Wealth Management Specialist jobs in Altus, OK

Wealth Management Specialist 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 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 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. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Management
  • Richeson Management Corporation
  • Childress, TX FULL_TIME
  • Management- Oversees entire restaurant operations, including financial performance, product production, inventory, personnel, sales, and marketing for the restaurant. Ensures restaurant is operated within operational guidelines established by owner and franchiser. Essential job functions include, but are not limited to:

    • Oversees and manages all areas of restaurant and makes final decisions on matters of importance.
    • Ensures that all PRIDE systems and routines are incorporated into the day-to-day operations of the restaurant.
    • Responsible for the development and achievement of the restaurant’s game plan by working with their DM.
    • Ensures guest service in all areas meets company standards.
    • Responds to customer complaints, taking prompt and appropriate action to resolve problems and to ensure customer satisfaction is maintained.
    • Works with local chamber and schools to increase restaurant sales.
    • Staffs, trains and develops assistant managers and hourly employees through orientations, ongoing feedback, the establishment of performance expectations and by conducting performance reviews.
    • Responsible for effective management schedules and ensures that restaurant is properly staffed for all day parts and sales volumes.
    • Manages restaurant P & L to optimize manageable profit, controls COGS, Labor, and Controllables (semi-fixed expenses).
    • Performs other duties and responsibilities as requested by DM.
    • Manages the entire operation of the restaurant through the development and growth of staff, sales and profitability to meet goals established in location’s game plan.
    • Ensures the restaurant is in accordance with established company standards, policies and procedures.
    • Assists in the success of the restaurant by ensuring guest satisfaction through adhering to company standards for quality, value, service and cleanliness.
    • Maintains a positive working relationship with all restaurant team members to foster and promote a cooperative and pleasant working climate which will be conducive to maximize employee morale, productivity and efficiency.
  • 1 Day Ago

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Management
  • Richeson Management Corporation
  • Chillicothe, TX FULL_TIME
  • Management- Oversees entire restaurant operations, including financial performance, product production, inventory, personnel, sales, and marketing for the restaurant. Ensures restaurant is operated wi...
  • 9 Days Ago

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Travel Training Specialist
  • Rolling Plains Management Corporation
  • Crowell, TX FULL_TIME
  • Rolling Plains Management Corporation is seeking to find a qualified candidate to fill a newly created position, Travel Training Specialist for our Transportation Division, SHARP Lines. This is a full...
  • 1 Month Ago

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Purchasing Specialist/Accounts Payable
  • Rolling Plains Management Corporation Of Baylor...
  • Crowell, TX FULL_TIME
  • Rolling Plains Management Corporation is seeking a qualified individual to fill a full-time Purchasing Specialist/Accounts Payable position that will report to to the Finance Director. Regular work ho...
  • 1 Month Ago

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Restaurant Management Opportunities
  • Sonic Drive-In
  • Woodward, OK FULL_TIME
  • Restaurant Management Opportunities Hot burgers, cold shakes, and little moments of magic right in the neighborhood. At SONIC, we do things a little differently. We find the fun, the moment of chill i...
  • 17 Days Ago

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Management & Sales Training Program
  • The Sherwin-Williams Company
  • Elk, OK FULL_TIME
  • The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams' promote-fro...
  • 28 Days Ago

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0 Wealth Management Specialist jobs found in Altus, OK area

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Company Driver
  • National Carriers
  • Altus, OK
  • Company Driver Benefits All New Pay Increase - $80,000+ Per Year* Longevity Pay - We reward our drivers to stay here. Ou...
  • 4/25/2024 12:00:00 AM

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Heavy Truck Repair Shop Manager
  • DECISIVE TRUCK REPAIR LLC
  • Altus, OK
  • Job Description Job Description If you've been crafting your knowledge and skills for years and always wanted to open a ...
  • 4/25/2024 12:00:00 AM

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KFC General Manager
  • KFC
  • Altus, OK
  • At KFC, we feed the world. But we do more than fill people up. We fulfill their life. Our meals matter, and when we serv...
  • 4/25/2024 12:00:00 AM

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CASHIER (full-time & part-time opportunities)
  • Murphy USA
  • Altus, OK
  • As one of the largest national gasoline and convenience retailers with more than 1,650 stores in 27 states, we know that...
  • 4/25/2024 12:00:00 AM

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Signal Maintainer (Safety)
  • CSX
  • Altus, OK
  • Responsibilities Assist in the installation, repairing, testing and maintenance of various railroad signals and grade cr...
  • 4/24/2024 12:00:00 AM

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Greenhouse Department Team Member
  • Tractor Supply Co
  • Altus, OK
  • Responsibilities This position is responsible for all aspects of maintaining the Greenhouse and all products inside and ...
  • 4/24/2024 12:00:00 AM

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Individual Accademic Coach
  • Sylvan Learning Center
  • Altus, OK
  • PERSONAL ACADEMIC COACH NEEDED! Sylvan Learning of Lake Parkislooking for enthusiastic K-12 academic coachesto join our ...
  • 4/24/2024 12:00:00 AM

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Food Service (Full Time)
  • Sodexo
  • Altus, OK
  • Responsibilities The Food Service Worker may work anywhere on property where food is prepared This person will assist in...
  • 4/24/2024 12:00:00 AM

Altus (pronounced AL-tus) is a city and the county seat in Jackson County, Oklahoma, United States. The population was 19,813 at the 2010 census, a loss of 7.7 percent compared to 21,454 at the 2000 census. Altus is home to Altus Air Force Base, the United States Air Force training base for C-17, KC-46 and KC-135 aircrews. It is also home to Western Oklahoma State College and Southwest Technology Center. Altus is located in northeastern Jackson County. It is situated in what used to be Old Greer County, an area with disputed ownership until a Supreme Court decision awarded it to Oklahoma Terri...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$63,217 to $100,974
Altus, Oklahoma area prices
were up 1.2% from a year ago

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· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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So, always ask about the services a wealth management firm offer.
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Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
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