Wealth Management Specialist jobs in Columbus, MS

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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QUALITY ASSURANCE SPECIALIST
  • UNIVERSAL ASSET MANAGEMENT INC
  • Shannon, MS FULL_TIME
  • 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

    • Identifies opportunities for process improvements through analysis of process measurement data.
    • Serves as a member of a multi-functional or technical team. Responsible for implementing the overall Quality Program for a diversity of products and services in support of UAM business goals.
    • Independently performs audits/surveillance of UAM Processes to ensure customer and contractual requirements are met.
    • Investigates and provides data on customer complaints/concerns regarding UAM processes which impact customer satisfaction.
    • Conducts collection and analysis of quality information from multiple sources for the development of quality strategy and programs
    • Evaluating existing Quality documentation and procedures for compliance and accuracy.
    • Ability to problem solve and troubleshoot issues related to quality and/or operational issues while meeting deadlines.
    • Leads and collaborates on non-conformance and CAPA investigations
    • Provides Audit support to operations teams including pre audit readiness verification, audit participation as needed, and post audit corrective action
    • Develops and implements databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality.
    • Prepares and maintains a variety of company records and reports as required.
    • Perform any other related duties including compliance tasks as assigned and needed

    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

     

     

  • 3 Days Ago

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Management trainee
  • Rainforest Carwash and Oil Change
  • Meridian, MS FULL_TIME
  • Come start your new career. Rainforest Carwash of Meridian is seeking candidates for a Manager Trainee. We are looking for someone with previous management experience that can help manage our new loca...
  • 20 Days Ago

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Management Trainee
  • Anytime Cash Solutions
  • Louisville, MS FULL_TIME
  • Manager Trainee Job Responsibilities: Ability to always remain professional and courteous with customers Verify customer information and process loans Evaluate and process loan applications Check cash...
  • 1 Day Ago

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Retail management
  • GameStop
  • Albany, MS FULL_TIME
  • PLEASE NOTE : Your application will be considered for all locations within this district. Our passion around delighting our customers is our singular mission. We are simply obsessed with it. It’s what...
  • 26 Days Ago

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Management Candidates
  • Wendy's
  • Meridian, MS FULL_TIME
  • Want to make a difference? Want to be a leader? We are searching for top management candidates at all levels for our Wendy's restaurant. Compensation is dependent on experience, and we are highly comp...
  • 27 Days Ago

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Specialist
  • T-ROC
  • Louisville, MS FULL_TIME
  • At T-ROC you have the POWER TO CREATE CHANGE! As a premiere authorized wireless sales partner working inside of one of the world's largest retailers, you will become an exceptional salesperson! By foc...
  • 1 Day Ago

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0 Wealth Management Specialist jobs found in Columbus, MS area

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Electrical Design Engineer
  • Mackinnon & Partners
  • Columbus, MS
  • Duties/Responsibilities Design and development of electrical schematics, diagrams, and drawings using industry-standard ...
  • 4/26/2024 12:00:00 AM

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Defense Systems Engineer
  • The Ranger Group
  • Columbus, MS
  • The Ranger Group, a US Engineering Solutions provider, is currently seeking a Defense Systems Engineer to perform modifi...
  • 4/26/2024 12:00:00 AM

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Mechanical Design Engineer - Defense Systems
  • The Ranger Group
  • Columbus, MS
  • Mechanical Design Engineer - Direct Hire Location: Columbus, MS - 100% onsite Job Summary The Ranger Group is currently ...
  • 4/26/2024 12:00:00 AM

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System Design Engineer
  • nTech Workforce
  • Columbus, MS
  • Terms of Employment Direct Hire - Full Time The office is located in Columbus, MS. This is a full-time position, 40 hour...
  • 4/26/2024 12:00:00 AM

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Intern-Nurse II - GT Nursery BMH GTR
  • Baptist Memorial
  • Columbus, MS
  • Summary Coordinates with physicians, physician office staff, ancillary departments and surgery staff to provide a patien...
  • 4/26/2024 12:00:00 AM

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Warehouse Logistics & Order Selector
  • Sysco Foods
  • Columbus, MS
  • Responsibilities This is a warehouse position responsible for operating an electric pallet jack, or forklift, to select ...
  • 4/26/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Columbus, MS
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/26/2024 12:00:00 AM

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Dishwasher
  • Longhorn Steakhouse
  • Columbus, MS
  • WE ARE LONGHORN. Legendary food and service begins with legendary people. We believe in earning the loyalty of our Team ...
  • 4/26/2024 12:00:00 AM

The city is located approximately 10 mi (16 km) west of the Mississippi-Alabama state line along U.S. Route 82, U.S. Route 45, and numerous state highways. US 82 leads southeast 29 mi (47 km) to Reform, Alabama and west 25 mi (40 km) to Starkville. US 45 leads south 32 mi (51 km) to Macon and north 28 mi (45 km) to Aberdeen. According to the United States Census Bureau, the city has a total area of 22.3 square miles (57.8 square kilometers), of which 21.4 square miles (55.5 square kilometers) is land and 0.9 square miles (2.3 square kilometers) is water. Large lakes and rivers are nearby, such...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$63,590 to $101,570
Columbus, Mississippi area prices
were up 1.2% from a year ago

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