Wealth Management Specialist, Sr. jobs in Utica, NY

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
Truss Designer
  • S.R. Sloan, Inc.
  • Whitesboro, NY FULL_TIME
  • 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.

    OVERALL RESPONSIBILITIES

    • Reading and interpreting blueprints.
    • Developing and completing design details from original concept drawings and preparing layouts.
    • Ensuring conformance to all relevant building requirements and municipality building codes, if applicable.
    • Interpreting design requirements as indicated by procedures, design manuals, and other applicable specifications.
    • Generating and providing timely and accurate pricing for estimating purposes.
    • Generating layouts for final construction.
    • Reviewing design(s) for most efficient and profitable use of inventory, equipment, and manpower as time permits.
    • Ensuring designs are accurate, optimized, and conforms to standards.
    • Assist in sales and production with design service and troubleshooting.
    • Handles customer’s questions and complaints in a timely professional manner.
    • Assist in sales on following up and selling the benefits of our design to close the deal.

    REQUIRED SKILLS

    • Excellent attention to detail in order to create accurate diagrams and drafts.
    • The ability to spot potential problems within a rough sketch and visualize solutions.
    • Utilize math skills to calculate various lengths, weights, and angles.
    • Technical knowledge of CAD software, inventory systems, and Microsoft.
    • Collaborate with customers, coworkers, and management.
    • Responding to common inquiries from customers.
    • Multi-tasking between multiple projects and designs with ability to prioritize work and meet deadlines

    REQUIRED EXPERIENCE

    • Associates Degree or Equivalent from a two-year college or technical school; or 3 to 5 years’ experience of related experience and/or training; or equivalent combination of education and experience
    • Minimum 3 to 5 years of experience in related field/responsibilities.
    • Working knowledge of floor and roof systems is preferred but not required.

    PAY AND HOURS

    • Flexible hours
    • 8 to 10 hour shifts
    • Monday through Friday
    • Hybrid after initial training
    • Overtime available

    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

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Flexible schedule
    • Health insurance
    • Health savings account
    • Paid time off
    • Vision insurance

    Schedule:

    • 10 hour shift
    • 8 hour shift
    • Monday to Friday
    • Overtime

    Supplemental pay types:

    • Bonus opportunities

    Education:

    • Associate (Required)

    Experience:

    • CAD: 1 year (Preferred)
    • Sales: 1 year (Preferred)
    • Blueprint reading: 1 year (Preferred)
    • Construction estimating: 3 years (Preferred)

    Work Location: Hybrid remote in Whitesboro, NY 13492

  • 12 Days Ago

C
Configuration Management Specialist
  • CACI
  • Rome, NY FULL_TIME
  • Configuration Management SpecialistJob Category: Engineering and Technical SupportTime Type: Full timeMinimum Clearance Required to Start: Top SecretEmployee Type: RegularPercentage of Travel Required...
  • 15 Days Ago

F
Installation Management Specialist
  • Field Operating Offices of the Office of the Secretary of the Army
  • Hamilton, NY FULL_TIME
  • About the Position: The Army Fellows Program provides an exciting opportunity to embark on a developmental, accelerated career path as an Army Civilian including continued training and educational opp...
  • 5 Days Ago

I
Funds Management Specialist
  • Inpay
  • Copenhagen, NY FULL_TIME
  • Are you living in Copenhagen and looking to join a dynamic, international company who is changing the world of finance?If you enjoy working with numbers and currencies, manging funds and payments, and...
  • 6 Days Ago

E
Accounts Receivable Specialist
  • Elemental Management Group
  • Waterville, NY FULL_TIME
  • COME JOIN A GREAT TEAM !!! Prepares accurate invoices for all private pay and NAMI residents monthly Enters appropriate tax charge in a/r profile in PCC based on private pay payer and room Ensure time...
  • 2 Months Ago

W
Operations Safety Risk Management Specialist
  • Washington Metropolitan Area Transit Authority
  • Maryland, NY FULL_TIME
  • Job Description Do you have a passion for safety? Do you have knowledge of safety and operations processes, and risk mitigation? Washington Metropolitan Area Transit Authority (Metro) is seeking motiv...
  • 8 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist, Sr. jobs found in Utica, NY area

C
Program Financial Analyst
  • CACI International, Inc.
  • Rome, NY
  • Program Financial Analyst Job Category: Finance and Accounting Time Type: Full time Minimum Clearance Required to Start:...
  • 4/18/2024 12:00:00 AM

V
(LPN) Licensed Practical Nurse- Agency
  • Vincent Management Group LLC
  • Utica, NY
  • Agency LPN $1600 per week $22 per hour Taxed $750 per week Stipend LPN Long Term Care 50 mile radius rule Days Shift: 6:...
  • 4/18/2024 12:00:00 AM

T
Travel Nurse RN - Med/Surg - $2,261 per week in Utica, NY
  • Travelnursesource
  • Utica, NY
  • TravelNurseSource is working with AHS NurseStat to find a qualified Med/Surg RN in Utica, New York, 13501 Pay Informatio...
  • 4/18/2024 12:00:00 AM

T
Travel Nurse RN - $2,304 per week in Utica, NY
  • Travelnursesource
  • Utica, NY
  • TravelNurseSource is working with Procare USA to find a qualified Other RN in Utica, New York, 13501 Pay Information $2,...
  • 4/18/2024 12:00:00 AM

N
Senior Director of Finance
  • Nonprofit Organization
  • Utica, NY
  • Job Description Job Description This position is responsible for high level oversight of all fiscal functions of the org...
  • 4/17/2024 12:00:00 AM

E
Account Sales Consultant III - 003211
  • Excellus BlueCross BlueShield
  • Utica, NY
  • ** Account Sales Consultant III - 003211** **Job Category****:** Non Manager **Requisition Number****:** ACCOU006591 Sho...
  • 4/16/2024 12:00:00 AM

U
Account Sales Consultant III - 003211
  • Univera Healthcare, Inc.
  • Utica, NY
  • ** Account Sales Consultant III - 003211** **Job Category****:** Non Manager **Requisition Number****:** ACCOU006591 Sho...
  • 4/14/2024 12:00:00 AM

U
Branch Manager Morrisville Plaza
  • Ublocal
  • Morrisville, NY
  • ** Branch Manager - Morrisville Plaza Office** Morrisville, VT 05661 ** associate** Education ** Mid Level (2-10 years e...
  • 4/14/2024 12:00:00 AM

Utica (/ˈjuːtɪkə/ (listen)) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 95 miles (153 kilometers) northwest of Albany, 55 mi (89 km) east of Syracuse and 240 miles (386 kilometers) northwest of New York City . Utica and the nearby city of Rome anchor the Utica–Rome Metropolitan Statistical Area, which comprises all of Oneida and Herkimer counties. Formerly a rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$108,788 to $155,879
Utica, New York area prices
were up 1.5% from a year ago