Wealth Management Specialist jobs in Queens Village, NY

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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Business Management Consultant
  • wealth opportunity power
  • Brooklyn, NY FULL_TIME
  • We are is currently searching for an outgoing Business Management Consultant to execute hands-on promotions and sales of client services. Responsibilities will include educating and exciting customers on the benefits and differentiators of our available services. This entry-level position will provide full training and help employees become proficient in each available service, qualifying customers to match the best service to their customer needs, demonstrating the user interface for each service, and assisting the customer through the activation process. The Business Management Consultant is a well-rounded combination of promotions, sales, and customer service know-how.

    Entry Level Business Management Consultant Responsibilities:

    • Position value and create product and brand awareness through marketing techniques
    • Communicate effectively plans, features, products and services to a variety of customers
    • Increase visibility of products and services
    • Create first-rate customer experiences
    • Meet or exceed sales goals
    • Build productive relationships with customers and clients
    • Represent clients in a professional manner at all times
    • Establishing and managing critical relationships with national customers
    • Developing and managing positive business relationships with management and employees at assigned partner locations
    • Maintaining sound knowledge of client products and services
    • Attending requested training sessions and conference calls
    • Reviewing new product and service offerings from clients

    Preferred Business Management Consultant Qualifications:

    • Bachelor's degree or demonstrated success in a comparable customer-facing position
    • Intermediate technology skills with Microsoft Office and general Applications
    • Strong problem-solving, influence, and negotiation skills
    • Excellent written and verbal communication skills
    • Prior experience in customer service and sales
    • Comfortable making presentations regularly and interacting with clients and customers on a daily basis in meetings and phone interactions
    • Flexible work schedule and ability to travel is a plus
    #LI-Onsite
  • 12 Days Ago

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Customer Service Management Trainee
  • wealth opportunity power
  • Brooklyn, NY FULL_TIME
  • Are you looking to start a new and exciting career in 2024? Want a company that focuses on team culture? We were founded on a mission to become a global leader in customer service and communications c...
  • 12 Days Ago

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Entry Level Management Trainee
  • wealth opportunity power
  • Brooklyn, NY FULL_TIME
  • We are looking for ambitious individuals with a strong work ethic to join our management training team in the new year! We bring on a carefully selected group of individuals who share our values and p...
  • 12 Days Ago

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Business Management Consultant
  • wealth opportunity power
  • Manhattan, NY FULL_TIME
  • We are is currently searching for an outgoing Business Management Consultant to execute hands-on promotions and sales of client services. Responsibilities will include educating and exciting customers...
  • 16 Days Ago

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Entry Level Management Trainee
  • wealth opportunity power
  • Manhattan, NY FULL_TIME
  • We are looking for ambitious individuals with a strong work ethic to join our management training team in the new year! We bring on a carefully selected group of individuals who share our values and p...
  • 16 Days Ago

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Customer Service Management Trainee
  • wealth opportunity power
  • Manhattan, NY FULL_TIME
  • Are you looking to start a new and exciting career in 2024? Want a company that focuses on team culture? We were founded on a mission to become a global leader in customer service and communications c...
  • 16 Days Ago

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0 Wealth Management Specialist jobs found in Queens Village, NY area

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Wealth Management Operations Specialist
  • Wealthstream Advisors Inc.
  • New York, NY
  • Wealthstream Advisors, Inc., a fast growing boutique wealth management firm located in New York City providing investmen...
  • 3/28/2024 12:00:00 AM

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Investment Banker - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banker - Consumer Products & Retail** United States - New York Investment Banking Investment Bank Job Refer...
  • 3/28/2024 12:00:00 AM

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Financial Planning Specialist
  • Altfest Personal Wealth Management
  • New York, NY
  • Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specia...
  • 3/27/2024 12:00:00 AM

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Senior Product Manager, Capital Markets
  • Harris Allied
  • New York, NY
  • Senior Product Manager Global fintech leader has immediate need for a Senior Product Manager to lead projects and work t...
  • 3/27/2024 12:00:00 AM

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Investment Banking Analyst - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banking Analyst - Consumer Products & Retail** United States - New York Investment Banking Investment Bank ...
  • 3/27/2024 12:00:00 AM

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Investment Banking Associate - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banking Associate - Consumer Products & Retail** United States - New York Investment Banking Investment Ban...
  • 3/27/2024 12:00:00 AM

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Private Banking Relationship Manager IV - Latin America
  • Brown Brothers Harriman & Co.
  • New York, NY
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you thi...
  • 3/26/2024 12:00:00 AM

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Alternative Investments Operations Analyst- Orion
  • Cerity Partners
  • New York, NY
  • Job Details Job Location New York 99 Park - New York, NY Remote Type Fully Remote Salary Range $85,000.00 - $95,000.00 P...
  • 3/24/2024 12:00:00 AM

Queens Village is a mostly residential middle class neighborhood in the eastern part of the New York City borough of Queens. The Queens Village Post Office serves the ZIP codes of 11427 (Hollis Hills and Bellaire), 11428 (central Queens Village), and 11429 (Southern Queens Village south of the LIRR Main Line). The neighborhood is part of Queens Community Board 13. Shopping in the community is located along Braddock Avenue, Hillside Avenue, Hempstead Avenue, and Jamaica Avenue (NY 25), as well as on Springfield Boulevard. Located just east of Queens Village, in Nassau County, is the Belmont Par...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$86,626 to $138,382
Queens Village, New York 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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So, always ask about the services a wealth management firm offer.
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Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
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