Wealth Management Specialist jobs in Sumter, SC

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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Information Management and Training Specialist
  • NANA Regional Corporation
  • Sumter, SC OTHER
  • NANA Regional Corporation
  • 2 Days Ago

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Knowledge Management (KM) and Task Management Tool Specialist
  • UIC Alaska
  • Sumter, SC FULL_TIME
  • Overview KNOWLEDGE MANAGEMENT/TASK MANAGEMENT TOOL SPECIALIST (AFMDS): Bowhead is seeking a Knowledge Management (KM) and Task Management Tool Specialist at Shaw AFB, SC to support 15th Air Force in a...
  • 21 Days Ago

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Knowledge Management (KM) and Task Management Tool Specialist
  • Bowhead
  • Sumter, SC FULL_TIME
  • Overview KNOWLEDGE MANAGEMENT/TASK MANAGEMENT TOOL SPECIALIST (AFMDS): Bowhead is seeking a Knowledge Management (KM) and Task Management Tool Specialist at Shaw AFB, SC to support 15th Air Force in a...
  • 22 Days Ago

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MANAGEMENT TRAINEE
  • SAFE FCU
  • Sumter, SC FULL_TIME
  • SUMMARY: The Management Trainee is a targeted 6-month program committed to cultivating and developing future credit union leaders. The program is designed to challenge and grow individuals through a s...
  • Just Posted

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MANAGEMENT TRAINEE
  • SAFE Federal Credit Union
  • Sumter, SC FULL_TIME
  • SUMMARY: The Management Trainee is a targeted 6-month program committed to cultivating and developing future credit union leaders. The program is designed to challenge and grow individuals through a s...
  • Just Posted

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Management trainee
  • CVS
  • Sumter, SC FULL_TIME
  • The Shift Supervisor Trainee role is an entry-level, short-term role that prepares an employee to perform a higher-level supervisory role, such as Operations Supervisor or Shift Supervisor. The Shift ...
  • 1 Day Ago

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0 Wealth Management Specialist jobs found in Sumter, SC area

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Sales Support Specialist
  • Broadridge Financial Solutions
  • Columbia, SC
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 3/28/2024 12:00:00 AM

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Loan Officer
  • Lennar Homes
  • Lamar, SC
  • Overview: Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team m...
  • 3/28/2024 12:00:00 AM

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Teller (Part Time) - Village at Sandhill, Columbia SC
  • WELLS FARGO BANK
  • Columbia, SC
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/28/2024 12:00:00 AM

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Retail Mortgage Loan Originator - North Columbia, SC
  • Truist Financial Corporation
  • Columbia, SC
  • Primary Location : Columbia, SC US : **Retail Mortgage Loan Originator - North Columbia, SC** Job Description : **The po...
  • 3/28/2024 12:00:00 AM

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Retail Mortgage Loan Originator
  • Truist Financial Corporation
  • Columbia, SC
  • Primary Location : Columbia, MD US : **Retail Mortgage Loan Originator** Job Description : **The position is described b...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Columbia, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Teller (Part Time) - Camden Main Branch, Camden SC
  • WELLS FARGO BANK
  • Camden, SC
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/26/2024 12:00:00 AM

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Delivery Engineer (Sr Business Analyst) Remote
  • Broadridge Financial Solutions
  • Columbia, SC
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 3/24/2024 12:00:00 AM

Sumter /ˈsʌmtər/ is a city in and the county seat of Sumter County, South Carolina, United States. Known as the Sumter Metropolitan Statistical Area, the namesake county adjoins Clarendon and Lee to form the core of Sumter-Lee-Clarendon tricounty area of South Carolina that includes the three counties in the east central Piedmont. The population was 39,643 at the 2000 census, and it rose to 40,524 at the 2010 census. Known as the Gamecock City,[citation needed] Sumter lies near the geographic center of the state of South Carolina at 33°55′37″N 80°21′49″W / 33.92694°N 80.36361°W / 33.92694; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$66,490 to $106,216
Sumter, South Carolina area prices
were up 1.5% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
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So, always ask about the services a wealth management firm offer.
January 28, 2020
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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.
January 07, 2020