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)
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:
What You Bring as Talent Acquisition Specialist:
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
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