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)
Our company is looking for tech-savvy team members who will build and execute workflows for connecting software systems through integration platforms such as Zapier.
This position is not your traditional IT position but your ability to problem solve and seek out problems that others do not see will be used daily. You will be setting up an AI system and working with it to find those issues that need to be worked out before launching to the team and our clients.
If you are looking for an IT job that is to set up new hires and focus on security or looking for a software development position, this is NOT that kind of job. Please carefully read the following to decipher if this is a job you are qualified for.
THIS IS NOT ENTRY LEVEL NOR IS IT A "TEACH ME, I AM A QUICK LEARNER" TYPE OF JOB. You will have to be able to figure out what the problem and what the solutions are yourself.
Read the rest of this job ad and if it sounds like you please reach out to me immediately. We are hiring now!
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