Wealth Management Specialist jobs in Vincennes, 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)
Recently Added Wealth Management Specialist jobs
- TMC TECHNOLOGIES
-
Odon, IN
FULL_TIME
-
Job Description:
The Configuration Management (CM) Specialist shall be responsible for configuration management issues associated with maintaining and controlling all hardware inventory, documentation, product releases, and software configuration management.The CM Specialist shall also work closely with the Configuration Control Board in defining and implementing procedures for releasing new products throughout the entire life cycle. They shall provide change management and product configuration management guidance.
The CM Specialist shall prepare, review, analyze, and assess, and make recommendations for Engineering Change Proposals (ECP) and technical directives with supporting rationale.
Job Requirements:
Requirements:- Coordinate processes to assign tracking numbers/records for any new request (Engineering Change Requests, Software Change Notices, Standard Operating Procedures, Operating Procedures, Test Procedures, Software items, Drawings, Supplemental Training Guides, etc.)
- Update records within iPDM
- Initiate reviews for technical, quality, and management signatures for document approval
- Review documents submitted for approval to ensure that they are accurate and comply with the associated format requirements
- Verify comment adjudication before approval, work with technical team and technical writers as necessary to resolve conflicts or issues
- Issue controlled copies of documents, ensuring controlled document copies are tracked and returned when the document is superseded
- Conduct visual audits of controlled documentation
- Provide support during audits on CM processes
- Develop process guide documentation
- Provide formal and informal training, assisting iPDM users on CM processes/workflow as required
- Reliability-centered maintenance (RCM) experience preferred
- Bachelor's level degree in any field
- US Citizen with Secret Clearance or ability to obtain.
Other:
- OT – possible but not anticipated.
- Travel – possible but not anticipated.
- Work location – on site at NSWC Crane or Bloomington.
- Telework – No.
- 6 Days Ago
- True-Rx Management services
-
Washington, IN
FULL_TIME
- Join the True Rx Health Strategist Revolution as an Implementation Specialist! Ready to revolutionize healthcare? True Rx Health Strategists seeks an Implementation Specialist with a flair for innovat...
- 13 Days Ago
- True-Rx Management services
-
Washington, IN
FULL_TIME
- Elevate Your Career: Be a Pioneer in Integration Excellence! Are you ready to step into a role that defines the pinnacle of Integration Specialist positions? Join us at True Rx Health Strategist, wher...
- 19 Days Ago
- True-Rx Management services
-
Washington, IN
FULL_TIME
- Join Our Dynamic Team as a Benefits Configuration Specialist! Are you a passionate individual eager to make a mark in the world of healthcare solutions? If you thrive on excellence and enjoy the thril...
- 20 Days Ago
- Triage Staffing
-
Princeton, IN
OTHER
- Start Date: ASAP Shift: 9H Days ( 8:00 AM-5:00 PM )Location: Princeton, INLength: 13 weeksWeekly Hours: 40.0Beds: At least 2 years’ experienceEither an Associate of Science or Bachelor of Science in N...
- 19 Days Ago
- Arbys
-
Jasper, IN
FULL_TIME
- RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
- 7 Days Ago
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0 Wealth Management Specialist jobs found in Vincennes, IN area
- MileHigh Adjusters Houston Inc
-
Jasper, IN
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/19/2024 12:00:00 AM
- KFC
-
Vincennes, IN
- This job posting is for a position in a restaurant that is independently owned and operated by a franchisee. This means ...
- 4/19/2024 12:00:00 AM
- Mac Tools
-
Vincennes, IL
- Build a Great Career and a Quality Life with Mac Tools. Investing in your own business is a big decision, but Mac Tools ...
- 4/19/2024 12:00:00 AM
- CSX
-
Vincennes, IN
- Responsibilities Assist in the installation, repairing, testing and maintenance of various railroad signals and grade cr...
- 4/19/2024 12:00:00 AM
- Mac Tools
-
Vincennes, IL
- Build a Great Career and a Quality Life with Mac Tools. Investing in your own business is a big decision, but Mac Tools ...
- 4/16/2024 12:00:00 AM
- MileHigh Adjusters Houston Inc
-
Vincennes, IN
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/15/2024 12:00:00 AM
- Mac Tools
-
Vincennes, IL
- Build a Great Career and a Quality Life with Mac Tools. Investing in your own business is a big decision, but Mac Tools ...
- 4/15/2024 12:00:00 AM
- Old National Bank
-
Huntingburg, IN
- Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
- 4/15/2024 12:00:00 AM
About Vincennes, Indiana
were up 1.3% from a year ago