Wealth Management Specialist, Sr. jobs in Austin, TX

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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Talent Acquisition Specialist
  • Mission Wealth Management LP
  • Austin, TX FULL_TIME
  •  

    As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, growth-minded Talent Acquisition Specialist to join our high-performing HR Department. This is an opportunity for an experienced HR professional to have a hybrid work schedule AND elevate your career, working with a team that will inspire your professional and personal best! As our Talent Acquisition Specialist, your problem-solving nature and attention to detail are critical factors for the smooth operation of the HR Department and the attainment of its goals, as well as for the long-term growth of the firm. You should be extremely organized and be able to juggle multiple responsibilities, with the ability to deliver results in a fast-paced environment. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

     

    Day-to-Day as Talent Acquisition Specialist: 

    • Discuss and establish role requirements and qualifications with internal hiring managers 
    • Build and maintain strong relationships with hiring managers 
    • Manage Recruiting pipeline in HRIS system, ADP Workforce Now 
    • Execute on all phases of recruiting process, including job postings, candidate screenings, and coordinating and scheduling follow up interviews throughout the candidate life cycle 
    • Conduct background check screenings and reference calls 
    • Assist with creating new jobs and updating job descriptions
    • Responsible for all aspects of employee onboarding, from pre-hire, first day orientation, and post hire 
    • Cross train on several core HR processes, including payroll, benefits administration, and other tasks as needed 
    • Develop and implement HR policies throughout the organization 
    • Respond to employee inquiries and requests
    • Perform other related duties as required and assigned to assist the department 

    What You Bring as Talent Acquisition Specialist

    • 2 years of experience in Recruiting 
    • Bachelor’s Degree in Business, Communications, Human Resources, or related field/experience 
    • Ability to work with a team and coordinate team activities, interviews, and meetings 
    • Outstanding customer service and relationship building skills 
    • Strong communication skills, with the ability to read, analyze, interpret, and present information 
    • Well organized and detail oriented 
    • Knowledge of hiring strategies, labor laws, and employment equity in the recruitment process 
    • Experience with Applicant Tracking Systems
    • Demonstrated ability to multi-task effectively and adhere to deadlines in a fast-paced environment 
    • Bonus Skills: Experience with ADP Workforce Now, LinkedIn Recruiter, Indeed, Zip recruiter, payroll and benefits, PHR/SHRM Certification

    Location: This role is hybrid, based out of our Austin office.

     

    Compensation: The annual base for this role is $65,000-$70,000, plus an annual bonus (paid quarterly) estimated at $20,000. The total compensation for this role is $85,000- $90,000, including bonus.

     

    For further consideration, please submit a brief cover letter and resume outlining your proven success in Human Resources and Recruiting. Mission Wealth offers competitive salary team-based bonus plan | medical/dental/vision benefits | 401K | wellness packages

  • 1 Month Ago

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Nurse Practitioner, Pain Management
  • Pain Specialist of America LLC
  • Round Rock, TX FULL_TIME
  • DescriptionPain Specialists of America (“PSA”) is a Texas-based, multisite comprehensive pain management. We are seeking an experienced Nurse practitioner who can support both our Round Rock and Cedar...
  • 20 Days Ago

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Investment Operations Associate
  • Mission Wealth Management LP
  • Austin, TX FULL_TIME
  • As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, high calibre Inv...
  • 1 Month Ago

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Registered Wealth Management Client Associate
  • Bank of America
  • Austin, TX FULL_TIME
  • Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
  • 29 Days Ago

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Principal Wealth Manager, Manchaca
  • Savvy Wealth
  • Manchaca, TX 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 ...
  • 13 Days Ago

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Principal Wealth Manager, Cedar Park
  • Savvy Wealth
  • Cedar, TX 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 ...
  • 13 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Austin, TX area

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Senior Android Engineer - Customer Experience -Austin, Texas or San Antonio, Texas
  • HEB
  • Austin, TX
  • Job Description Senior Android Engineer - Customer Experience -Austin, Texas or San Antonio, Texas - ( 20050661 ) About ...
  • 4/17/2024 12:00:00 AM

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Guest Services Specialist
  • Latham & Watkins, LLP
  • Austin, TX
  • Guest Services Specialist Tracking Code 5478 Job Description Latham & Watkins, a global law firm consistently ranked amo...
  • 4/17/2024 12:00:00 AM

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Full Stack Engineer II (Java/Angular) - Inventory Management (Dallas, Austin, or San Antonio)
  • HEB
  • Austin, TX
  • Job Description Full Stack Engineer II (Java/Angular) - Inventory Management (Dallas, Austin, or San Antonio) - ( 220159...
  • 4/17/2024 12:00:00 AM

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Sales Director, Advisory
  • Apex Fintech Solutions
  • Austin, TX
  • WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing mill...
  • 4/16/2024 12:00:00 AM

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Senior Front End Engineer - Customer Care
  • HEB
  • Austin, TX
  • Job Description - Senior Front End Engineer - Customer Care (20050648) **Job Description** Senior Front End Engineer - C...
  • 4/16/2024 12:00:00 AM

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Guest Services Attendant
  • Latham & Watkins, LLP
  • Austin, TX
  • Guest Services Specialist Tracking Code 5478 Job Description Latham & Watkins, a global law firm consistently ranked amo...
  • 4/16/2024 12:00:00 AM

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Auto Glass Technician Trainee
  • Safelite
  • Austin, TX
  • Do you like to be challenged? Have natural mechanical ability? Work independently, but also as part of a team with oppor...
  • 4/15/2024 12:00:00 AM

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Retirement Plan Sales Consultant
  • Brighton Jones
  • Austin, TX
  • Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curio...
  • 4/15/2024 12:00:00 AM

Austin is the capital of the U.S. state of Texas and the seat of Travis County, with portions extending into Hays and Williamson counties. It is the 11th-most populous city in the United States and the 4th-most populous city in Texas. It is also the fastest growing large city in the United States, the second most populous state capital after Phoenix, Arizona, and the southernmost state capital in the contiguous United States. As of the U.S. Census Bureau's July 1, 2017 estimate, Austin had a population of 950,715 up from 790,491 at the 2010 census. The city is the cultural and economic center ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$109,674 to $157,149
Austin, Texas area prices
were up 1.2% from a year ago