Wealth Management Specialist jobs in Phoenix, AZ
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)
Recently Added Wealth Management Specialist jobs
Director of Asset Management
- Western Wealth Communities
-
Phoenix, AZ
FULL_TIME
-
Director, Asset Management
SUMMARY
The Director, Asset Management is responsible for analyzing, monitoring, and implementing business
plans for Western Wealth Capital’s (“WWC”) portfolio of multifamily communities. Responsibilities
include business plan execution, annual budgets, reforecasts and investor reporting. The Director will
work closely with operations and identify ways to increase efficiency and profits. The Director will work
closely with the corporate and community teams to ensure compliance and maximized value of
company initiatives. Most importantly, this position will require leadership to create a continuous and
tangible impact, while ensuring all activities are consistent with the organization’s policies and
procedures.
CLASSIFICATION
The position is a full-time, regular, exempt position.
REPORTING RELATIONSHIP
The position reports directly to the Executive Vice President.
ESSENTIAL FUNCTIONS- Leads the weekly, monthly, quarterly and/or annual reporting on the performance of properties to which assigned.
- Collaborates with clients, vendors, employees across all departments, and executives to identify the strengths and weaknesses of a business.
- Collects and analyzes annual reports, procedures, system design, and other data useful to identify opportunities for improvement.
- Assesses current practices and documents, records, and reports on findings.
- Provides valuation targets for each asset and compare to initial underwriting.
- Makes recommendations for improvements, which may include new practices, forms, reports, data collection, and/or staffing changes based on assessments of current practices; communicates these recommendations to executives or other appropriate senior staff.
- Works with Accounting department to provide direction on cashflow needs and forecasts.
- Facilitate and coordinate with Capital Markets team on financing and refinancing of communities.
- Collaborates with employees to facilitate successful implementation of new systems and procedures.
- Promotes, tracks, and measures compliance with program changes by creating and implementing appropriate data collection, reporting, and/or recordkeeping processes.
- Reviews results of program changes for efficacy; makes or recommends further adaptations as needed for continual improvement.
- Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, property taxes, financial goals, risk tolerance, and other information necessary for financial planning.
- Assesses clients’ financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
- Develops strategies and plans to achieve financial goals of the properties.
- Maintains knowledge of new and emerging investment trends and opportunities in both the macro and micro markets of their assigned portfolio.
- Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
- Participates in reporting requirements with Equity partners.
- Assists Acquisitions team in the initial underwriting of new assets.
- Performs other duties as assigned.
- To perform the role successfully, an individual must be able to perform all essential functions satisfactorily. The requirements define the knowledge, skill, and/or ability necessary to perform the essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND EXPERIENCE- Bachelor's degree in Business, or relevant field; or five years related experience and/or training; or equivalent combination of education and experience.
- Knowledgeable in all areas of multi-family asset management.
- Intermediate computer skills using Yardi Voyager, various industry specific technology, and using Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) and various other computer applications.
- Intermediate to advanced skill in creating, modifying and interpreting Excel Investor return and analytic modeling in order to communicate material strengths, weaknesses, opportunities and threats for each asset in the portfolio to the executive management team and investors.
- Must possess a valid driver’s license.
- Use of Technology - Demonstrates required skills; adapts to new technologies; troubleshoots technological problems; uses technology to increase productivity; keeps technical skills up to date.
- Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
- Managing Customer Focus - Promotes customer focus; establishes customer service standards; provides training in customer service delivery; monitors customer satisfaction; develops new approaches to meeting customer needs.
- Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
- Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
- Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
- Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
- Cooperation - Establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works cooperatively in group situations; works
- actively to resolve conflicts.
- Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals.; completes tasks on time or notifies appropriate person with an alternate plan.
- Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this 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 regularly required to stand; walk and sit. The employee is frequently required
to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is
occasionally required to climb or balance; stoop, kneel, crouch, or crawl and taste or smell. The
employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25
pounds. Specific vision abilities required by this job include the ability to see.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this 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 rarely exposed to wet and/or humid conditions; moving mechanical
parts; high, precarious places; fumes or airborne particles; toxic or caustic chemicals; outside weather
conditions; risk of electrical shock and vibration. The noise level in the work environment is usually
moderate. - 26 Days Ago
Director of Asset Management | Phoenix, AZ
- Western Wealth Communities
-
Phoenix, AZ
FULL_TIME
- Director, Asset Management SUMMARY The Director, Asset Management is responsible for analyzing, monitoring, and implementing business plans for Western Wealth Capital’s (“WWC”) portfolio of multifamil...
- 14 Days Ago
Wealth Management Client Associate
- Bank of America
-
Phoenix, AZ
FULL_TIME
- Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
- 13 Days Ago
Wealth Management Compliance Officer
- First International Bank & Trust
-
Phoenix, AZ
FULL_TIME
- First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and deta...
- 1 Month Ago
Manager of Wealth Management Sales
- Desert Financial Credit Union
-
Phoenix, AZ
FULL_TIME
- The Wealth Management Sales Manager leads, motivates, and coaches the Investments sales team to achieve sales targets, providing quality service to clients in a sales and service culture, and meeting ...
- 29 Days Ago
Wealth Management Advisor - Sun City, AZ
- U.S. Bank National Association
-
Sun, AZ
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 2 Days Ago
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0 Wealth Management Specialist jobs found in Phoenix, AZ area
Wealth Management Compliance Officer
- First International Bank & Trust
-
Phoenix, AZ
- First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best place...
- 4/26/2024 12:00:00 AM
Medical Billing Specialist
- Medix
-
Phoenix, AZ
- Medical Billing Specialist - Billing CSR - FULLY ONSITE POSITION Medix Healthcare Phoenix, AZ 85016 Monday-Friday 8am-4:...
- 4/26/2024 12:00:00 AM
Estate Planning Associate (1-3 years exp., must be licensed in Arizona
- Sonja Cotton & Associates
-
Phoenix, AZ
- Job Description Job Description Estate Planning Associate Attorney (1-3 years exp. and licensed in Arizona) Sonja Cotton...
- 4/25/2024 12:00:00 AM
Account Executive
- Phoenix Division (MRT-PX)
-
Phoenix, AZ
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/25/2024 12:00:00 AM
Account Manager
- Phoenix Advisors (MRT-PX)
-
Phoenix, AZ
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/25/2024 12:00:00 AM
PWM Investment Analyst
- U.s. Bank
-
Scottsdale, AZ
- At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter...
- 4/24/2024 12:00:00 AM
Paralegal (Estate Planning)
- Magellan Financial & Insurance Services Inc.
-
Phoenix, AZ
- Your Chance to Join a Rapidly Growing Company and Shape Financial Futures! Who We Are: Foundations Investment Advisors, ...
- 4/22/2024 12:00:00 AM
Financial Advisor
- Cetera Investors
-
Phoenix, AZ
- Position Title: Cetera Investors Financial ProfessionalWhat we need:A Financial Professional that has an existing book o...
- 4/22/2024 12:00:00 AM
About Phoenix, Arizona
Phoenix is in the southwestern United States, in the south-central portion of Arizona; about halfway between Tucson to the southeast and Flagstaff to the north. By car, the city is approximately 150 miles (240 kilometers) north of the US-Mexico border at Sonoyta and 180 mi (290 km) north of the border at Nogales. The metropolitan area is known as the "Valley of the Sun" due to its location in the Salt River Valley. It lies at a mean elevation of 1,086 feet (331 m), in the northern reaches of the Sonoran Desert.
Other than the mountains in and around the city, the topography of Phoenix is gener...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$73,654 to $117,645
Phoenix, Arizona area prices
were up 2.2% from a year ago
were up 2.2% from a year ago
What does a Wealth Management Specialist do?
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