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)
Experience the best of both suburban and urban lifestyles in Chatham County in Coastal Georgia. It's an inviting community and a perfect place to live, work, and play. Chatham County has much to offer as the fifth-oldest county in Georgia and the largest one outside of Atlanta. You'll be amazed by the stunning riverfront community that includes the city of Savannah and a three-mile beach on Tybee Island. To ensure excellent service, over 1,800 diverse team members work in Chatham County Government’s 35 departments to serve the county's citizens. We attract people from all over the country by providing amazing benefits, competitive salaries, and growth opportunities. Join Team Chatham today!
Join our team at Chatham Emergency Management Agency as we seek an Emergency Management Specialist to play a pivotal role in coordinating and enhancing the efficiency of our emergency response efforts. If you possess a Bachelor's Degree in Emergency Management or related field along with experience in the field, we encourage you to apply and contribute to the planning, development, and coordination of our county's emergency management program.
In this position you
During emergencies and disasters affecting Chatham County, you may be required to report to work as part of a disaster operations team.
In accordance with the Department of Transportation, Commercial Driver's License (CDL) holders and those employed in safety-sensitive positions are subject to random drug testing.
Candidates with direct and relevant experience may receive an offer of up to 10% above the minimum salary that is posted, reflecting their exceptional qualifications.
Chatham County provides equal employment opportunities to all employees and applicants for employment without regard to race, color, national origin, sex, sexual orientation, gender identity, religion, age, physical or mental disability, genetic information, marital status, or military/veteran status in accordance with applicable federal, state and local laws.
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