Wealth Management Specialist jobs in Hialeah, FL

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)

U
Supervisory Logistics Management Specialist
  • US Joint Activities
  • Key West, FL FULL_TIME
  • Duties

    • Organizes and directs the execution of numerous comprehensive and diverse logistics programs.
    • Responsible for logistical requirements in support of assets planning and executing counter transnational criminal operations.
    • Manages long-range logistical planning in structuring and scheduling future operational requirements consistent with the needs of the organization.
    • Briefs high-level officials on logistics plans and issues to various Federal Agencies.

    Requirements

    Conditions of Employment

    • Appointment may be subject to a suitability or fitness determination, as determined by a completed background investigation.
    • Two year trial/probationary period may be required.
    • In accordance with Change 3 to AR 600-85, Alcohol and Drug Abuse Prevention and Control Program, individual must successfully pass a urinalysis screening for illegal drug use prior to appointment and periodically thereafter.
    • Must be able to obtain and maintain a TOP SECRET (TS) security clearance based on a Tier 5 investigation/Single Scope Background Investigation (SSBI) with access to Sensitive Compartmented Information (SCI).
    • A non-disclosure agreement must be signed prior to appointment.
    • May require Temporary Duty (TDY) travel up to 10% of the time.

    Qualifications

    Who May Apply:
    Only applicants who meet one of the employment authority categories below are eligible to apply for this job. You will be asked to identify which category or categories you meet, and to provide documents which prove you meet the category or categories you selected. See Proof of Eligibility for an extensive list of document requirements for all employment authorities.

    • 10-Point Other Veterans’ Rating
    • 30 Percent or More Disabled Veterans
    • 5-Point Veterans' Preference
    • Current Army Defense Civilian Intelligence Personnel System (DCIPS) Employee
    • Current Department of Army Civilian Employees
    • Current Department of Defense (DOD) Civilian Employee (non-Army)
    • Current DoD Defense Civilian Intelligence Personnel System (DCIPS) Employee (non-Army)
    • Defense Civilian Intelligence Personnel System (DCIPS) Interchange Agreement
    • Disabled Veteran w/ a Service-Connected Disability, More than 10%, Less than 30%
    • Non-Department of Defense (DoD) Transfer
    • Prior Federal Service Employee
    • Priority Placement Program, DoD Military Reserve (MR) and National Guard (NG) Technician Eligible
    • Priority Placement Program, DoD MR and NG Preference Eligible Tech Receiving Disability Retirement
    • Priority Placement Program, DoD Retained Grade Preference Eligible
    • United States Citizen Applying to a DCIPS Position


    Army DCIPS positions apply Veteran's Preference to preference eligible candidates as defined by Section 2108 of Title 5 U.S.C., in accordance with the procedures provided in DoD Instruction 1400.25, Volume 2005, DCIPS Employment and Placement.

    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.

    To qualify based on your experience, your resume must describe at least one year of specialized experience to the next lower grade (GS/GG-13) level in the Federal Service which prepared you to do the work in this job. Specialized experience is defined as experience organizing and directing the execution of numerous and diverse logistics programs to support the counterdrug/counter-narcoterrorism (CD/CNT) and counter threat network (CTN) operations.

    You will be evaluated on the basis of your level of competency in the following areas:
    • Manpower & Personnel
    • Organizational Awareness
    • Planning and Evaluating
    • Project Management

    Additional information

    • Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration.
    • You will be required to provide proof of U.S. Citizenship.
    • Direct Deposit of Pay is required.
    • This position requires you to submit a Public Financial Disclosure Report (OGE 278) or a Confidential Financial Disclosure Report (OGE450) upon entry, and annually thereafter.
    • Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees.
    • If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet.
    • This is a(n) 0346 series Career Field position.
    • Multiple positions may be filled from this announcement.
    • Salary includes applicable locality pay or Local Market Supplement.
    • Payment of Permanent Change of Station (PCS) costs is not authorized, based on a determination that a PCS move is not in the Government interest.
    • Recruitment and/or Relocation incentive may be authorized.
    • Advance in hire may be authorized.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

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

    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 is made that you have inflated your 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.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • 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.

      WARNING: DO NOT INCLUDE CLASSIFIED INFORMATION IN YOUR APPLICATION PACKET! Application packages that contain Classified information WILL NOT receive consideration for this position. Should you submit a resume or any other document as part of your application package and it is confirmed that any of the information is Classified, in addition to being found ineligible for consideration for this position, your Security Office will be notified to determine if any further action is warranted.

      The documents you are required to submit vary based on the authority you are using to apply (i.e., applying as a veteran, applying as a current permanent Federal employee, applying as a reinstatement, etc). Please review the following links to see which documents you need to provide to prove your eligibility to apply: Applicant Checklist for Internal/Merit Promotion Announcements.

      As described above, your complete application includes your resume, your responses to the online questionnaire, and documents which prove your eligibility to apply. 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.

      1. Your resume:

      • Your resume may be submitted in any format and must support the 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.
      • For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., HRS per week and month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as incomplete and you may not receive consideration for this position.
      • For additional information see: What to include in your resume.
      2. Other supporting documents:
      • Cover Letter, optional
      • Most recent Performance Appraisal, if applicable
      • Proof of Eligibility to Apply: Your application must include the documents which prove you are eligible to apply for the vacancy. The Proof of Eligibility document describes authorities commonly used in merit promotion recruitment and what document(s) are required to prove you meet the requirements of the authority. You must meet the requirements of at least one of the authorities listed in the Who May Apply section above to receive further consideration.
      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.

      If you are relying on your education to meet qualification requirements:

      Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

      Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

    • How to Apply

      To apply for this position, you must 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 03/20/2024 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 (https://apply.usastaffing.gov/ViewQuestionnaire/12349790).
      • 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 or your application will be incomplete.
      • It is your responsibility to verify that your application package (resume, supporting documents, and responses to the questionnaire) is complete, accurate, and submitted by the closing date. Uploaded documents may take up to one hour to clear the virus scan.
      • Additional information on how to complete the online application process and submit your online application may be found on the USA Staffing Applicant Resource Center.
      To verify the status of your application, log into your USAJOBS account (https://my.usajobs.gov/Account/Login), all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/.

      Agency contact information

      Army Applicant Help Desk

      Website

      https://portal.chra.army.mil/hr_public?id=app_inq

      Address

      ST-IC-W453AA JOINT INTERAGENCY TASK FORCE SOUTH
      DO NOT MAIL
      Fort Huachuca, AZ 85613
      US

      Next steps

      If you provided an email address, you will receive an email message acknowledging receipt of your application. Your application package will be used to determine your eligibility, qualifications, and quality ranking for this position. If you are determined to be ineligible or not qualified, your application will receive no further consideration.

    • 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

    WARNING: DO NOT INCLUDE CLASSIFIED INFORMATION IN YOUR APPLICATION PACKET! Application packages that contain Classified information WILL NOT receive consideration for this position. Should you submit a resume or any other document as part of your application package and it is confirmed that any of the information is Classified, in addition to being found ineligible for consideration for this position, your Security Office will be notified to determine if any further action is warranted.

    The documents you are required to submit vary based on the authority you are using to apply (i.e., applying as a veteran, applying as a current permanent Federal employee, applying as a reinstatement, etc). Please review the following links to see which documents you need to provide to prove your eligibility to apply: Applicant Checklist for Internal/Merit Promotion Announcements.

    As described above, your complete application includes your resume, your responses to the online questionnaire, and documents which prove your eligibility to apply. 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.

    1. Your resume:

    • Your resume may be submitted in any format and must support the 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.
    • For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., HRS per week and month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as incomplete and you may not receive consideration for this position.
    • For additional information see: What to include in your resume.
    2. Other supporting documents:
    • Cover Letter, optional
    • Most recent Performance Appraisal, if applicable
    • Proof of Eligibility to Apply: Your application must include the documents which prove you are eligible to apply for the vacancy. The Proof of Eligibility document describes authorities commonly used in merit promotion recruitment and what document(s) are required to prove you meet the requirements of the authority. You must meet the requirements of at least one of the authorities listed in the Who May Apply section above to receive further consideration.
    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.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.


    Help

    This job is open to

    • Federal employees - Competitive service

      Current or former competitive service federal employees.

    • Federal employees - Excepted service

      Current excepted service federal employees.

    • The public

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

    • Veterans

    Clarification from the agency

    See "Who May Apply" in the "Qualifications" section for more information on who is eligible to apply for this position.

  • 12 Days Ago

J
IT Specialist (Data Management)
  • Joint Activities
  • Key West, FL FULL_TIME
  • About the Position: This position is in the Defense Civilian Intelligence Personnel System (DCIPS). Employees occupying DCIPS positions are in the Excepted Service and must adhere to U.S. Code, Title ...
  • 14 Days Ago

A
Assembly Technician 2023-32712
  • Apollo Retail Specialist
  • Key West, FL PART_TIME
  • Can’t stand being stuck behind a desk? Like working solo? Good with your hands? We have the perfect job for you as a Service Technician!Go store to store and work independently to keep the furniture d...
  • 21 Days Ago

M
Membership Specialist
  • MHC Property Management L.P.
  • Big Pine, FL FULL_TIME
  • With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!ELS is hiring for the position of Membership Specialist in B...
  • 9 Days Ago

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Part Time Leasing Specialist
  • Birge & Held Asset Management
  • Miami, FL PART_TIME
  • The Pomelo Multi-Family Residential Community - Miami Gardens, FLWho we areWith properties across the Midwest, West, and Southeast, joining our team is a great opportunity to grow in the multi-family ...
  • 14 Days Ago

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Store management
  • Shoe Palace
  • Hialeah, FL FULL_TIME
  • Job Details Description AT SHOE PALACE WE RUN. WE SELL. WE HAVE FUN. DO YOU HAVE WHAT IT TAKES? The Role Do you usually find yourself leading the way, being an integral member of the team, keeping the...
  • 1 Day Ago

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0 Wealth Management Specialist jobs found in Hialeah, FL area

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Financial Services Professional & Management in Financial Services
  • New York Life
  • Miami, FL
  • Job Description Job Description Financial Professional Are you a leader who has the following traits? • Competitive • En...
  • 3/28/2024 12:00:00 AM

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Wealth Consultant - Ft. Lauderdale -Miami - Palm Beach County
  • First Citizens Bank
  • Ft Lauderdale, FL
  • Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holis...
  • 3/27/2024 12:00:00 AM

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Senior Private Banking Relationship Manager
  • First Horizon
  • Fort Lauderdale, FL
  • As a Private Bankers (PB), you are responsible for business development of professional associations with target industr...
  • 3/26/2024 12:00:00 AM

C
International Banker
  • City National Bank of Florida
  • Miami, FL
  • The International Banker is responsible for building, managing, and retaining a portfolio of international affluent indi...
  • 3/25/2024 12:00:00 AM

P
Senior Private Banker
  • Pacifica Continental
  • Miami, FL
  • Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. ...
  • 3/25/2024 12:00:00 AM

S
Relationship Banker or RB Senior - West Boca Raton Branch
  • Synovus
  • Boca Raton, FL
  • Job Description Job Summary Serves as the retail branch consumer and small business lending banker and subject-matter-ex...
  • 3/25/2024 12:00:00 AM

A
Trading and Sales Middle Office Specialist - Temporary
  • Amerant Bank
  • Miami, FL
  • The Trading and Sales Middle Office Specialist is primarily responsible for providing operational support and exceptiona...
  • 3/24/2024 12:00:00 AM

E
Banking Specialist
  • EverBank NA
  • Fort Lauderdale, FL
  • Job Description Banking Specialist The Banking Specialist promotes the organization's banking services, recognizes sales...
  • 3/24/2024 12:00:00 AM

Hialeah ( /ˌhaɪəˈliːə/) is a city in Miami-Dade County, Florida, United States. With the population of 239,673 at the 2018 United States Census, Hialeah is the sixth-largest city in Florida. It is a principal city of the Miami metropolitan area, which was home to an estimated 6,012,331 people at the 2015 census. It is located west-northwest of Miami, and is the only place in the county, other than Homestead, Florida, to have its own street grid numbered separately from the rest of the county (which is otherwise based on Miami Avenue at Flagler Street in downtown Miami, the county seat). Hialea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$71,829 to $114,744
Hialeah, Florida area prices
were up 2.9% from a year ago

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