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)
TruGreen is Hiring Residential Lawn Specialists
Immediate Openings in Greenville, SC
At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new opportunities to learn and take pride in your work. #BeTruGreen and find yourself with a satisfying and rewarding career
Benefits
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Job Description
You are a TruGreen ambassador, responsible for creating positive relationships between our customers and our products. You help our customers live life outside.
About TruGreen
As America's number one lawn care company, TruGreen is dedicated to using our science-based expertise and local experience to create beautiful, healthy properties across the nation. Through our lawn and tree & shrub services, we help improve the health and beauty of outdoor spaces everywhere, so people can live life outside.
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We are an Equal Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Individuals with Disabilities.
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0 Wealth Management Specialist jobs found in Spartanburg, SC area