Wealth Management Specialist, Sr. jobs in Augusta, GA

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)

S
Sr Contractor Assurance Specialist
  • Savannah River Nuclear Solutions
  • Aiken, SC FULL_TIME
  • 16-Apr-2024

    Sr Contractor Assurance Specialist

    Environmental, Safety, Health & Quality

    9247BR

    Who We Are

    As the Savannah River Site's management and operations contractor since 2008, Savannah River Nuclear Solutions (SRNS) makes the world safer. With safety and security in the forefront, SRNS develops innovative approaches to deliver on our environmental commitments and nuclear materials challenges; supplies products and services necessary to maintain the nation's nuclear deterrent; secures nuclear materials to prevent unwanted proliferation; and transforms nuclear materials into assets and stable wasteforms.

    The SRNS workforce is highly capable, engaged, and adaptable to meet existing and expanding missions. SRNS employees apply superior expertise and innovative solutions to complex and challenging national and global issues. We have the knowledge to address a range of national and international nuclear issues. We make the world safer - and you can, too.

    What You'll Do in This Position

    Support Lessons Learned program, project metric input and development, perform causal analysis, and serve as Issue Management and Assessment Coordinator.

    To function as the 'Process Owner' for one of the SRS Contractor Assurance processes / systems [Performance Analysis] to include assignment of management responsibilities and accountabilities and provides evidence to assure both the DOE and SRNS management that work is being performed safely, securely, and in compliance with all requirement; risks are identified and managed; and that the systems of control are effective and efficient.
    To function as the Management Review Team Coordinator.

    #1 - Regulatory Requirements - Verify contractual requirements are followed-down into the procedures which describe the process.
    #2 - Process Knowledge - Maintain an accurate Process Map which summarizes the process. Understand the process's links and interactions with other processes.
    #3 - Procedure(s) & Records - Maintain a procedure(s) which accurately reflect the process and the value-added attributes of the process's deliverables. Identify the process's record requirements.
    #4 - Training - Communicate process changes to the process users. Maintain a suite of training modules which support the various roles within the process.
    #5 -Guidance - Provide process guidance to users of the process above and beyond the procedure and training, but not inconsistent with the procedure or training.
    #6 - Metrics - Establish the appropriate set of metrics to measure the process effectiveness and efficiency. Maintain and control an effective and efficient process. Routinely evaluate and analyze the process performance metrics. Act upon any decline in performance.
    #7 - Quick Fixes - Communicate with the process users to identify issues that can be resolved quickly. Provide on-going assistance to process users.
    #8 - Assessment - Identify risks and opportunities with the current process. Participate in the routine self-assessment of the complete health of the process.
    #9 - Improvement - Engage in various improvement actions to enhance the level of compliance, effectiveness, and efficiency of the process.

    Security Clearance Information

    SRNS is required by DOE to conduct a pre-employment drug test and background review that includes checks of personal references, credit, criminal records, and employment history, and education verifications. Positions with SRNS may require applicants to obtain and maintain a DOE L or Q-level security clearance, which requires U.S. citizenship. Factors such as pre-employment background review results, dual citizenship status, and unpaid and/or unfiled taxes may impact your ability to obtain a security clearance. This list of factors is not exhaustive; pre-employment information and security clearance requests are reviewed on a case-by-case basis.

    Clearance Required to Perform Job?

    Q

    Qualifications We Require

    High School Diploma, GED, or other equivalent State Credential

    Qualifications We Desire

    Causal analysis certifications/qualifications
    Experience conducting Issue Reviews for IOSCs

    What We Offer

    Savannah River Nuclear Solutions (SRNS) Benefits team is constantly assessing trends in the benefits area to provide the best possible services to our workforce. We ensure high quality outcomes of each service provider by consistent monitoring and oversite for positive results. We also negotiate cost effective premiums that will meet the needs of our evolving workforce. Your SRNS Health & Welfare benefits provide peace of mind and financial protection for you and your family. Some of the Benefits offered to full service employees include:

    - Medical, Dental, and Vision insurance options
    - Critical Illness and Accident Insurance
    - Employer paid life insurance with buy up options
    - Employer paid Short Term and Long Term Disability
    - 401(k) with Employer Match
    - Various wellness programs
    - Paid Time Off and Holidays
    - Discounts and other supplemental benefits

    SRNS employees are critical to the success of SRNS, all while making the world a safer place. The work that we do every day makes a difference.

    Standards of Excellence

    The SRNS vision states that we will "be the standard of excellence in nuclear materials management by delivering knowledge, innovation and experience." This is underpinned by the recognition that everything we do relies on our employees and how they demonstrate the SRNS Standards of Excellence every day.

    Built on the foundation of safety and security, each employee is expected to:
    Model Excellence by demonstrating the highest standards and values in work and promoting them within the organization and to the customer.
    Deliver Results by meeting customer expectations to ensure objectives, goals and deadlines are met while being good stewards of resources.
    Energize and Recognize Teams through growing organizational strength and recognizing continued excellence.
    Build Relationships by developing relationships with coworkers and customers to foster a respectful workplace.
    Shape the Future by creating a diverse, innovative and integrated workforce that fosters mission success and company growth.

    Note:

    SRNS is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. SRNS is also committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request such an accommodation, you may contact us by phone at 803-952-8207, or by e-mail at hrrecruiting@srs.gov.

    Job Expires

    24-Apr-2024

     

  • 1 Day Ago

V
Inventory Management Specialist NX
  • Veterans Health Administration
  • Augusta, GA FULL_TIME
  • This serves as a Supervisory Inventory Management Specialist for non-expendable (NX) assets/material and supported catchment Area.
  • 10 Days Ago

B
Safety Management Specialist
  • Bright Vision Technologies
  • Graniteville, SC CONTRACTOR
  • Bright Vision Technologies has an immediate opportunity for Safety Management Specialist at Graniteville, SC. with Bachelors or Masters in Safety Management.(must have)Job Title: Safety Management Spe...
  • 13 Days Ago

P
Knowledge Management Specialist
  • People, Technology & Processes
  • Jackson, SC FULL_TIME
  • Job Title: KM Specialist Job Location: Fort Jackson, South Carolina Salary: Competitive, Depends on Qualifications Clearance: SECRET Travel: Possible travel is anticipated Purpose People, Technology a...
  • 23 Days Ago

F
Energy Sales Specialist – Bartow GA
  • FCI Management
  • Bartow, GA FULL_TIME
  • POSITION: Commercial Energy Efficiency Lighting Specialist – Atlanta Georgia - Atlanta Metro Area INDUSTRY: Energy Sector LOCATION: Atlanta, Georgia - Atlanta Metro Area -Local Candidates OnlyNo Reloc...
  • 1 Month Ago

U
BILLING SPECIALIST/SR BILLER IM
  • UHS
  • AIKEN, SC FULL_TIME
  • Responsibilities ABOUT AIKEN PHYSICIANS ALLIANCEAiken Physicians Alliance is affiliated with Aiken Regional Medical Centers, a 273-bed acute care facility offering a comprehensive range of specialties...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist, Sr. jobs found in Augusta, GA area

U
Assistant Branch Manager & Management Hire
  • Under Armour
  • Augusta, GA
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/19/2024 12:00:00 AM

N
Financial Representative
  • Northwestern Mutual
  • Job description The Northwestern Mutual Teams in Augusta, GA; all across of SC (Columbia, Charleston, Greenville, Summer...
  • 4/18/2024 12:00:00 AM

I
Senior Financial Consultant
  • Insurance Masters
  • North Augusta, SC
  • Job Description Job Description We are seeking a Senior Financial Consultant! You will be responsible for the effective ...
  • 4/18/2024 12:00:00 AM

H
General Dentist
  • Heartland Dental
  • Grovetown, GA
  • General Dentist- Grovetown, GA Up to $225,000 total compensation package! Dental Associates of Grovetown is looking for ...
  • 4/17/2024 12:00:00 AM

H
General Dentist
  • Heartland Dental
  • Grovetown, GA
  • General Dentist- Grovetown, GA Up to $225,000 total compensation package! Dental Associates of Grovetown is looking for ...
  • 4/16/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen Of America
  • Augusta, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/16/2024 12:00:00 AM

D
General Dentist - Evans, GA
  • Dental Care at Mullins Colony
  • Evans, GA
  • General Dentist- Evans, GA Competitive Guarenteed Salary plus bonusing potential Dental Care at Mullins Colony is lookin...
  • 3/25/2024 12:00:00 AM

D
General Dentist - Grovetown, GA
  • Dental Associates of Grovetown
  • Grovetown, GA
  • General Dentist- Grovetown, GA Up to $225,000 total compensation package! Dental Associates of Grovetown is looking for ...
  • 3/25/2024 12:00:00 AM

Augusta is located on the Georgia/South Carolina border, about 150 miles (240 km) east of Atlanta and 70 miles (110 km) west of Columbia. The city is located at 33°28′12″N 81°58′30″W / 33.47000°N 81.97500°W / 33.47000; -81.97500 (33.470, −81.975). According to the United States Census Bureau, the Augusta–Richmond County balance has a total area of 306.5 square miles (793.8 km2), of which 302.1 square miles (782.4 km2) is land and 4.3 square miles (11.1 km2) (1.42%) is water. Augusta is located about halfway up the Savannah River on the fall line, which creates a number of small falls on the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$102,473 to $146,831
Augusta, Georgia area prices
were up 1.5% from a year ago