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)
General Dental Practice is looking for a caring front desk office manager.
Duties: front desk is mainly in the front with pt handling, insurance verification, check in and check out, appointment making, eagle software knowledge is plus.
We are offering enjoyable caring atmosphere where pt care comes first. We have a beautiful office, a wonderful patient population, an enthusiastic team. We focus on quality dental care and safety for patients and our team.
Previous dental experience would be helpful, but a great attitude and a strong work ethic are our first priorities.
We can train you if we see you are good fit and are positive and reliable if you are in the process of changing field.
Dont hesitate to apply if you have no dental background.
Requirements:
- CPR certificate and Xray licenses is plus
Pay
- $22.00 to $42 per hour, based on experience with Supplemental Pay of quarterly bonus
- 1 hour lunch
- weekdays 8 am - 5:00pm, 4 days a week
Please send a resume via email with phone number to contact you
Job Types: Full-time, Part-time, Internship
Pay: $22.00 - $45.00 per hour
Expected hours: No more than 32 per week
Schedule:
Supplemental pay types:
Ability to Relocate:
Work Location: In person
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0 Wealth Management Specialist, Sr. jobs found in Santa Rosa, CA area