Wealth Management Specialist, Sr. jobs in Asheville, NC

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)

Recently Added Wealth Management Specialist, Sr. jobs

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CRM Product Manager
  • Modera Wealth Management
  • Asheville, NC FULL_TIME
  • Wealth Management Firm Seeks CRM Product Manager
    Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

    We are seeking individuals who embody Modera’s core values:

    • Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
    • Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
    • Trusted Relationships – Supportive and authentic with mutual respect for colleagues

    In addition, the ideal candidate:

    • Shares our commitment to diversity and an inclusive working environment
    • Is extremely organized with excellent attention to detail
    • Is capable of prioritizing and managing multiple tasks concurrently
    • Thrives in an environment focused on creative problem solving
    • Is an engaging and charismatic communicator
    • Has a passion for excellent service
    • Is a self-starter

    Job responsibilities include but are not limited to:

    • Create strategic and operational plans for the Salesforce platform to provide solutions that align to the strategies and needs of each department, leveraging common, scalable solutions where possible.
    • Keep up with Salesforce platform capabilities, as well as extended capabilities in its AppExchange, to identify opportunities where to apply to business needs.
    • Collaborate with business and technical teams to identify product, business, and functional requirements based on specific use cases and user journeys.
    • Lead the prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.
    • Define and execute adoption strategies to maximize the return on investment of the Salesforce platform, working with the COO and other relevant business partners to support operational readiness and change management activities to launch new or improved features.
    • Lead or support development of product design to build intuitive and valuable experiences to address user needs.
    • Maintain running product backlog and track bug fixes.
    • Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users.
    • Lead training across firm but may rely on department leads and managers for more detailed, specific, or ongoing training. Responsible for ensuring all users are given adequate training.

    Qualifications for this position:
    • Minimum bachelor’s degree required.
    • Minimum Salesforce Administrator Certification required.
    • 5 years in RIA/wealth management industry, focusing on processes, workflows, and a broader understanding of interdependency of teams.
    • Ability to develop a clear strategy and roadmap aligned with multiple stakeholders and their business areas.
    • Ability to communicate at all levels of the organization effectively and persuasively.
    • Strong desire to lead and champion change across organizations both internally and with vendors.
    • Solid strategic thinker, problem solver and decision maker.
    • Demonstrated ability to drive execution and results.
    • Team player, able to work well with all levels of the firm.
    • Adaptability and flexibility are required.

    What we offer:
    • Competitive salary commensurate with experience
    • Performance-based bonus
    • Safe Harbor 401(k) plan
    • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
    • Paid vacation
    • Opportunities for professional growth and continuing education
    • Partial remote work

    No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

    Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North
    Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

    For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
  • 1 Month Ago
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Wealth Management Advisor
  • Northwestern Mutual Upstate, SC
  • Asheville, NC FULL_TIME
  • GET MORE OUT OF YOUR CAREER Choose a career where changing and impacting someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANN...
  • 23 Days Ago
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Principal Wealth Manager, Asheville
  • Savvy Wealth
  • Asheville, NC FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 20 Days Ago
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Senior Wealth Advisor
  • Mariner Wealth Advisors
  • Asheville, NC FULL_TIME
  • Overview If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to ...
  • 6 Days Ago
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Denial Management Specialist
  • Blue Ridge Health
  • Hendersonville, NC FULL_TIME
  • Overview Blue Ridge Health is currently seeking a Denial Management Specialist to be part of our Patient Financial Services Team. What We Offer You: A competitive benefits plan, including Medical, Den...
  • 1 Month Ago
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Membership Specialist - Green Mountain
  • MHC Property Management, LP
  • Green Mountain, NC FULL_TIME
  • With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! ELS is hiring for the position of Membership Specialist - G...
  • 15 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Asheville, NC area

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Independent Insurance Claims Adjuster in Weaverville, North Carolina
  • MileHigh Adjusters Houston Inc
  • Weaverville, NC
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/19/2024 12:00:00 AM
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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Asheville, NC
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/19/2024 12:00:00 AM
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Branch Manager (Onsite) - Asheville, NC
  • PeopleReady
  • Asheville, NC
  • We're searching for a natural leader who is ready to make an impact by leading day-to-day operations of our Asheville, N...
  • 4/19/2024 12:00:00 AM
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Entry Level Sales
  • The Brewer Agency
  • Asheville, NC
  • Interested in a fulfilling career that allows you to help others while making a great living around your schedule? Looki...
  • 4/17/2024 12:00:00 AM
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Auto Finance & Insurance Manager, Toyota Autos
  • Toyota of Bristol
  • Asheville, NC
  • 3045 West State Street, Bristol, TN 37620 AUTOMOTIVE FINANCE & INSURANCE MANAGER Top Tier Pay Plan with a 6-figure Incom...
  • 4/16/2024 12:00:00 AM
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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Asheville, NC
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/16/2024 12:00:00 AM
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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Asheville, NC
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/16/2024 12:00:00 AM
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Remote Sales (Entry-Level & Room for Advancement)
  • The Jackson Agency
  • Asheville, NC
  • Interested in a fulfilling career that allows you to help others while making a great living around your schedule? Looki...
  • 4/15/2024 12:00:00 AM
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About Asheville, North Carolina

Asheville is a city and the county seat of Buncombe County, North Carolina, United States. It is the largest city in Western North Carolina, and the 12th-most populous city in the U.S. state of North Carolina. The city's population was 89,121 according to 2016 estimates. It is the principal city in the four-county Asheville metropolitan area, with a population of 424,858 in 2010. Asheville is located in the Blue Ridge Mountains at the confluence of the Swannanoa River and the French Broad River. According to the United States Census Bureau, the city has a total area of 45.3 square miles (117....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$101,809 to $145,879
Asheville, North Carolina area prices
were up 1.5% from a year ago
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