Wealth Management Specialist jobs in Vallejo, CA

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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Data Management Specialist (DMS)
  • OMS Group, LLC
  • SACRAMENTO, CA FULL_TIME
  • OMS Field Services is looking for a Data Management Specialist (DMS) to work in our clients Vegetation Management program. This position will responsible for managing the VMD (Vegetation Management Database) used with Client’s Vegetation Management program. Business conduct must occur in accordance with OMS policies and procedures and be aligned with the goals of OMS and our client.

    Essential Functions:
    • A DMS is responsible for managing the VMD (Vegetation Management Database) used with Client’s Vegetation Management program including receiving downloads of data from field personnel, transferring data in various computer programs, generating, and closing out Work Requests, creating pre-load files, tracking refusals and EC notifications/cases, trouble- shooting the database, printing reports, copying, distributing data, filing reports and performing analyses.
    • The DMS must be able to effectively communicate procedures for use of hand-held devices to field personnel, resolve user problems, maintain VMDSR as directed by the Client Representative, maintain an area equipment inventory, and facilitate the completion of timely and accurate reports.
    • Assure project folders are complete and include all necessary records for the project before they are archived.
    • Other duties as assigned by OMS or the client.

    Qualifications:
    • A minimum of two (2) years’ experience working with computers, office equipment and data entry equipment.
    • Required to maintain a Class C driver’s license, including participating in Employer Pull Notice Program (EPN), with DMV.
    • Conduct a background check, drug screening, and health exam.
    • Approval by Client Representative.
    Working Conditions: 
    Environmental Factors:  Indoor and outdoor conditions; exposure to heat, cold, potentially hazardous chemicals, toxic materials; work on/walk on slippery or uneven and potentially mountainous terrain.  Noise level is usually moderate. Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to stoop, bend, kneel, crouch, talk, hear, stand, walk for extended periods of time, walk long distances, sit during extended periods of time, and reach with hands and arms. The employee must occasionally lift, push, pull, and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.  Ability to perform tasks during a typical 8 hour workday

    Job Type: Full-time

    Benefits:

    • 401(k)
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Referral program
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Overtime
    Work Location: In-person
  • 20 Days Ago

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Senior Quality Management Specialist
  • County of Napa
  • Napa, CA FULL_TIME
  • Napa County is home to 140,000 residents who share a strong sense of community and a legacy of preserving and protecting our rich agricultural heritage. Located in the heart of California's preeminent...
  • 6 Days Ago

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Pest Management Specialist
  • DEWEY PEST CONTROL
  • Martinez, CA FULL_TIME
  • Would you like to join one of the largest family owned pest management companies in California and the U.S.? We are seeking goal-oriented, outside Sales Representatives with a proven track record to j...
  • 1 Month Ago

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Ophthalmic Technician / Assistant
  • Eye Specialist Medical Group, Inc
  • Napa, CA FULL_TIME
  • DescriptionAt Eye Specialist of Napa Valley, we have an immediate opening for an Ophthalmic Technician / Assistant to join our growing dynamic team! Ideally, you will have at least 2-3 years of experi...
  • 5 Days Ago

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Management Analyst
  • City of San Pablo (CA)
  • CA, CA FULL_TIME
  • Extended Filing Deadline: May 5, 2024 at 11:59 p.m.Applications MUST be submitted online at www.GovernmentJobs.comThe City of San Pablo is seeking an extraordinary candidate to join its Human Resource...
  • Just Posted

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Management Training
  • Bridgestone Americas
  • Fairfield, CA FULL_TIME
  • Company OverviewBridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including F...
  • Just Posted

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0 Wealth Management Specialist jobs found in Vallejo, CA area

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Independent Insurance Claims Adjuster in Napa, California
  • MileHigh Adjusters Houston Inc
  • Napa, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Sonoma, California
  • MileHigh Adjusters Houston Inc
  • Sonoma, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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Portfolio Analyst / SMA Specialist - Franklin Income Investors
  • Franklin Templeton
  • San Ramon, CA
  • At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achi...
  • 4/23/2024 12:00:00 AM

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Merrill Financial Solutions Advisor - East Bay & Associates Market
  • Bank Of America
  • Pleasanton, CA
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the po...
  • 4/23/2024 12:00:00 AM

A
V.P. Global Marketing Communications & Branding
  • AbD Serotec
  • Hercules, CA
  • In this role, you will provide structured and consistent brand governance across all the company`s communication activit...
  • 4/23/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in American Canyon, California
  • MileHigh Adjusters Houston Inc
  • American Canyon, CA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

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Environmental Health & Safety Specialist II
  • AbD Serotec
  • Hercules, CA
  • As a Bio-Rad Environmental, Health & Safety (EHS) Specialist II, you will work within a global team. The Environmental H...
  • 4/22/2024 12:00:00 AM

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VP, Financial Consultant- West Portal, CA
  • Charles Schwab
  • Martinez, CA
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$83,867 to $133,958
Vallejo, California area prices
were up 2.5% from a year ago

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