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)
Our Opportunity
We are seeking a bright, talented, self-motivated, Apartment Leasing Consultant who would enjoy the small office setting at a luxury rental property in Duluth. The main responsibilities include leasing and maintaining positive resident relations of multi-family residential apartments.
The ideal candidate will have a college education and previous experience within the real estate field as a leasing consultant. Must be friendly, professional and have excellent customer service skills. Candidate to be computer-literate, and proficient in Microsoft Office applications. Strong verbal and written skills are a must.
THIS POSITION IS EVENINGS AND WEEKEND HOURS.
Job Responsibilities:
Essential Job Functions:
Fair Housing Certification, willingness to obtain prior to interacting with prospective residents.
Demonstrate an ability to support and contribute to community team.
Demonstrate strong oral and written communication skills.
Operate telephone, personal computer/keyboard, Microsoft Office including Word and MS Outlook, community software
Must possess a positive attitude
Participate in training in order to comply with new or existing laws.
Ability to work a flexible schedule, including evenings and weekends.
Two (2) years experience in previous relevant customer service.
Comply with expectations as demonstrated in the employee handbook.
Demonstrate ability to diffuse and respond to customer concerns to avoid escalation of the problem.
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