Wealth Management Specialist jobs in Montgomery, AL

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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Specialist (Bilingual) - Purchasing Management
  • Hyundai Motor Manufacturing Alabama
  • Montgomery, AL FULL_TIME
  • Description:

    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:

    • Competitive wages and bonus potential
    • Best health insurance in the industry, company pays 93% of premium
    • 24 paid days off (depending on date of hire)
    • 401(K) retirement plan with employer match
    • Discounts on new Hyundai vehicles
    • Tuition assistance program available
    • Fitness center, onsite cafeterias and free team wear

    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.

    Essential Functions:

    • Track, update and report supplier’s part information using Excel, Access, and SAP
    • Prepare periodic summary reports for Senior Manager
       Maintain confidential data
       Pricing status vs. targets, etc.
       Support yearly cost reduction activities.
       Monitor supplier business alignment with HMMA
    • Work closely with buyers to gain access to the latest required information.
    • Implement best practices related to purchasing data collection and distribution.
    • Write, (seek consensus and trains others) basic policies and procedures to ensure an efficient and professional operation consistent with corporate vision.
    • Plan, organize, track, and disseminate information related to production part and transportation suppliers.
    • Participate in and conducts purchasing related internal meetings.
    • Implement policies and procedures to ensure an efficient and professional operation consistent with corporate vision.
    • Responsible for VAATZ database interaction.
    • Accountable for NAFTA and AALA calculations.
    • Prepare and monitors Procurement and Purchasing budget.
    • Participate in purchasing related internal meetings, including making presentations to senior management.
    • Maintain up-to-date supply base information database.
    • Provide bilingual services including written translations (including daily, weekly, monthly reports) and interactive translation for verbal conversations and
      meetings; review finished materials for completeness, accuracy, format, and appropriate English or Korean language usage.
    • Administer, coordinate, and comply with all Business Management System (BMS), Environmental Management System (EMS), and Safety Management
      System (SMS) requirements.
    • Meet all other requirements as assigned.

    Education:

    • Bachelor’s degree or equivalent desired.

    Related Experience:

    • 3 - 5 years job related experience preferred.
    • College graduate or minimum three (3) years of progressively responsible supply chain experience or equivalent combination of education and experience. OEM or parts
      components supplier experience preferred.

    Skills / Knowledge:

    • MS Word, Excel, PowerPoint, & Access
    • SAP
    • Bilingual – ability to speak, read, and write Korean and English fluently

    Additional Information:

    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.

  • 19 Days Ago

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Project Management Specialist (FT)
  • Hyundai Power Transformers USA
  • Montgomery, AL FULL_TIME
  • Responsibilities:Track deliveries.Verify orders and enter into SAP.Verify with the customer that Supervision was completed to their satisfaction.Verify order was completed and all reports, timesheets ...
  • 5 Days Ago

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Vulnerability Management Specialist
  • Booz Allen
  • Montgomery, AL FULL_TIME
  • Vulnerability Management Specialist The Opportunity: As a cyber professional, you know that understanding adversary tactics, techniques, and procedures is vital to producing the intel that enables the...
  • 14 Days Ago

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Care Coordination Specialist
  • Camellia Health Management, LLC
  • Andalusia, AL FULL_TIME
  • To provide instruction and support to consumers and families in the use of health technology. MUST HAVE HS or GED with solid understanding of healthcare delivery and data management; proficiency in he...
  • 1 Month Ago

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Financial Specialist Assistant (8a-4:30p)
  • NHS MANAGEMENT, LLC
  • Luverne, AL FULL_TIME
  • Working with us means being part of something special: A team that is passionate about making an impact on our patients’ lives each and every day. Unlike the typical hospital setting, our facility off...
  • 18 Days Ago

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Certified Peer Specialist Part Time
  • Camellia Health Management, LLC
  • Andalusia, AL PART_TIME
  • Provide support, skills and information. MUST HAVE: HS Diploma or GED, with lived experience with mental health or substance abuse disorder and meets the requirements for DMH; current AL driver’s lice...
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Montgomery, AL area

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Systems Administrator - Entry Level
  • vTech Solution, Inc.
  • Montgomery, AL
  • Job Details: Job Title: Systems Administrator - 1 (Office 365 & SCCM) Type: Contract - 6 months (probability of extensio...
  • 4/25/2024 12:00:00 AM

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Customer Service/Inside Sales Representative
  • Air Hydro Power
  • Montgomery, AL
  • Customer Service/Inside Sales Representative (Montgomery, AL) (Full-Time) Are you an underappreciated, hard worker? Come...
  • 4/25/2024 12:00:00 AM

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Sales Manager - Remote
  • InsuraTec Services Group
  • Montgomery, AL
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become...
  • 4/25/2024 12:00:00 AM

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Montgomery, AL
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/25/2024 12:00:00 AM

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Senior Energy Economist
  • Cadmus
  • Montgomery, AL
  • Cadmus Senior Energy Economist Montgomery , Alabama Apply Now Cadmus seeks a senior consultant to join our Energy Servic...
  • 4/24/2024 12:00:00 AM

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Kitchen Crew
  • AEG
  • Montgomery, AL
  • Kitchen Crew members will handle many kitchen appliances and tools while maintaining a pace to handle suite level cateri...
  • 4/24/2024 12:00:00 AM

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Teller Retail Banker
  • Woodforest National Bank
  • Montgomery, AL
  • Take the next step toward your new career today!Become a part of the diverse and inclusive team within our nationally re...
  • 4/23/2024 12:00:00 AM

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Universal Banker I
  • Brantley Bank And Trust
  • Pike Road, AL
  • Job DescriptionJob DescriptionUniversal Banker IRegular Full-TimePike Road, ALResponsibilities:Serve customers by comple...
  • 4/22/2024 12:00:00 AM

Montgomery is the capital city of the U.S. state of Alabama and the county seat of Montgomery County. Named for Richard Montgomery, it stands beside the Alabama River, on the coastal Plain of the Gulf of Mexico. In the 2010 Census, Montgomery's population was 205,764. It is the second most populous city in Alabama, after Birmingham, and is the 118th most populous in the United States. The Montgomery Metropolitan Statistical Area's population in 2010 was estimated at 374,536; it is the fourth largest in the state and 136th among United States metropolitan areas. The city was incorporated in 18...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$66,199 to $105,737
Montgomery, Alabama area prices
were up 1.3% from a year ago

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