Wealth Management Specialist jobs in Appleton, WI

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)

N
Trust & Wealth Management Coordinator
  • NEB Corp
  • Fond du Lac, WI FULL_TIME
  •  
     
     

    Why NEBAT?

    Trusted.  Genuine.   Successful.  National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin.  Founded in 1933, we are a trusted business partner, employer, and community member.  At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

    Position Summary

    As a Trust & Wealth Management Coordinator, you will provide effective and efficient support, primarily to the Trust & Wealth Management Officer.  This support will include regulatory and operational responsibilities along with preparation for client-facing meetings. You will also provide daily internal administrative support as needed in alignment with our bank policies and procedures and within regulatory guidelines.

    Skills & Attributes Needed

    The following skills and attributes are needed to be successful in your banking career as a Trust & Wealth Management Coordinator:

    • Strong attention to detail
    • Interpersonal skills
    • Excellent communication skills
    • Work independently as well as collaboratively as part of a team
    • Aptitude and ability to easily learn new technology and software including proficiency in Microsoft Outlook, Excel, Word and Adobe Pro
    • Willingness to learn new processes and procedures with ability to identify and recommend efficiencies
    • Ability to work under high stress levels with frequent interruptions and with tight and often changing deadlines
    • Maintain the highest level of confidentiality and discretion of customer and bank information
    • Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette to internal and external contacts and clients.

     Qualifications

    Ideal candidates will possess the following qualifications:

    • Requires some post-secondary education or training in Business or related field, or an equivalent of work experience in a business setting.
    • Prior experience with investment management software and/or trust accounting software is helpful.
    • Previous experience in banking, finance or trust/estate administration is preferred.

    Benefits Offered

    National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

    • Health, Dental, and Vision Insurance
    • Health Savings Account with Employer Contributions
    • Short and Long Term Disability
    • Employer Paid Life and AD&D Insurance
    • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
    • 401(k) with Employer Match & Profit Sharing
    • Paid Time Off
    • Flexible scheduling 
    • Education Assistance Program
    • Product & Service Discounts & more!
  • 18 Days Ago

K
Retirement Plan Administrator - Wealth Management
  • KerberRose S.C.
  • Appleton, WI FULL_TIME
  • DescriptionRetirement Plan AdministratorThis position may be available in any KerberRose office location.Serve external clients in meeting their retirement plan needs through a shared culture of excel...
  • 11 Days Ago

S
Principal Wealth Manager, Stevens Point
  • Savvy Wealth
  • Stevens, WI FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 18 Days Ago

N
Workforce Management Specialist
  • Network Health
  • Menasha, WI FULL_TIME
  • DescriptionNetwork Health's success is rooted in its mission to create healthy and strong Wisconsin communities. It drives the decisions we make, including the people we choose to join our growing tea...
  • 5 Days Ago

K
Supply Chain Management Specialist
  • Kohler Co.
  • Kohler, WI FULL_TIME
  • Supply Chain Management SpecialistWork Mode: OnsiteLocation: Onsite at Kohler, WIOpportunityOur program consists of four, six-month rotations, focused on developing high potential talent for Kohler Co...
  • 9 Days Ago

N
Specialist, Workforce Management-Remote
  • Navitus Health Solutions LLC
  • Appleton, WI FULL_TIME
  • Putting People First in Pharmacy- Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medic...
  • 14 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Appleton, WI area

S
Experienced General Dentist - Appleton, WI
  • Smiles On Calumet
  • Appleton, WI
  • General Dentist Smiles on Calumet is looking for a General Dentist to join our team. Why Heartland Dental? As the leader...
  • 3/28/2024 12:00:00 AM

D
General Dentist - Bellevue, WI
  • Dental Care Of Bellevue
  • Green Bay, WI
  • General Dentist Dental Care of Bellevueis looking for a General Dentist to join our team. Why Heartland Dental? As the l...
  • 3/28/2024 12:00:00 AM

B
MRO Buyer
  • Brunswick Corporation
  • Fond Du Lac, WI
  • *It is our people behind lifes passions who will make the big difference. If you are interested in becoming part of a co...
  • 3/28/2024 12:00:00 AM

B
Technical Account Manager
  • Brunswick
  • Fond Du Lac, WI
  • **_Are you ready for whats next?_** _Come explore opportunities within Brunswick, a global marine leader committed to ch...
  • 3/28/2024 12:00:00 AM

D
Remote Insurance Agent
  • Dorr Agency
  • Oshkosh, WI
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/27/2024 12:00:00 AM

S
Seasonal Auto Glass Repair Service Specialist
  • Safelite Group, Inc.
  • Appleton, WI
  • Does this position interest you? You should apply - even if you don't match every single requirement! We're known as an ...
  • 3/25/2024 12:00:00 AM

B
Solution Architect - Customer Experience
  • Brunswick Corporation
  • Fond Du Lac, WI
  • Solution Architect - Customer Experience page is loaded **Solution Architect - Customer Experience** **Solution Architec...
  • 3/25/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$71,346 to $113,972
Appleton, Wisconsin area prices
were up 1.3% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
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.
January 07, 2020