Wealth Management Specialist, Sr. jobs in Sumter, SC

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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Sr. All-Source OSINT-Focused Analyst- FARSI Language enabled
  • Credence Management Solutions, LLC
  • Shaw, SC FULL_TIME
  • Overview

    Credence Management Solutions, LLC (Credence) is seeking a Senior All-Source OSINT-Focused Analyst- Language enabled to support the U.S. Air Forces Central (USAFCENT) Intelligence, Surveillance, and Reconnaissance (ISR) Technical Support program at Shaw AFB, SC.

    Language Enable –Farsi - independently tested to ensure ability to listen, read, write and translate in accordance with either Defense Proficiency Language Test (DPLT) or Interagency Language Roundtable (ILR) level 2/2 

    Responsibilities include, but are not limited to the duties listed below, as outlined in the contract statement of work

     

    • Provide expert analytic support to Open Source Analysis. Lead/manage the systematic collection of publicly available information (PAI) in the USCENTCOM AOR across subject areas to meet client needs.
    • Provide senior analytical advising for military and DoD civilian. Ad Hoc/anticipated deliverables in coordination with the Government Lead and the COR: Briefings, Tipper Reports, PowerPoint presentations, OSINT summary reports, Social Media Roll ups.
    • Develop strategies and plans for the collection of PAI in response to intelligence gaps, including the tools and methodologies needed to accomplish the task.
    • Develop, acquire, evaluate, and implement PAI collection tools and methodologies, metadata schema, or other information discoverability processes.
    • Lead the integration of intelligence data and information, analyze, and produce open-source intelligence in response to Priority Intelligence Requirements (PIR) on political, military, economic, social, criminal, and counterterrorism issues.
    • Provide PAI research support to long-term, deliberate intelligence products.
    • Provide expert written and verbal translation support to the 9 AF (USAFCENT) A2 mission across USCENTCOM AOR subject areas to meet client needs.
    • Apply knowledge of AOR history, local customs, and current events in targeting, assessment, and trend analysis processes.
    • Utilizing open-source tools, provide near real- time threat warning based on client's criteria, including Essential Elements of Information (EEI) and Commander's Critical Information Requirements (CCIR).
    • Serve as 9 AF (USAFCENT)'s focal point for subject matter expertise on current and emerging PAI technologies and tactics, techniques, and procedures.
    • As directed, leverage all formal and informal analytic exchanges, as well as training opportunities, in order to foster peer-to-peer collaboration, ensure thorough vetting of products, and deliberately pursue/maintain acuity on essential elements of tradecraft.
    • Maintain coordination/collaboration, critical to mission success, with outside entities, including, but not limited to, the National Command Authority; national, international, and service intelligence centers; combatant commands; air components; and wing intelligence.
    • Maintain specialized intelligence and operations community accesses pertinent to functional area in order to enhance situational awareness and planning support, including, but not limited to, Alternate Compensatory Control Measures (ACCM).

    Education, Requirements and Qualifications

     

    • Top Secret security clearance with Sensitive Compartmented Information (TS/SCI) eligibility.  
    • Bachelor’s Degree or eight (8) years’ direct relevant intelligence analysis experience
    • At least eight (8) years’ analytical experience at the tactical/operational level within DoD or equivalent Government agencies
    • Former MOS 35F, 350F, 18F, 35D, 34A, or equivalent such as USMC – 0204, 0210, 0211 - Counterintelligence/Human Intelligence (CI/HUMINT) Specialist, 0231 Intelligence Specialist, U.S. Navy – Navy Intelligence Specialist, USAF –1N7X1 Human Intelligence Specialist, 1N4X1 Intelligence Fusion Analyst, 1N0X1 All Source Intelligence Analyst
    • Proficient in utilizing standard computer applications and intelligence related automation to support analytical efforts and product development.
    • Familiar with and capable of using social media platforms.
    • Be capable of effectively operating as a member of an analytical team in support of Combined Joint Operating Area (CJOA)-I requirements.
    • Be able to travel to CJOA-C in order to provide/receive training.
    • Briefing skills to include the ability to clearly articulate information.
    • Language Enabled based on current or emerging needs of assigned unit -Farsi - independently tested to ensure ability to listen, read, write and translate in accordance with either DPLT or ILR) level 2/2 
    • Open Source (OS) 1 training and Introduction to Middle East Cultural Study (Computer Based Training Course) required. If not completed previously, must be completed three months after employment start. Cost will be covered by 9 AF (USAFCENT)
    • Preferred Qualifications:
      • Education –Master’s Degree
      • Experience in either CT, Afghanistan, Iraq/SWA regional issues, HUMINT, CI or military analysis
      • Competed OS301 Basic OSINT Course
      • Completed OS 1 Course  
      • Completed Managed Attribution Training  
      • Completed OS302 OSINT Analytic Tools Course        
      • Completed Air Force toolkit/Berber Hunter Toolkit Training  
      • Completed Echo Analytics Group (EAG) – Basic Social Media Analysis Course
      • Complete EAG - Advanced Social Media Analysis Course

    Working Conditions and Physical Requirements

    Job may require the employee to be:

    • In a stationary position 50% of the time.
    • Able to ascend/descend stairs as required.
    • Able to move equipment not to exceed 25 lbs as needed.
    • May require CONUS/OCONUS travel up to 20%.

    #Li-Onsite

  • 18 Days Ago

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Sr. All-Source OSINT-Focused Analyst- Language enabled
  • Credence Management Solutions, LLC
  • Shaw, SC FULL_TIME
  • Overview Credence Management Solutions, LLC (Credence) is seeking a Senior All-Source OSINT-Focused Analyst- Language enabled to support the U.S. Air Forces Central (USAFCENT) Intelligence, Surveillan...
  • 19 Days Ago

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Knowledge Management (KM) and Task Management Tool Specialist
  • UIC Alaska
  • Sumter, SC FULL_TIME
  • Overview KNOWLEDGE MANAGEMENT/TASK MANAGEMENT TOOL SPECIALIST (AFMDS): Bowhead is seeking a Knowledge Management (KM) and Task Management Tool Specialist at Shaw AFB, SC to support 15th Air Force in a...
  • 1 Month Ago

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Knowledge Management (KM) and Task Management Tool Specialist
  • Bowhead
  • Sumter, SC FULL_TIME
  • Overview KNOWLEDGE MANAGEMENT/TASK MANAGEMENT TOOL SPECIALIST (AFMDS): Bowhead is seeking a Knowledge Management (KM) and Task Management Tool Specialist at Shaw AFB, SC to support 15th Air Force in a...
  • 1 Month Ago

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Deployment Plans Support/Force Management Specialist
  • Government Tactical Solutions
  • Sumter, SC FULL_TIME
  • GovTact is seeking a full-time employee to work as a Deployment Plan Support/Force Management at the Shaw AFB in Sumter, SC. Essential Job Responsibilities Provide advice and high-level analytical ass...
  • 26 Days Ago

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Sr. Manufacturing Engineer
  • Becton, Dickinson and Company
  • Sumter, SC FULL_TIME
  • Job DetailsJob Description SummaryJob DescriptionWe are the makers of possible BD is one of the largest global medical technology companies in the world. Advancing the world of health is our Purpose, ...
  • 1 Day Ago

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0 Wealth Management Specialist, Sr. jobs found in Sumter, SC area

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Columbia, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/26/2024 12:00:00 AM

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Remote - Recruitment Specialist
  • Life Balance Transition
  • Columbia, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/26/2024 12:00:00 AM

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General Dentist - Columbia, SC
  • Hiring Now!
  • Columbia, SC
  • General Dentist- Columbia SC Brand New Office Relocation! NEW GRADS WELCOME Rice Creek Family Dentistry is looking to ad...
  • 4/25/2024 12:00:00 AM

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Billing Specialist
  • Hub International
  • Columbia, SC
  • ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits bro...
  • 4/24/2024 12:00:00 AM

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Remote - Talent Acquisition Consultant
  • Life Balance Transition
  • Columbia, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/23/2024 12:00:00 AM

Sumter /ˈsʌmtər/ is a city in and the county seat of Sumter County, South Carolina, United States. Known as the Sumter Metropolitan Statistical Area, the namesake county adjoins Clarendon and Lee to form the core of Sumter-Lee-Clarendon tricounty area of South Carolina that includes the three counties in the east central Piedmont. The population was 39,643 at the 2000 census, and it rose to 40,524 at the 2010 census. Known as the Gamecock City,[citation needed] Sumter lies near the geographic center of the state of South Carolina at 33°55′37″N 80°21′49″W / 33.92694°N 80.36361°W / 33.92694; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$99,039 to $141,910
Sumter, South Carolina area prices
were up 1.5% from a year ago