Wealth Management Specialist, Sr. jobs in Springfield, OH
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
Oracle Order Management/Purchasing Functional Sr. Consultant
- Infosys
-
Sidney, OH
FULL_TIME
-
Infosys is seeking a Distribution Consultant with Oracle Order Management and Oracle Purchasing skills. The selected candidate will primarily be responsible for the implementation and roll outs of Oracle Order management and Oracle Purchasing solutions for our clients. The selected candidate is also responsible of completing the work by coordinating with Internal and External Teams and communication with leadership team on timely basis at various stages.
Required Qualifications:
- Candidate must be located or should be willing to relocate to Sidney, OH.
- Bachelor’s Degree or foreign equivalent, will consider work experience in lieu of a degree
- At least 4 years of experience in Information Technology.
- Should be a Subject Matter Expert with implementation experience in Oracle Order Management and Oracle Purchasing modules.
- 4 Years of Experience in Oracle Order Management and Oracle Purchasing Implementation
- Should be able to understand Business requirements and map them to proposed solutions/enhancements.
- Should have experience in Testing and deployment of custom solutions for Oracle Order Management and Oracle Purchasing modules.
- Should have experience in functional testing and co-ordinate with cross functional stakeholders for timely delivery of the solutions developed.
- Onsite-Offshore communication and work management.
- Leading Super User training and supporting other training related activities.
- Coordination with other tracks for delivery of end to end business processes.
- Supporting Data Conversions for OM and Purchasing data elements.
- U.S. Citizenship or Permanent Residency required, we are not able to sponsor at this time.
Preferred Qualifications:
- Knowledge on Best Practices followed in Global Manufacturing Industries, able to give solutions/suggestions to the client.
- Experience in Oracle Pricing module.
The job may also entail sitting as well as working at a computer for extended periods of time. Candidates should be able to effectively communicate by telephone, email, and face to face.
About Us
Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.
Visit www.infosys.com to see how Infosys (NYSE: INFY) can help your enterprise navigate your next.
Infosys is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability. - 8 Days Ago
Oracle Order Management/Purchasing Functional Sr. Consultant
- Infosys
-
Sidney, OH
FULL_TIME
- Infosys is seeking a Distribution Consultant with Oracle Order Management and Oracle Purchasing skills. The selected candidate will primarily be responsible for the implementation and roll outs of Ora...
- 8 Days Ago
Cleaning Specialist
- CORPORATE FACILITIES MANAGEMENT
-
Springfield, OH
FULL_TIME
- CFM is seeking FLOOR TECH for its custodial staff. Duties include but not limited to “Cleaning and sanitizing toilets, sinks, and restock bathroom supplies to create a pleasant bathroom experience for...
- Just Posted
Land Grant Information Management Specialist
- Central State University
-
Wilberforce, OH
FULL_TIME
- Job Summary: The individual is responsible for providing information technology (IT) assistance as related to the Land Grant functions of Research, Extension and Teaching training in the John W. Garla...
- 13 Days Ago
Maintenance Technician for Residential Property Management Leader
- EquityTeam Property Management
-
Dayton, OH
FULL_TIME
- PLEASE APPLY USING APPLICATION URLABOUT US:'Helping People and Properties Prosper!'EquityTeam is an industry-leading, third-party, residential property management company in Cincinnati & Dayton.We're ...
- 1 Month Ago
Management Internship
- Menard, Inc Career Center
-
SIDNEY, OH
PART_TIME
- Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
- 3 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Springfield, OH area
Remote Insurance Agent
- Dorr Agency
-
Dayton, OH
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/18/2024 12:00:00 AM
Intervention Specialist (Specialized Learning Classroom): Kenwood Elementary School
- Springfield City Schools
-
Springfield, OH
- Position Type: Elementary School Teaching Date Posted: 4/12/2024 Location: Kenwood Elementary (High-Needs School) Date A...
- 4/15/2024 12:00:00 AM
Auto Workers' Opportunity - Remote
- Life Balance Transition
-
Springfield, OH
- "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
- 4/15/2024 12:00:00 AM
Auto Workers' Opportunity - Remote
- Life Balance Transition
-
Brookville, OH
- "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
- 4/15/2024 12:00:00 AM
Eviction Prevention Specialist
- VineBrook Homes, LLC
-
Dayton, OH
- EVICTION PREVENTION SPECIALIST $1,000 Sign-On Bonus POSITION SUMMARY/OBJECTIVE The Eviction Prevention Specialist will b...
- 4/4/2024 12:00:00 AM
About Springfield, Ohio
Springfield is a city in the U.S. state of Ohio and the county seat of Clark County. The municipality is located in southwestern Ohio and is situated on the Mad River, Buck Creek and Beaver Creek, approximately 45 miles (72 km) west of Columbus and 25 miles (40 km) northeast of Dayton. Springfield is home to Wittenberg University, a liberal arts college.
As of the 2010 census, the city had a total population of 60,608. The Springfield Metropolitan Statistical Area had a population of 138,333 residents. and the Dayton-Springfield-Greenville, OH Combined Statistical Area had 1,072,891 residents....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$104,578 to $149,847
Springfield, Ohio area prices
were up 1.3% from a year ago
were up 1.3% from a year ago