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)
As an EEO / Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.
I. Job Summary
This position provides project staff support and oversight to ensure the implementation of established environmental and safety policies, programs, and processes, so that operations are managed to keep people safe and protect the environment.
This includes ensuring compliance / conformance with : environmental and safety legal requirements; Corporate Environmental Protection and Safety programs and requirements;
and regulatory and permit related environmental and safety requirements. Manages assigned EHS program(s) and information systems to achieve goals and meet company, customer, or regulatory requirements.
Utilize ability to professionally interface with various levels of staff within WM and customer project site staff. Travel to other market area sites, as needed.
II. Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each duty satisfactorily. Other ancillary duties may be assigned.
Provides on-site or off-site project staff guidance / support proactively or upon request. Helps communicate expectations related to implementing or maintaining required EHS programs / processes / procedures.
Assists operations in developing site-specific procedures or action plans, and training materials as needed.
Conducts remote or on-site safety and / or environmental assessments and audits for conformance to company procedures and permit requirements.
Help project staff develop corrective / preventive action and tracks any issues identified to completion. Manages several EHS projects / programs as assigned which may include the following, but is not limited to : Operations review, continual improvement, and Cross Functional Team Safety Near Miss / Unsafe Condition and / or Peer Observation Program review, tracking, and data analysisWMU Administration (curriculum, training groups, assignments, trouble-shooting) and related materials distribution and updates Safety and / or Environmental Recognition Programs Rules Book Implementation and Updates Safety or Environmental special focus or training events Safety or Environmental performance summaries and communications
III. Supervisory Responsibilities
No direct reports, but regularly responsible for assigning tasks and coaching project staff.
IV. Qualifications
The requirements listed below are representative of the qualifications necessary to perform the job.
B. Certificates, Licenses, Registrations or Other Requirements
C. Other Knowledge, Skills or Abilities Required
recycling; TSCA / PCB; DOT hazardous materials regulations; DOT motor carrier safety; and OSHA
D. Other Knowledge, Skills or Abilities that Contribute to Success
V. Work Environment and Essential Functions
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Note : the following is defaulted for office setting position
Benefits
At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability.
As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days.
Please note that benefits may vary by site.
If this sounds like the opportunity that you have been looking for, please click Apply.
Last updated : 2024-03-30
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