Wealth Management Specialist jobs in Mount Pleasant, SC

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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Payroll Accountant
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Payroll Accountant

    Reports to: Controller

    Status: Exempt

    Apollon Wealth Management is seeking an experienced Payroll Accountant who will oversee and supervise the payroll functions of the organization, ensuring pay is processed on time, accurately, and in compliance with government regulations.  

    Duties and Responsibilities:

    • Implements, maintains, and reviews payroll processing and accounting systems to ensure timely and accurate processing of payroll transactions including salaries, commissions, benefits, garnishments, taxes, and other deductions.
    • Ensures accurate and timely processing of payroll updates including new hires, terminations, and changes to pay rates, and changes in benefits.
    • Prepares and maintains accurate records and reports of payroll transactions.
    • Ensures compliance with federal, state, and local payroll, wage, and hour laws and best practices.
    • Facilitates audits by providing records and documentation to auditors.
    • Identifies and recommends updates to payroll accounting software, systems, and procedures.
    • Performs other duties as assigned.

    Minimum Education:

    • Bachelors Degree Preferred

    Skills and Experience:

    • Extensive knowledge of payroll functions including preparation, balancing, internal control, and payroll taxes.
    • Excellent organizational skills and attention to detail.
    • Strong analytical and problem-solving skills.
    • Strong supervisory and leadership skills.
    • Proficient with Microsoft Office Suite or related software.
    • Proficient with payroll software.
  • Just Posted

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Administrative Associate
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Administrative AssociateReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Administrative Associate to become a valuable member of our team. Ou...
  • 1 Month Ago

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Client Service Associate
  • Apollon Wealth Management
  • Charleston, SC FULL_TIME
  • Client Service Associate Reports to: Client Service Manager Status: ExemptWe are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our est...
  • 25 Days Ago

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Client Service Associate
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Job Description Job Description Client Service Associate Reports to : Client Service Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed weal...
  • 29 Days Ago

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Relationship Manager
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Relationship Manager Reports to: Director of Practice Management Status: Exempt Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our idea...
  • 29 Days Ago

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Client Service Associate
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Client Service Associate Reports to: Client Service Manager Status: ExemptWe are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candi...
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Mount Pleasant, SC area

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Remote Insurance Specialist
  • The Sudhoff Agency
  • Charleston, SC
  • Job Description Job Description Company Overview: Join a dynamic team with a commitment to protecting families and indiv...
  • 4/23/2024 12:00:00 AM

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Account Executive
  • Charleston Division (BUL-CH)
  • North Charleston, SC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/23/2024 12:00:00 AM

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Remote Insurance Specialist
  • The Sudhoff Agency
  • Charleston, SC
  • Company Overview: Join a dynamic team with a commitment to protecting families and individuals. We strive to offer tailo...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM

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Inside Sales Representative
  • Advisors South Carolina (BUL-CH)
  • Charleston, SC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/20/2024 12:00:00 AM

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Entry Level Account Rep
  • USHA - Charleston (BUL-CH)
  • Charleston, SC
  • Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
  • 4/20/2024 12:00:00 AM

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Billing Specialist
  • Hub International
  • North Charleston, SC
  • ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits bro...
  • 4/19/2024 12:00:00 AM

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Remote - Recruitment Specialist
  • Life Balance Transition
  • North Charleston, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/19/2024 12:00:00 AM

Mount Pleasant is a large suburban town in Charleston County, South Carolina, United States. It is the fourth largest municipality and largest town in South Carolina, and for several years was one of the state's fastest-growing areas, doubling in population between 1990 and 2000. The population was 67,843 at the 2010 census,. The estimated population in 2014 was 77,796. At the foot of the Arthur Ravenel Bridge is Patriots Point, a naval and maritime museum, home to the World War II aircraft carrier USS Yorktown, which is now a museum ship. The Ravenel Bridge, an eight-lane highway that was c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$70,821 to $113,120
Mount Pleasant, South Carolina area prices
were up 1.5% from a year ago

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· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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