Wealth Management Specialist jobs in Fairbanks, AK

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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Supervisory Financial Management Specialist
  • US Pacific Air Forces
  • Eielson AFB, AK FULL_TIME
  • Duties

    The primary purpose of this position is to serve as a first level supervisor as the NAF Accounting Office Manager, providing planning, directing, organizing, and exercising oversight to nonsupervisory employees assigned to the Non-Appropriated Fund (NAF) Accounting Office of the Resource Management Flight, Force Support Squadron. Responsible for the developing, implementing and monitoring NAF financial service operations and internal accounting controls. Plans, organizes, and directs the activities NAF Accounting Office ensuring that work complies with legal and regulatory requirements and meets customer needs. Provides fiscal oversight, analysis, and advisory services for the operational budgetand NAF fund activities. Develops goals and objectives that integrate organization and NAF Accounting Office objectives.
    Develops, implements, and executes the NAF accounting and financial services operations. Revises, adapts, or modifies accounting processes to meet local management requirements. Establishes policies and procedures for accomplishment of
    financial management assignments related to the receipt, disbursement, accounting procedures, and safeguarding of funds. Plans and schedules work in a manner that promotes a smooth flow and ensures deadlines are met. Identifies need for changes in priorities and takes action to implement such changes. Identifies work to be accomplished by subordinates, sets and adjusts priorities as needed, and implements changes. Assigns work to subordinate employees based on organization priorities and consideration of difficulty and requirements of assignments such that the experience, training and abilities of staff are effectively utilized to meet needs. Balances workload and provides advice, guidance, and direction on a wide
    range of financial service and administrative issues. Coordinates with other NAF activity personnel, flight chiefs, and FSS leadership as appropriate, providing training/instruction as required. Review and approve financial documents/transactions prepared by NAF AO personnel to ensure accuracy and correctness. Monitors the reconciliation of general ledger and subsidiary accounts to include audits of backup documentation as necessary. Conducts analyses, reviews, and special studies of financial management and/or related information for assigned programs/organizations. Assess and revise policies and procedures as needed to find ways to improve quality, timeliness and efficiency of duties. Responsible for the receipt,
    safekeeping, deposit, disbursement and accountability of all activities funds, including daily and monthly financial recordkeeping requirements. Interprets non-appropriated fund (NAF) finance and accounting policies and procedures outlined by AF and higher headquarters instructions, policies or directives. Serves as subject matter expert for accounting functions. Prepares reports and performs audits as required for management, leadership, or other AF agencies upon request. Oversee the process of NAF Travel Orders and assists with the oversight of the NAF Purchase Card program Supervisory personnel management responsibilities to include all personnel actions (i.e. recruitment, hiring, termination, wage increases, performance reviews, feedback, training/instruction, identify and provide developmental and training needs, awards, warnings and disciplinary actions, resolving complaints). Provides a work environment that is free from all forms of discrimination, harassment and retaliation. Address subordinate's concerns, whether perceived or real, and follows up with appropriated action to correct or eliminate tension in the workplace. Foster an environment of teamwork and cohesion amongst all personnel. Supports the EEO Program. Position of Trust.

    If interested in applying for this position you may preview the online application: https://apply.usastaffing.gov/ViewQuestionnaire/12315621

    Requirements

    Conditions of Employment

    • This position requires the incumbent to complete a background investigation with favorable results.

    Qualifications

    Who May Apply: Open to everyone. Applicants will be categorized by preference(s) and/or priority consideration eligibilities. An applicant's eligibility will be determined based on eligibility claimed in the questionnaire and proof of eligibility MUST be provided with application by the closing date, 02/26/2024

    Business Based Action, Outside Applicant Veteran, and Transition Hiring Preference

    In order to qualify, you must meet the experience requirements described below. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if the position allows for qualifying based on education, your transcripts will be required as part of your application.

    Qualifying Experience:
    • Through knowledge of the concepts and theories of Generally Accepted Accounting Principles (GAAP), principles and practices of general and cost accounting, taxation, budgeting and analysis of financial statements.
    • Understanding of legal principles that govern financial transactions and their relationships.
    • Experience in supervising people and processes.
    • Experience working with Microsoft Office software, to include Excel, Word and Outlook. Ability to operate Microsoft Power Point is preferred.
    • Experience with automated accounting software.
    • Basic knowledge of payroll guidelines and processes.
    • Good oral and written communication skills.
    • Must possess good customer service skills.
    • One full year of graduate level education; or , superior academic achievement or, must have specialized
      experience that provided the knowledge of accounting methods, procedures, and techniques used in maintaining and analyzing all classes of accounts in accounting system encompassing a number or diversified activities, ability to prepare financial statements and reports.
    • Knowledge of the accounting system sufficient to flow individual funds and specific monies from initiation through
      expenditure stages in order to trace discrepancies in the system

    Education

    Some federal jobs allow you to substitute your education for the required experience in order to qualify. This position does allow for education substitution.

    FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying.

    Additional information

    • Individual must fully meet qualification/eligibility/background requirements for this position.
    • Male applicants born after December 31, 1959 must be registered for Selective Service.
    • Direct deposit is required.
    • Satisfactorily complete an employment verification (E-Verify) check.
    • A probationary period may be required.
    • Pre-employment requirements must be satisfactorily met prior to Entrance on Duty (EOD).
    • Payment of Permanent Change of Station (PCS) costs is not authorized, based on a determination that a PCS move is not in the Government's interest.
    • Multiple positions may be filled from this job opportunity announcement. And additional selections may also be made from this job opportunity announcement.
    • Selection(s) are subject to restrictions resulting from hiring preferences and priority consideration eligible.
    • This is a Nonappropriated Fund (NAF) position carrying out Morale, Welfare and Recreation (MWR) activities for the Air Force and Space Force.

    • Benefits

      Review our benefits

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    Your resume and supporting document will be evaluated against the qualifications of the position.

    Once the announcement has closed, a review of your application package (resume, supporting documents, and responses to the questionnaire) will be used to determine whether you meet the qualification requirements listed on this announcement. If you are minimally qualified, your resume and supporting documentation will be compared against your responses to the assessment questionnaire to determine your level of experience. If, after reviewing your resume and/or supporting documentation, a determination has been made that you have inflated your responses to meet the position's qualifications and/or experience, you may lose consideration for this position. Please follow all instructions carefully when applying, errors or omissions may affect your eligibility.

    You should list any relevant performance appraisals and incentive awards in your resume as that information may be taken into consideration during the selection process. If selected, you may be required to provide supporting documentation.

    To better expedite the hiring process, we recommend including full contact information (name, address, phone number, email, etc.,) for professional and personal references on your resume.

    • Benefits

      Review our benefits

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      Required documents may vary based on the eligibility you are claiming (i.e., applying as a Military Spouse Preference - MSP, applying as a veteran, applying as a current federal employees, applying as a displaced employee, etc.,). The below document(s) are required and MUST be submitted with your application by the closing date of this job announcement:

      • Resume


      Your resume may be submitted in any format and must support identified the general or specialized experience described in this announcement. If your resume includes a photograph or other inappropriate material or content, it will not be used to make eligibility and qualification determinations and you may not be considered for this vacancy.

      Other accepted documents to support a qualification and/or claimed preference/priority eligibility may include:

      • Cover Letter
      • DD-214/ Statement of Service
      • Diploma/ GED
      • Disability Letter (VA)
      • License
      • Other (1)
      • Other (2)
      • PCS Orders
      • Professional Certification
      • Proof of Marriage Status
      • Resume
      • Separation Notice (RIF)
      • SF-50/ Notification of Personnel Action
      • Transcript


      As described above, your complete application includes your resume, your responses to the online questionnaire, and supporting documents which prove your claimed eligibility. If you fail to provide these documents, you will be marked as having an incomplete application package and you will not be considered any further.

      NOTE: Documents submitted as part of the application package to include supplemental documents may be shared beyond the Human Resources Office. Some supplemental documents such as military orders and marriage certificates may contain personal information for someone other than you. You may sanitize these documents to remove another person's personal information before you submit your application. You may be asked to provide an un-sanitized version of the documents if you are selected to confirm your eligibility.
    • How to Apply

      To be considered for this vacancy you must apply and complete the online questionnaire and submit the documentation specified in the Required Documents section above.

      The complete application package must be submitted by 11:59 PM (EST) on 02/26/2024 to receive consideration.

      To begin, click Apply to access the online application. You will need to be logged into your USAJobs account to apply. If you do not have a USAJobs account, you will need to create one before beginning the application.

      Follow the prompts to select your resume and/or other supporting documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.

      After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.

      You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package and submit the application. You must re-select your resume and/or other documents from your USAJobs account and designate the document type when submitting your application. Failure to complete this portion will result in an incomplete application package and you will not be further considered for this vacancy.

      It is your responsibility to ensure your application package (resume, supporting documents, and responses to the questionnaire) is complete, accurate, and submitted by the closing date.

      Additional information on how to complete the online application process and submit your online application may be found on the https://help.usastaffing.gov/Apply/index.php?title=Applicant

      To verify or check the status of your application, log into your USAJobs account. Once logged in, the Welcome screen lists your applications, your application status and the date it was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status


      Agency contact information

      Eielson NAF HR Office

      Email

      354fss.fsmh@us.af.mil

      Address

      Eielson Resource Management Flight
      354 FSS/FSMH, 354 Broadway St, Unit 6B
      Eielson AFB, AK 99702-1885
      US

      Next steps

      If you provided an email address, you will receive an email message acknowledging receipt of your application. Times may vary during the hiring process, as your application status updates/changes you will be notified with a notification letter via email.

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    Required documents may vary based on the eligibility you are claiming (i.e., applying as a Military Spouse Preference - MSP, applying as a veteran, applying as a current federal employees, applying as a displaced employee, etc.,). The below document(s) are required and MUST be submitted with your application by the closing date of this job announcement:

    • Resume


    Your resume may be submitted in any format and must support identified the general or specialized experience described in this announcement. If your resume includes a photograph or other inappropriate material or content, it will not be used to make eligibility and qualification determinations and you may not be considered for this vacancy.

    Other accepted documents to support a qualification and/or claimed preference/priority eligibility may include:

    • Cover Letter
    • DD-214/ Statement of Service
    • Diploma/ GED
    • Disability Letter (VA)
    • License
    • Other (1)
    • Other (2)
    • PCS Orders
    • Professional Certification
    • Proof of Marriage Status
    • Resume
    • Separation Notice (RIF)
    • SF-50/ Notification of Personnel Action
    • Transcript


    As described above, your complete application includes your resume, your responses to the online questionnaire, and supporting documents which prove your claimed eligibility. If you fail to provide these documents, you will be marked as having an incomplete application package and you will not be considered any further.

    NOTE: Documents submitted as part of the application package to include supplemental documents may be shared beyond the Human Resources Office. Some supplemental documents such as military orders and marriage certificates may contain personal information for someone other than you. You may sanitize these documents to remove another person's personal information before you submit your application. You may be asked to provide an un-sanitized version of the documents if you are selected to confirm your eligibility.


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

    Clarification from the agency

    Please see the "Who May Apply" section under the Qualifications section.

  • 12 Days Ago

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Recreation Specialist (Outdoor Recreation) NF-03
  • Army Installation Management Command
  • Fort Wainwright, AK OTHER
  • This position is located at Outdoor Recreation on Fort Wainwright, Alaska. Up to 25% relocation, recruitment and/or retention incentive may be authorized for eligible positions. Eligible for 1.69% COL...
  • 27 Days Ago

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Quality Assurance Specialist
  • US Defense Contract Management Agency
  • Fort Greely, AK FULL_TIME
  • Duties Serves as the Contract Management Office (CMO) focal point providing senior technical assistance and guidance to the operations Group team members regarding complex problems in the quality cont...
  • 20 Days Ago

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Supervisory Recreation Specialist NF-03
  • US Army Installation Management Command
  • Fort Wainwright, AK FULL_TIME
  • Duties Supervises a staff of 3-12 employees, assigns and reviews work assignments on a daily, weekly, or longer basis. Supports the activity by applying a practical knowledge of recreational activitie...
  • 1 Month Ago

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Wildland Firefighter (Fire Specialist) - Direct Hire Authority
  • US Bureau of Land Management
  • Fairbanks, AK FULL_TIME
  • Duties Performs administrative lead duties such as: timekeeping, travel, government credit card managements, maintaining records, etc. Applies an understanding of firefighter safety, fire behavior, to...
  • 1 Month Ago

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Information Technology Specialist (CUSTSPT) NF-03
  • US Army Installation Management Command
  • Fort Greely, AK FULL_TIME,PART_TIME
  • Duties Performs highly structured, entry-level work designed to develop broader and more in-depth knowledge and skills such as delivery of IT support services, to include installations, configuration,...
  • 30 Days Ago

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0 Wealth Management Specialist jobs found in Fairbanks, AK area

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Systems Support Specialist
  • General Dynamics Information Technology
  • Fort Wainwright, AK
  • General Dynamics Information Technology (GDIT) is looking for a System Support Specialist for JSMC-IP/ MTCCS at our Ft W...
  • 4/24/2024 12:00:00 AM

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Room Attendant - MFWAK>
  • InterContinental Hotels
  • Fort Wainwright, AK
  • InterContinental Hotels - Hotel [Housekeeper / Cleaner] As a Room Attendant at InterContinental Hotels, you'll: Clean gu...
  • 4/24/2024 12:00:00 AM

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Shipping Associate
  • Walmart
  • Fort Wainwright, AK
  • **Job Summary:** As a Shipping Associate at Walmart, you will be responsible for efficiently and accurately preparing me...
  • 4/24/2024 12:00:00 AM

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Recreation Assistant (Ski/Snowboard Instructor) NF-02
  • Army Installation Management Command
  • Fort Wainwright, AK
  • Summary This position is located with Birch Hill Ski & Snowboard Area on Fort Wainwright, Alaska. Up to 25% recruitment ...
  • 4/23/2024 12:00:00 AM

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Counselors - Army Wellness Program
  • Hyperion Biotechnology
  • Fort Wainwright, AK
  • Hyperion Biotechnology, Inc. has been providing services to federal government customers for over 20 years. Our customer...
  • 4/23/2024 12:00:00 AM

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Constructive Systems Administrator
  • General Dynamics Information Technology
  • Fort Wainwright, AK
  • At GDIT, people are our differentiator. As a Constructive Systems Administrator- J Multi-Functional Simulations Analyst ...
  • 4/22/2024 12:00:00 AM

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JMSC-IP Live Virtual Constructive - Gaming (LVC-G) Systems Administrator
  • General Dynamics Information Technology
  • Fort Wainwright, AK
  • HOW THE Live Virtual Constructive - Gaming (LVC-G) Systems Administrator MAKE AN IMPACT: JMSC-IP Live Virtual Constructi...
  • 4/22/2024 12:00:00 AM

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Center Operations Specialist
  • USO
  • Fort Wainwright, AK
  • Why join our team? With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Ou...
  • 4/21/2024 12:00:00 AM

Fairbanks (Tanana: Tanan) is a home rule city and the borough seat of the Fairbanks North Star Borough in the U.S. state of Alaska. Fairbanks is the largest city in the Interior region of Alaska. 2016 estimates put the population of the city proper at 32,751, and the population of the Fairbanks North Star Borough at 97,121, making it the second most populous metropolitan area in Alaska (after Anchorage). The Metropolitan Statistical Area encompasses all of the Fairbanks North Star Borough and is the northernmost Metropolitan Statistical Area in the United States, located 196 driving miles (or ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$82,749 to $132,171
Fairbanks, Alaska area prices
were up 2.8% from a year ago

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