Wealth Management Specialist jobs in Vermont

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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Operations Manager - Financial Services
  • Ridgeline Wealth Management
  • Saint Johnsbury, VT FULL_TIME
  • Job Description Office Personnel

    Operations Manager

    Reports to Director of Operations

    Major Function

    Organize, manage and perform the short and long term functions of managing the client experience, as well as the responsibility of all administrative duties pertaining to daily operation of a busy and fast paced Wealth Management practice. The ideal candidate will be kind, highly organized/detailed, enjoy working as part of a team and will possess a genuine desire to work with and help people.

    Required Skills

    • Attention to Detail
    • Ability to work independently
    • Ability to multitask
    • A high degree of computer literacy and fluency in Microsoft Office (Word, Excel and Outlook)
    • Ability to thrive as part of a team

    Duties

    • To greet clients on the phone and in person. To cheerfully and consistently perform the duties of “Gatekeeper”.
    • Organize, maintain and manage all Advisor calendars.
    • Organize and perform all administrative functions including incoming and outgoing client correspondence; maintaining files, books and records, preparing and processing deposits, daily client account notifications; etc.
    • Perform the majority of all client service operations on a daily basis.
    • Assist and prepare specific and targeted tasks alongside Director of Operations.
    • Coordinate daily office activities including purchase and maintenance of all office supplies and equipment. Perform and oversee routine office maintenance tasks including watering plants, maintaining coffee station, recycling and cleaning services.
    • Assist partners and advisors in preparing client presentations.
    • Become a Notary Public.

    General Requirements

    Educational: Minimum High School or equivalent; prefer college degree in related field

    Skills: Strong communication, detail oriented, computer, typing and math skills. Experience with Microsoft Office

    Experience: Minimum 2 years as administrative assistant or office management capacity.

    Hours: 8:00 am – 5:00 pm Mon. – Fri.

    Paid Vacation

    Paid Time Off Available

    All Market Holidays

    Salary commensurate with experience with a 90 day initial performance review.

    Benefits

    Disability, Life Insurance, 401k. Additional Benefits negotiable.

    Job Type: Full-time

    Pay: $45,000.00 - $60,000.00 per year

    Application Question(s):

    • Are you willing and able to pass a background/fingerprint check?

    Work Location: In person

  • 4 Days Ago

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Wealth Management Assistant
  • Union Bank of VT/ NH
  • Morrisville, VT FULL_TIME
  • Description About us As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 18...
  • 13 Days Ago

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Property Management Specialist
  • Real Property Management Beacon
  • Woodstock, VT FULL_TIME
  • At Real Property Management Beacon, our proven experience and industry leadership have given us the edge in developing top-tier property management professionals. As a franchisee of one of the largest...
  • 1 Month Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist
  • South Burlington, VT FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!Earn Up to $22.00 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career...
  • 3 Days Ago

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Building Management Specialist
  • US Public Buildings Service
  • Saint Albans, VT FULL_TIME
  • Duties The official duty location of this position will be Saint Albans, VT or Burlington, VT. This position is categorized as "on-site required". You will be required to report to the duty location o...
  • Just Posted

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Property Management Specialist
  • Burlington Housing Authority
  • Burlington, VT FULL_TIME
  • Property Management Administrate Assistant Burlington Housing Authority (BHA) in Burlington, VT is seeking a full time Property Management Administrative Assistant to serve as first point of contact f...
  • Just Posted

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 3/29/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/29/2024 12:00:00 AM

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Intern - Summer
  • Santander
  • Miami, FL
  • Intern - Summer Country: United States of America Job Description Do you have an interest in or a passion for providing ...
  • 3/29/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Murfreesboro, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Salt Lake City, UT/Greenwood Village & Fort Collings, CO Overview Are you a ...
  • 3/29/2024 12:00:00 AM

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Financial Planner
  • Creative Planning
  • Los Angeles, CA
  • The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
  • 3/29/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$71,606 to $114,388

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019