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)
CAPECO is a diverse group of people who are committed to creating a thriving community by providing education, resources, and services dedicated to eliminating poverty and contributing to the success of our community members. We hire people from all walks of life not because we must, but because we know it makes us stronger. If you share our passion for community, then we would love to meet you!
POSITION: MONEY MANAGEMENT SPECIALIST
Supervised by: Program Manager & Director of Programs
Department: Services for Independence
Classification: Regular Full Time
Position Status: Non-Exempt
Location: Main Pendleton Office
Salary: $3,453/month
Benefits: Health, Dental, RX, Vision, FSA, Life Insurance, 401K Plan, Vacation, Sick and Holidays
POSITION OVERVIEW:
This position will work with the Money Management team as a Representative Payee. The candidate chosen for this position will work with individuals who have been determined to need assistance with their finances and bill payments as determined by Social Security, Adult and People with Disabilities, and/or the Veteran’s Administration. The majority of this position is spent working directly with clients and utilizing a specialized software program. This position requires that you effectively interact with clients with diverse backgrounds and treat each client with respect, dignity, and compassion.
ESSENTIAL JOB FUNCTIONS:
An employee in this position may be called upon to do any or all of the following essential functions. These examples do not include all the duties which the employee may be expected to perform. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without reasonable accommodation.
REQUIRED KNOWLEDGE, SKILLS, ABILITIES & MINIMUM QUALIFICATIONS:
The requirements listed below are representative of the knowledge, skills, abilities, and minimum qualifications necessary to perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT AND PHYSICAL DEMANDS:
The physical demand and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to bend, kneel, and crouch. Specific vision abilities required by this job include close vision and distance vision. The noise level in the work environment is usually moderate. The employee must occasionally lift, and/or carry/move objects up to 25 pounds.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, smart phones, photocopiers/scanners, shredders and filing cabinets.
SPECIAL REQUIREMENTS:
EQUAL OPPORTUNITY EMPLOYER
CAPECO does not discriminate in employment opportunities or practices based on race, color, national origin, religion, sex, sexual orientation, gender identity/transgender status, age, disability, veteran or marital status, genetic information or any other characteristic protected by applicable law.
Clear All
0 Wealth Management Specialist jobs found in Kennewick, WA area