach that combines trust, expertise, and understanding, which provides the foundation for a long-term...
- 2 Days Ago
Portfolio Manager
- Empirical Wealth Management
-
Los Gatos, CA
FULL_TIME
- Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provi...
- 30 Days Ago
Wealth Management Advisor
- East West Bank
-
Newark, CA
FULL_TIME
- Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams o...
- 1 Month Ago
Wealth Management Private Banker
- Fremont Bancorporation
-
Fremont, CA
FULL_TIME
- Title: Wealth Management Private BankerJob Location: Fremont, CAHiring salary range: $86,415.04 - $117,487.07 annualFremont Bank founded in 1964, is one of the oldest independently owned banks in the ...
- 1 Month Ago
Registered Operations Specialist - Financial Services Firm
- Broadview Wealth Advisors
-
Campbell, CA
FULL_TIME
- Registered Operation Specialist – Financial Services Firm Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—wealth management office....
- 30 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in San Jose, CA area
Financial Specialist/Advisor
- Archetype Permanent Solutions
-
San Jose, CA
- At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact,...
- 4/19/2024 12:00:00 AM
Financial Advisor - Oakland, CA - Market 31, Region 151
- Hiring Now!
-
Oakland, CA
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/19/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Campbell, California
- MileHigh Adjusters Houston Inc
-
Campbell, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/19/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Los Gatos, California
- MileHigh Adjusters Houston Inc
-
Los Gatos, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/19/2024 12:00:00 AM
Independent Insurance Claims Adjuster in San Jose, California
- MileHigh Adjusters Houston Inc
-
San Jose, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/17/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Santa Clara, California
- MileHigh Adjusters Houston Inc
-
Santa Clara, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/17/2024 12:00:00 AM
Financial Advisor - career shift opportunity
- Hiring Now!
-
Oakland, CA
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/15/2024 12:00:00 AM
Financial Advisor - Watsonville, CA - Market 31, Region 067
- Edward Jones
-
Watsonville, CA
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 9/28/2023 12:00:00 AM
About San Jose, California
San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City).
San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$139,031 to $199,214
San Jose, California area prices
were up 2.9% from a year ago
were up 2.9% from a year ago