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)
Job Description
Summary of Responsibilities :
Under the general direction of the School Attendances Manager, this position provides School Attendance services for Persons Served.
Duties are conducted in accordance with all existing policies, procedures and regulations and in accord with the Mission and Values of the Company.
Essential Functions :
Request / complete authorizations for services.
Completes verification of MA status / insurance eligibility.
Is responsible for all required documentation.
Develops Service Plans.
Provide crisis intervention.
Complete referrals to appropriate agencies or units within SAM.
Provides support to person served and family members.
Provides court testimony as needed.
Personal Characteristics :
Independent, Tech-Savvy, Responsive, Kind, Ethical, Motivated, Active Listener, Life-Long Learner, Adaptable, Confidential, Resourceful, Values, & Trustworthy
Education and Experience :
Preferably, at least two (2) postgraduate years of child welfare, truancy, or case management experience
Employment Requirements :
Automobile and Valid Insurance, Valid Pennsylvania Driver's License and Acceptable Motor Vehicle Record Check, Act 33 and Act 34 Clearances, FBI Fingerprint Clearance, Social Security Card, Immigration and Naturalization (I-9), Drug Screening Clearance
Working Conditions :
Prolonged periods working on a computer in an open office environment, comfortable communicating through virtual technology and in person, and travel throughout the assigned region may occur and may be in adverse weather conditions, must be able to lift up to 15 pounds.
Last updated : 2024-04-08
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