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)
Are you interested in a healthcare job that is in an environment where you can build relationships and make an impact on the patients you serve? If you, bring your exceptional communication and medical billing knowledge to your role as a Medical Records Clerk at MD Billing Specialist in Lubbock, TX.
Here you will bring new energy to our medical billing department and work in an environment where you can develop professionally. Plus, you will enjoy a stable schedule that allows you to maintain a work-life balance that is rare among healthcare jobs.
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Job Type: Full-time
Pay: From $17.00 per hour
Expected hours: 40 per week
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Work Location: In person
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0 Wealth Management Specialist jobs found in Lubbock, TX area