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)
S.R. Sloan is searching for a designer and estimator for trusses, wall panels, stairs, and other engineered wood products. This is an excellent opportunity for you to develop a great career in a construction related profession with an industry leader! As a designer you are responsible for reading and interpreting blueprints to develop designs for complete building projects. A designer concentrates on layouts for roofs, flooring, wall panels, and stairs for residential or commercial buildings. You will be creating designs through computer-aided design (CAD) software to ensure accuracy and the relevant building codes. You will interact with clients and contractors regarding construction progress and deadlines.
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S.R. Sloan, Inc. is an equal opportunity employer, and we value diversity. We do not discriminate based on race, religious affiliation, color, national origin, gender, age, marital status, sexual orientation, veteran status, or disability
Job Type: Full-time
Pay: $65,160.00 - $72,800.00 per year
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Work Location: Hybrid remote in Whitesboro, NY 13492
0 Wealth Management Specialist, Sr. jobs found in Utica, NY area