Wealth Management Specialist jobs in Terre Haute, IN

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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Configuration Management Specialist
  • Integral Federal, Inc
  • Terre Haute, IN FULL_TIME
  • Configuration Management Specialist
    Job Locations US-IN-Terre Haute
    # of Openings 1 Category Information Technology Clearance Top Secret/SCI Clearance Status Active
    Overview

    Configuration Management Specialist

    Location: Hulman Field, Terre Haute, IN

    Clearance: TS/SCI

    The Configuration Management Specialist will provide Configuration Management (CM) support services for the Air National Guard (ANG) 181 Intelligence Support Squadron (ISS) and common user communication computer systems.

    Responsibilities

    * Ensure that unit mission system configuration documentation is accurately continuously maintained and verified.

    * Support validation of configuration plans prior to initiation of an approved system modification request within five (5) days of notification from the Government.

    * Ensure that all planned weapon system modifications have been documented and approved via the Security Impact Analysis (SIA) process on JWICS prior to the commencement of any modification.

    * Ensure that all draft documentation prepared for installations are simultaneously updated to reflect what was installed during the modification.

    * Prepare feedback documentation for each installation or modification once the site within working three days (3) of acceptance of the modification.

    * Ensure delivered configuration drawings are accurate and maintained at site for use as planning documents upon initial installation and at least annually thereafter.

    * Document the activities of all site surveys as needed. Action items resulting from such surveys shall be tracked and status updates provided monthly.

    * Ensure CM activities do not conflict with ongoing active operational missions and mandatory training events. The contractors shall keep the Government informed of all CM actions.

    * Support and track all system modifications and deficiency reports.

    * Provide support to unit personnel on drafting Modification Proposal AF Form 067s and assist in reviewing all forms for accuracy prior to submittal to the appropriate program office.

    * Ensure Deficiency Reports are thoroughly and accurately completed prior to submission into the logistics processing system.

    * Track status of new capability requirements, deficiency reports, change requests, and trouble tickets to provide site leadership with the current state and up-to-date information on a monthly basis.

    * Track installation planning for site upgrades and maintain a site timeline depicting the original and adjusted plans for all incoming capability modifications on a monthly basis.

    Qualifications

    Required:

    * High school diploma or equivalent and at least 8 to 10 years of experience in the field or a related area OR

    * Associate degree and at least 4 to 6 years of related experience OR

    * Bachelor's degree and at least 2 years of related experience.

    * Experience working in software system development and sustainment as a software developer, analyst, systems engineer, CM Specialist or CM systems administrator

    * Ability to communicate in a clear and concise manner with success working in Integrated Product Teams (IPTs)

    * Knowledge of Microsoft Office Suite (Word, Excel & Power Point)

    * Strong organizational skills, attention to detail and excellent follow-through skills are required.

    * Possess a TS/SCI Clearance

    Company Overview

    Integral partners with federal defense, intelligence, and civilian leaders to tackle their most important challenges and deliver positive outcomes. Since our founding in 1998, we have helped clients leverage existing and emerging technologies to transform their enterprises, empower growth, drive innovation, and build sustainable success. The forward-leaning solutions we deliver are tailored to each mission with a focus on keeping our nation safe and secure.

    Integral is headquartered in Tysons Corner, VA and serves clients throughout the country.

    We offer a comprehensive total rewards package including paid parental leave and immediate vesting in our 401(k). Give us a try and become part of a curated group of professionals at Integral Federal!

    Our package also includes:

    * Medical, Dental & Vision Insurance

    * Flexible Spending Accounts

    * Short-Term and Long-Term Disability Insurance

    * Life Insurance

    * Paid Time Off & Holidays

    * Earned Bonuses & Awards

    * Professional Training Reimbursement

    * Paid Parking

    * Employee Assistance Program

    Integral is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, military/veteran status, physical or mental disability, or any other protected class.

     

  • 8 Days Ago

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Configuration Management Specialist
  • Integral
  • Terre Haute, IN FULL_TIME
  • Overview Configuration Management Specialist Location: Hulman Field, Terre Haute, IN Clearance: TS/SCI The Configuration Management Specialist will provide Configuration Management (CM) support servic...
  • 8 Days Ago

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Eligibility specialist
  • Professional Management Enterprises
  • Terre Haute, IN FULL_TIME
  • Intermediate knowledge of training processes, such as adult learning theories and instructional design principles. Effective facilitation skills, such as ability to facilitate open discussion in a les...
  • 1 Month Ago

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SPECIALIST PROJECT MANAGEMENT-INFORMATION SYSTEMS
  • Union Health
  • TERRE HAUTE, IN FULL_TIME
  • Position requirements: Minimum of Bachelor's degree with 2 years experience in Healthcare related field such as Information Systems, Medical Records, Project Management, or associated area. PMP requir...
  • 2 Days Ago

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QUALITY SPECIALIST BSN-QUALITY MANAGEMENT
  • Union Health
  • TERRE HAUTE, IN FULL_TIME
  • You belong at Union! The Quality Specialist plays a key role in our Quality department! Join us as we provide compassionate service and high-quality care to the Wabash Valley Communities. We are commi...
  • 5 Days Ago

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SPECIALIST ACCESS MANAGEMENT-INFORMATION SYSTEMS
  • Union Health
  • TERRE HAUTE, IN FULL_TIME
  • Internal only-must currently be working in department to apply. As an EOE/AA employer, Union Hospital, Inc. will not discriminate in its employment practices due to an applicant's age, race, color, re...
  • 17 Days Ago

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0 Wealth Management Specialist jobs found in Terre Haute, IN area

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RN-OPERATING ROOM TIER 2
  • Union Hospital
  • Terre Haute, IN
  • You belong at Union! Serving as an RN is a key role in providing the highest quality of patient care while the patient i...
  • 3/28/2024 12:00:00 AM

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RN-LABOR/DELIVERY
  • Union Hospital
  • Terre Haute, IN
  • You belong at Union! The Labor and Delivery RN plays a key role in providing the highest quality of patient care while t...
  • 3/28/2024 12:00:00 AM

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RN-EMERGENCY ROOM
  • Union Hospital
  • Terre Haute, IN
  • You belong at Union! Whether you're just planning for your first Register Nurse Position or a seasoned RN, please consid...
  • 3/28/2024 12:00:00 AM

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VOLUNTEER - VOLUNTEER SERVICES
  • Union Hospital
  • Terre Haute, IN
  • The Volunteer Services Department is committed to providing equal opportunity for all applicants volunteering at Union H...
  • 3/28/2024 12:00:00 AM

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Maintenance Technician PT
  • Flaherty & Collins Properties
  • Terre Haute, IN
  • Job Details Job Location Miller Parrot Lofts - Terre Haute, IN Position Type Part Time Salary Range $17.00 Hourly Job Sh...
  • 3/28/2024 12:00:00 AM

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CMA/CCMA/LPN-ENT
  • Union Hospital
  • Terre Haute, IN
  • You belong at Union! The LPN & Certified Medical Assistant plays a key role in providing the highest quality of patient ...
  • 3/28/2024 12:00:00 AM

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Loan Officer
  • Western Indiana Credit Union
  • Sullivan, IN
  • Job Description Job Description We are seeking a Loan Officer to become a part of our team! You will evaluate and author...
  • 3/27/2024 12:00:00 AM

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Strategic Initiatives Project Manager
  • Indiana State University
  • Terre Haute, IN
  • Strategic Initiatives Project Manager Indiana State University seeks a person to fill the position of Strategic Initiati...
  • 3/25/2024 12:00:00 AM

Terre Haute is located alongside the eastern bank of the Wabash River in western Indiana. The city lies about 75 miles (121 km) west of Indianapolis. According to the 2010 census, Terre Haute has a total area of 35.272 square miles (91.35 km2), of which 34.54 square miles (89.46 km2) (or 97.92%) is land and 0.732 square miles (1.90 km2) (or 2.08%) is water. The Wabash River dominates the physical geography of the city, forming its western border. Small bluffs on the east side of city mark the edge of the historic flood plain. Lost Creek and Honey Creek drain the northern and southern sections ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$68,267 to $109,055
Terre Haute, Indiana area prices
were up 1.3% from a year ago

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