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)
This position is for a satellite location in Farmington, New Mexico for the Albuquerque Job Corps Center.
Reports to the CTS Manager and is a salaried, exempt position. Responsible for CTS assignees in all aspects of career transition, job search skills, job placement issues, job retention and Job Corps CTS services and requirements. Responsible for securing placement data for assignees and identifying assignees who are no longer employed or in school and ensure reconnection with another placement, school, or military within the service window. Demonstrates on-going commitment to preparing young people for the workforce by modeling, mentoring, and monitoring excellence in the eight Career Success Standards of: workplace relations and ethics; information management; communications; multicultural awareness; personal growth and development; career and personal planning; interpersonal skills and independent living.
DUTIES AND RESPONSIBILITIES:
The above statements are intended to describe the general nature and level of work performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed in such a position.
EDUCATION AND EXPERIENCE REQUIREMENTS:
Additional Requirements: Sound knowledge of case management, career counseling, employment counseling and job search, job preparation and development techniques. Must be able to effectively communicate with culturally disadvantaged and minority youth. Excellent communication skills, both oral and written. Good organizational skills. Must obtain and maintain CPR/First Aid certification. Ability to inspire and motivate students. Position requires an ability to operate office equipment. In addition, an individual must be able to interact with team members and maintain an effective working relationship with all facility staff and departments.
ODLE MANAGEMENT IS AN EQUAL OPPORTUNITY EMPLOYER. AUXILIARY AIDS AND SERVICES ARE AVAILABLE UPON REQUEST TO INDIVIDUALS WITH DISABILITIES.
Odle Management considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, age, disability, or status as a protected veteran.
Odle Management is a drug-free workplace and utilizes E-verify to confirm employment eligibility.
The employer of record for this position is Eckerd Youth Alternatives, Inc. DBA Eckerd Connects which assigns employees to Odle Management Group, LLC.
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0 Wealth Management Specialist, Sr. jobs found in Santa Fe, NM area