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)
Job Description:
We are looking for a Candidate with a minimum of three (3) years’ experience with Quality Assurance practices and methodologies or three years (3) experience
shipping and receiving product in a Warehouse environment. The Candidate will be responsible for assuring Universal Assets Management Quality Management System goals and directives are met with accuracy and on time commitment.
Description & Responsibilities
REQUIRED SKILLS & KNOWLEDGE
· High School diploma
· Excellent attention to detail and record keeping.
· Proficient in Microsoft word, Excel and Power Point
· Organized, attention to detail and maintain appropriate analytical skills.
· Excellent communication skills, both written and verbal.
· Excellent organization, prioritization, and problem-solving skills
· Normal math skills such as: add, subtract, divide, multiply
· Able to lift 40 lbs.
DESIRABLE SKILLS & KNOWLEDGE
· Warehouse Quality Operations a plus
· Knowledge of the Aircraft Suppliers Association requirements a plus
· Knowledge of Aircraft parts / maintenance a plus
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0 Wealth Management Specialist jobs found in Columbus, MS area