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)
At Hyundai Motor Manufacturing Alabama, we believe you can do anything.
With opportunities in fields like quality control and maintenance, all the way to finance, human resources and team relations, there’s not much you can’t do at HMMA.
“Team built. Team strong.” is more than just our motto, it’s our way of life and the key to our success. Our diverse, family-like atmosphere is one of our most valued qualities.
Our team members enjoy industry-leading benefits such as:
Your future awaits. When can you start?
Position Summary:
Responsible for all purchasing management activities relating to support Procurement and Purchasing Division in an automotive manufacturing environment.
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Position may require occasional travel (domestic or foreign). Flexibility in working hours to include weekends, holidays, and off shift. Position may require on-call duty or overtime due to overall responsibility.
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