Wealth Management Specialist, Sr. jobs in Akron, OH

Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Advisor - will Full Training and Development Program
  • Northwestern Mutual
  • Fairlawn, OH FULL_TIME
  • Change your career while making an impact.

    Full training and mentorship program in sales, finance, leadership and entrepreneurship

    Are you ready to take the reins and lead your own path to success as a business owner? It's time to embrace your entrepreneurial spirit and make a lasting impact through on your community. If you're tired of feeling undervalued, micromanaged or restrained by the limitations of traditional roles, now is your chance to explore being a part of our dynamic team and chart your own course.

    At our firm, we believe in empowering individuals like you to drive meaningful change and build a sustainable career as an entrepreneur. If you have a passion for sales, management, leadership, and business ownership with a desire to leave a lasting legacy or if this resonates with you, submit your resume for consideration into our selection process.

    As a Financial Advisor:

    · Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.

    · Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.

    · Influence – presenting clients with the opportunity to protech and prosper, you will drive clients to action through honest influence and recommendations.

    · Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.

    · Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.

    Your role will involve:

    · Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry.

    · Building and nurturing meaningful connections in the community to foster strong referral networks, and grow your business.

    · Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business.

    · Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner.

    We're looking for individuals who embody the following qualities:

    · Reliability, integrity, and a commitment to ethical practices.

    · Exceptional communication skills and a natural ability to build strong relationships.

    · A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.

    · A willingness to learn, adapt, and thrive in a dynamic and challenging environment.

    Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.

    Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis

    Compensation and Benefits

    · Compensation and commission structure to support early development.

    · Renewable income

    · Bonus programs and expense allowances

    · Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more

    · Retirement Package and Pension Plan

    · Medical, Dental, Vision, Life Insurance and Disability Income Insurance

    · Family Financial Planning

    You could be right for this opportunity if you have:

    · 4-year degree or equivalent professional work experience

    · Entrepreneurial ambitions

    · Experience building meaningful relationships.

    · Interpersonal skills for success in client facing roles.

    · Excellent time-management skills

    · Desire for continuous learning

    · Legal authorization to work in the US without sponsorship.

    About Us:

    For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

    Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

    Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!

    Why join Northwestern Mutual:

    • Fortune 100 company (2021)
    • Forbes' Best Employers for Diversity (2018-2020)
    • Top 10 US Independent Broker-Dealers
    • #1 Among Life Insurers Most Admired Companies for Financial Soundness
    • Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
    • $224 billion3 (retail investment client assets held or managed)

    Job Type: Full-time

    Pay: $55,272.00 - $148,000.00 per year

    Benefits:

    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Flexible schedule
    • Health insurance
    • Parental leave
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Compensation package:

    • Bonus opportunities

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Education:

    • Bachelor's (Preferred)

    Experience:

    • professional: 3 years (Preferred)
    • sales: 1 year (Preferred)

    Ability to Relocate:

    • Fairlawn, OH: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Order Management Specialist
  • Tufin
  • Fairlawn, OH FULL_TIME
  • Order Management SpecialistThe Order Management Specialist is dedicated to supporting the global sales team function through pre/post-sales activities, quotations, as well as the management of simple ...
  • 17 Days Ago

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Care Management Specialist
  • Community Assessment & Treatment Services
  • Wadsworth, OH FULL_TIME
  • Care Management Specialist - Shift differential pay for 2nd and 3rd shiftsUnder the direct supervision of the Program Manager, Care Management Specialists (CMS) are responsible for all matters relatin...
  • 2 Months Ago

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Collections Specialist
  • Life Force Management Inc.
  • Ravenna, OH FULL_TIME
  • We are a medical billing company seeking a Collections Specialist at our office in Ravenna, OH... The Collections Specialist is responsible for overseeing insurance and patient billing work and ensuri...
  • 28 Days Ago

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Cosmetic Merchandiser
  • Apollo Retail Specialist
  • Akron, OH PART_TIME
  • As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and engage shoppers, build strong relationships with...
  • 3 Days Ago

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Elementary School Intervention Specialist 2024/2025 School Year
  • SUMMIT ACADEMY MANAGEMENT
  • Akron, OH FULL_TIME
  • REPORTS TO: School Director BASIC FUNCTION: To provide specially designed instruction to the students assigned on his/her caseload, which is appropriate for the assigned students, that meets their abi...
  • Just Posted

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0 Wealth Management Specialist, Sr. jobs found in Akron, OH area

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Financial Administrative Assistant
  • Prestige Staffing, Inc.
  • Aurora, OH
  • Small growing wealth management firm (Financial Services) in Aurora, OH needs an Administrative Assistant who has Financ...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neurosciences Specialty Unit
  • Cleveland Clinic
  • AKRON, OH
  • Join our team at Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic is recognized as o...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neuro Specialty Unit
  • Cleveland Clinic
  • AKRON, OH
  • Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neurosciences Specialty Unit
  • Cleveland Clinic
  • FAIRLAWN, OH
  • Join our team at Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic is recognized as o...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neurosciences Specialty Unit
  • Cleveland Clinic
  • BATH, OH
  • Join our team at Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic is recognized as o...
  • 4/26/2024 12:00:00 AM

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New Grad RN - Neuro Specialty Unit
  • Cleveland Clinic
  • FAIRLAWN, OH
  • Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare...
  • 4/26/2024 12:00:00 AM

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Director of Finance
  • Walnut Ridge
  • Beachwood, OH
  • We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
  • 4/25/2024 12:00:00 AM

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Vice President Finance
  • Walnut Ridge
  • Beachwood, OH
  • We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
  • 4/22/2024 12:00:00 AM

Akron (/ˈækrən/) is the fifth-largest city in the U.S. state of Ohio and is the county seat of Summit County. It is located on the western edge of the Glaciated Allegheny Plateau, about 30 miles (48 km) south of Cleveland. As of the 2017 Census estimate, the city proper had a total population of 197,846, making it the 119th-largest city in the United States. The Greater Akron area, covering Summit and Portage counties, had an estimated population of 703,505. The city was founded in 1825 by Simon Perkins and Paul Williams, along the Little Cuyahoga River at the summit of the developing Ohio and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$106,905 to $153,180
Akron, Ohio area prices
were up 1.6% from a year ago