Wealth Management Specialist, Sr. jobs in Savannah, GA

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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Referral Management Specialist
  • MUSC
  • BLUFFTON, SC FULL_TIME
  • Job Description Summary

    MUSC Community Physicians (MCP) is an entity within the Medical University of South Carolina that provides healthcare to patients within the rural health network throughout the state of South Carolina.

    Obtains and processes signed physician orders/referrals to ensure accurate clinical documentation for care delivery, specialty and outpatient ancillary referrals.

    Entity

    MUSC Community Physicians (MCP)

    Worker Type

    Employee

    Worker Sub-Type​

    Regular

    Cost Center

    CC005004 MCP - Primary Care - May River

    Pay Rate Type

    Hourly

    Pay Grade

    Health-19

    Scheduled Weekly Hours

    40

    Work Shift

    Job Description

    The Referral Management Specialist obtains, and processes signed physician orders/referrals to ensure accurate clinical documentation for care delivery, specialty and outpatient ancillary referrals.

    Minimum Education and Experience: High school diploma or equivalent (GED) and one year of work experience in either patient services, medical reception, or call/customer service center (preferably in a medical environment). 

    Required Licensure, Certifications, Registrations: N/A

    Additional Job Description

    Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work from elevated areas. (Frequent) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Frequent) Ability to squat and perform job functions. (Infrequent) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Frequent) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to fully use both legs. (Continuous) Ability to fully use both hands/arms. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand or at a distance. (Continuous) Ability to match or discriminate between colors. (Continuous) (Selected Positions) Ability to determine distance/relationship between objects; depth perception. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) *Ability to maintain tactile sensory functions. (Frequent) *(Selected Positions) *Ability to maintain good olfactory sensory function. (Frequent) *(Selected Positions) *Ability to be qualified physically for respirator use, initially and as required.

    If you like working with energetic enthusiastic individuals, you will enjoy your career with us!

    The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need.

    Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: http://www.uscis.gov/e-verify/employees

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Emergency Management Specialist
  • Chatham County, GA
  • Savannah, GA FULL_TIME
  • Experience the best of both suburban and urban lifestyles in Chatham County in Coastal Georgia. It's an inviting community and a perfect place to live, work, and play. Chatham County has much to offer...
  • 1 Month Ago

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Experienced Residential HVAC Service Technician
  • Georgia Air Specialist
  • Richmond, GA FULL_TIME
  • Georgia Air loves serving families across a large span of Bryan, Chatham, Effingham, and Liberty counties. We value the trust and confidence of every family we serve, continuously striving to uphold o...
  • 7 Days Ago

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Experienced Residential HVAC Service Technician
  • Georgia Air Specialist
  • Richmond, GA FULL_TIME
  • Georgia Air loves serving families across a large span of Bryan, Chatham, Effingham, and Liberty counties. We value the trust and confidence of every family we serve, continuously striving to uphold o...
  • 7 Days Ago

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Fertility Nurse Coordinator
  • Coastal Fertility Specialist
  • Savannah, GA FULL_TIME
  • Start a rewarding career that will last a lifetime! Coastal Fertility Specialists is growing and has an immediate opening for a Registered Nurse who wants to make a difference in this world by helping...
  • 12 Days Ago

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In-Home Sales Professional
  • Georgia Air Specialist
  • Richmond, GA FULL_TIME
  • Georgia Air Specialist loves serving families across a large span of Bryan, Chatham, Effingham, and Liberty counties. We value the trust and confidence of every family we serve, continuously striving ...
  • 1 Month Ago

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0 Wealth Management Specialist, Sr. jobs found in Savannah, GA area

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Savannah, GA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 4/26/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • Savannah, GA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 4/26/2024 12:00:00 AM

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Assistant Branch Manager - Savannah, GA
  • Airgas Inc
  • Savannah, GA
  • R10024853 Assistant Branch Manager - Savannah, GA (Open) Location: Savannah, GA - Filling industrial How will you CONTRI...
  • 4/26/2024 12:00:00 AM

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Financial Analyst
  • Staff Financial Group
  • Savannah, GA
  • The Financial Analyst role in the FP&A department works with directors and senior leadership team members to provide fin...
  • 4/26/2024 12:00:00 AM

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Supervisory Internal Revenue Agent 12 month Roster
  • Department Of The Treasury
  • Savannah, GA
  • Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
  • 4/25/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Savannah, Georgia
  • MileHigh Adjusters Houston Inc
  • Savannah, GA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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Insurance Agent
  • Dorr Agency
  • Savannah, GA
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/24/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Richmond Hill, Georgia
  • MileHigh Adjusters Houston Inc
  • Richmond Hill, GA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

Savannah (/səˈvænə/) is the oldest city in the U.S. state of Georgia and is the county seat of Chatham County. Established in 1733 on the Savannah River, the city of Savannah became the British colonial capital of the Province of Georgia and later the first state capital of Georgia. A strategic port city in the American Revolution and during the American Civil War, Savannah is today an industrial center and an important Atlantic seaport. It is Georgia's fifth-largest city, with a 2017 estimated population of 146,444. The Savannah metropolitan area, Georgia's third-largest, had an estimated pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$103,581 to $148,418
Savannah, Georgia area prices
were up 1.5% from a year ago