Wealth Management Specialist jobs in Tuscaloosa, AL

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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Ehs specialist
  • Waste Management
  • Emelle, AL FULL_TIME
  • As an EEO / Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

    I. Job Summary

    This position provides project staff support and oversight to ensure the implementation of established environmental and safety policies, programs, and processes, so that operations are managed to keep people safe and protect the environment.

    This includes ensuring compliance / conformance with : environmental and safety legal requirements; Corporate Environmental Protection and Safety programs and requirements;

    and regulatory and permit related environmental and safety requirements. Manages assigned EHS program(s) and information systems to achieve goals and meet company, customer, or regulatory requirements.

    Utilize ability to professionally interface with various levels of staff within WM and customer project site staff. Travel to other market area sites, as needed.

    II. Duties and Responsibilities

    To perform this job successfully, an individual must be able to perform each duty satisfactorily. Other ancillary duties may be assigned.

    Provides on-site or off-site project staff guidance / support proactively or upon request. Helps communicate expectations related to implementing or maintaining required EHS programs / processes / procedures.

    Assists operations in developing site-specific procedures or action plans, and training materials as needed.

    Conducts remote or on-site safety and / or environmental assessments and audits for conformance to company procedures and permit requirements.

    Help project staff develop corrective / preventive action and tracks any issues identified to completion. Manages several EHS projects / programs as assigned which may include the following, but is not limited to : Operations review, continual improvement, and Cross Functional Team Safety Near Miss / Unsafe Condition and / or Peer Observation Program review, tracking, and data analysisWMU Administration (curriculum, training groups, assignments, trouble-shooting) and related materials distribution and updates Safety and / or Environmental Recognition Programs Rules Book Implementation and Updates Safety or Environmental special focus or training events Safety or Environmental performance summaries and communications

    • Administers or uses certain databases and software (., AIMS, CYCLE, ACE, Dakota Tracer, Excel, ARI Insights, DISA, CA DMV, SharePoint, InfoPath, to track people, assets, program conformance, regulatory compliance, and similar.
    • Maintains / updates and helps develop EHS training such as EHS Orientation training, EPA-required training and conducts for WM staff.
    • Provides environmental, and / or safety regulatory summaries and / or guidance to project staff related to typical project operations.
    • Assists in the management of incidents and injuries, including cause analysis, corrective / preventive action implementation.
    • Anticipates typical problems, identifies recurring problems, and takes appropriate action commensurate with experience.
    • Assists management regarding problem resolution, EHS goal setting, and programmatic improvements needed.

    III. Supervisory Responsibilities

    No direct reports, but regularly responsible for assigning tasks and coaching project staff.

    IV. Qualifications

    The requirements listed below are representative of the qualifications necessary to perform the job.

    • Education : Bachelor of Science in Engineering, Safety, Environmental, or similar area of study (accredited), or in lieu of degree, High School Diploma or GED (accredited) and at least 4 years of relevant work experience.
    • Experience : 5 years of hands-on and programmatic safety / compliance experience, and / or waste-related programmatic environmental / compliance experience including training experience with at least 3 years of experience (concurrent with Safety and Environmental experience) working within manufacturing and industrial operations (in addition to education requirements).

    B. Certificates, Licenses, Registrations or Other Requirements

    • Certified Safety Professional, a plus
    • LEED Accreditation, a plus
    • Professional training including :
    • RCRA Hazardous Waste Training
    • 40-hour or 24-hour Hazwoper Training, or equivalent experience
    • First Aid / CPR Trained / Certified, preferred

    C. Other Knowledge, Skills or Abilities Required

    • Proficiency in Microsoft Office suite and ability to learn to use computer information systems readily
    • Knowledgeable and experience in interpreting regulations that include some or all the following : RCRA hazardous and solid waste;

    recycling; TSCA / PCB; DOT hazardous materials regulations; DOT motor carrier safety; and OSHA

    • Experience conducting environmental and safety audits or inspections
    • Experience developing corrective and preventive actions related to incidents, injuries, or non-conformances
    • Experience and ability to revise or develop written environmental or programs and training materials
    • Experience conducting training classes to employees in person or via webcast
    • Experience participating in incident or failure analysis
    • Experience in managing data and summarizing for broad distribution or Experience implementing safety or environmental programs to achieve established goals
    • Experience applying for and maintaining environmental or transportation, preferred

    D. Other Knowledge, Skills or Abilities that Contribute to Success

    • Ability to handle successfully multiple projects at one time
    • Initiative to work independently, but also effective in a team setting
    • Strong and effective communicator both written and verbally
    • Ability to do research and learn about varied topics (including Internet research) and summarize information in simple-to-understand fashion
    • Ability to be persuasive and communicate expectations while providing support to achieve goals and expectations
    • Ability to facilitate group discussions and activities and to mentor others
    • Ability to communicate effectively and appropriately with all levels of internal and external customers, from frontline worker to upper management

    V. Work Environment and Essential Functions

    Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

    Note : the following is defaulted for office setting position

    • Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, most of the work day;
    • Required to exert physical effort in handling objects up to 20 pounds regularly and up to 50 pounds occasionally;
    • Required to climb fixed ladders, walk on uneven terrain, and walk distances of up to 1 / 2 miles occasionally;
    • Required to be exposed to physical occupational risks (such as cuts, exposure to toxic chemicals, noise, heavy equipment operations, occasionally;
    • Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements frequently;
    • Required to wear Personal Protective Equipment such as : steel-toed boots, , safety glasses and hard hat, frequently;
    • Ability to drive company pickup or rental car and work remotely, when necessary.
    • Normal setting for this job is : office or industrial facility setting;

    Benefits

    At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability.

    As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days.

    Please note that benefits may vary by site.

    If this sounds like the opportunity that you have been looking for, please click Apply.

    Last updated : 2024-03-30

  • 18 Days Ago

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Project Management Specialist
  • Actalent
  • VANCE, AL OTHER
  • Description:Supports project and subproject leadership by creating, preparing, and coordinating interdepartmental processes. Initiation of target-oriented controlling of the project, timely execution ...
  • 1 Day Ago

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Project Management Specialist (FT)
  • Akka-Technologies
  • Vance, AL FULL_TIME
  • Job overview:Under general supervision, this position supports the project launch by target-oriented controlling of open measures, organizing and preparing meetings, creating status reports and contro...
  • 1 Day Ago

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Project Management Specialist
  • EDAG Inc
  • Vance, AL FULL_TIME
  • DescriptionWho we are:The EDAG Group is a globally leading, independent engineering services provider that combines excellent engineering with the latest technology trends.With a global network of som...
  • 6 Days Ago

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Project Management Specialist
  • SWJ TECHNOLOGY, LLC
  • Vance, AL FULL_TIME
  • Project Management SpecialistPURPOSE: Under general supervision this position is responsible for the integration for all new type vehicles at OEM. Primary responsibilities will be Committee Management...
  • 7 Days Ago

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Project Management Specialist
  • Alltech Systems, Inc.
  • Vance, AL FULL_TIME
  • Company DescriptionWhen you join the team, you contribute to a better tomorrow. You will play a role in powering many of the world’s largest and most critical industries, from healthcare, energy, auto...
  • 7 Days Ago

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0 Wealth Management Specialist jobs found in Tuscaloosa, AL area

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Delivery Driver
  • DoorDash
  • Tuscaloosa, AL
  • Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S, DoorDash connects local businesses an...
  • 4/18/2024 12:00:00 AM

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Delivery Driver - Sign Up and Start Earning
  • DoorDash
  • Tuscaloosa, AL
  • Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S, DoorDash connects local businesses an...
  • 4/18/2024 12:00:00 AM

D
Delivery Driver - No Experience Needed
  • DoorDash
  • Tuscaloosa, AL
  • Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S, DoorDash connects local businesses an...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative - Work From Home
  • A Ride To Wealth Llc
  • Tuscaloosa, AL
  • Job Description Job Description A Customer Service Representative, or CSR, will act as a liaison, provide product/servic...
  • 4/17/2024 12:00:00 AM

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Associate Wealth Management Advisor
  • Canterbury Capital Wealth Management
  • Tuscaloosa, AL
  • Job Description Job Description We are currently seeking high quality, motivated individuals to join Canterbury Capital ...
  • 4/17/2024 12:00:00 AM

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Remote - Recruitment Specialist
  • Life Balance Transition
  • Tuscaloosa, AL
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/16/2024 12:00:00 AM

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Experienced Dentist - Helena, AL
  • Helena Road Dental Care
  • Helena, AL
  • Experienced Dentist Opportunity in Helena, AL At Helena Road Dental Care, we take pride in offering a unique dental expe...
  • 4/15/2024 12:00:00 AM

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Part-Time Cashier
  • Aldi, Inc.
  • Tuscaloosa, AL
  • We're ALDI, one of America's favorite grocers. We've grown a lot in the past few years, expanding our reach and customer...
  • 4/15/2024 12:00:00 AM

Tuscaloosa (/tʌskəˈluːsə/ TUS-kə-LOO-sə) is a city in and the seat of Tuscaloosa County in west central Alabama (in the southeastern United States). Located on the Black Warrior River at the Atlantic Seaboard fall line of the Piedmont, it is the fifth-largest city in Alabama, with an estimated population of 100,287 in 2017. The city was originally known as Tuskaloosa until the early 20th century. Incorporated as a town on December 13, 1819, it was named after Tuskaloosa, the chief of a band of Muskogean-speaking people. They battled and were defeated by forces of Spanish explorer Hernando de S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$69,852 to $111,572
Tuscaloosa, Alabama area prices
were up 1.3% from a year ago

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