Wealth Management Specialist, Sr. jobs in Columbus, 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)
Recently Added Wealth Management Specialist, Sr. jobs
- Haller Wealth Management Group
-
Delaware, OH
FULL_TIME
-
- Provides administrative support.
- Answers phone calls, schedules appointments and welcomes clients.
- Carries out administrative duties.
- Exhibits polite and professional communication via phone, e-mail, and mail.
- Supports team by performing tasks related to organization and strong communication.
- Provides information by answering questions and requests.
- Maintains supplies inventory.
- Plans, schedules and choreographs office seminars, open houses, parties, meetings and events.
Skills and Qualifications:
- Outgoing
- Self-Motivated
- Punctual
- Organization
- Detail Oriented
- Professionalism
- Problem Solving
- Superb Verbal and Written Communication
Education and Experience Requirements
- High school diploma or equivalent education required
- Administrative experience preferred but not required
- Knowledge of appropriate software including: Microsoft Word, Excel, and Outlook
- Valid driver’s license
- Ability to pass a background check
We at Haller Wealth Management are a client oriented, customer service driven business looking to expand our small team. We are looking for a self-motivated, punctual, hardworking individual to be our new Director of First Impressions.
Job Type: Full-time
Benefits:
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
- No weekends
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
- 10 Days Ago
- JPMC Candidate Experience page
-
Westerville, OH
FULL_TIME
- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversit...
- 30 Days Ago
- JPMorgan Chase
-
Westerville, OH
FULL_TIME
- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversit...
- 1 Month Ago
- U.S. Bank National Association
-
Dublin, OH
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 2 Days Ago
- U.S. Bank National Association
-
Pickerington, OH
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 4 Days Ago
- Bank of America
-
Columbus, OH
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 5 Days Ago
- Current Active Filter
- Columbus, OH
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Wealth Management Specialist, Sr. jobs found in Columbus, OH area
- Life Balance Transition
-
Columbus, OH
- "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
- 4/25/2024 12:00:00 AM
- New York Life Insurance Company
-
Columbus, OH
- Job Description Job Description FINANCIAL PROFESSIONAL ASSOCIATE - This position is 'hybrid." Not 100% remote. Are you a...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Columbus, OH
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/24/2024 12:00:00 AM
- No Greater Time
-
Columbus, OH
- You have a choice of where you want to work! We invite you along on our journey with a Flexible Schedule, Location Indep...
- 4/24/2024 12:00:00 AM
- Colliers
-
Columbus, OH
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 4/22/2024 12:00:00 AM
- Colliers
-
Columbus, OH
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 4/22/2024 12:00:00 AM
- Colliers International
-
Columbus, OH
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 4/22/2024 12:00:00 AM
- Colliers
-
Columbus, OH
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 4/22/2024 12:00:00 AM
About Columbus, Ohio
were up 1.3% from a year ago