Wealth Management Specialist, Sr. jobs in Waco, TX
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)
Recently Added Wealth Management Specialist, Sr. jobs
- JPMC Candidate Experience page
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Waco, TX
FULL_TIME
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states
- 5 Days Ago
- Friends For Life - Waco
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Waco, TX
FULL_TIME
- The Money Management Program at Friends for Life acts as representative payee for seniors and adults with disabilities who are at risk of losing independence due to their inability to manage financial...
- 1 Day Ago
- The Salvation Army USA Southern Territory
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Waco, TX
FULL_TIME
- The Salvation Army, an internationally recognized non-profit, faith-based organization, has an opening for Case Management Specialist at the Waco Corps, located in Waco, TX. Job Summary Interviews, ac...
- 2 Days Ago
- Bluespring Wealth Partners
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Waco, TX
FULL_TIME
- LifeBridge has been a multigenerational team since 2016 committed to helping families reach and thrive in retirement. The story of LifeBridge goes back to 1989 when Michael founded Michael G Rudelson ...
- 9 Days Ago
- Industrial Steel Management, Inc
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Hewitt, TX
FULL_TIME
- Primary Responsibilities: Reviews customer drawing for completeness, looking for tolerances and all dimensions needed to produce the part.Creates or revises drawings to produce the part when the custo...
- 1 Month Ago
- US Defense Contract Management Agency
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Waco, TX
FULL_TIME
- Duties Reviews contracts to identify technical requirements/develop necessary tasks for surveillance plans. Identifies frequency and intensity of production surveillance required for assigned contract...
- 24 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Waco, TX area
About Waco, Texas
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