Wealth Management Specialist, Sr. jobs in Elkhart, IN

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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Sr. Accounts Payable Specialist
  • HR Collaboration Group LLC
  • Elkhart, IN FULL_TIME
  • Sr. Accounts Payable Specialist & Accounting Administrator

    This role is located in Elkhart, Indiana.

    Family-focused, Friendly, Air-conditioned, Flexible environment!


    Want to work in a family-friendly, clean, flexible, and work/life balanced environment, where you and your family matter? Do you want to be a part of an organization that cares about their employee's suggestions and the community? You will also love the people and their onsite Company Dog Mascots!


    Then, TouchTronics has a place for you!


    Who We Are:

    TouchTronics, Inc. is a national leader in the design and manufacturing of PowerTouch remote controls and we are leading the way through our innovation and development of new products. Our success comes from our unique capability to take custom design ideas through each phase of the process and deliver an innovative, high-quality product to our customer. TouchTronics is a family-oriented company with a long history going back more than 30 years. Each day we are enhancing the lives of our customers - Learn how we can enhance yours!


    What We Offer:

    • Exciting and relaxed, collaborative, and family-oriented work environment with flexible work/life balance schedules
    • Clean, friendly environment with individual work stations
    • Challenging and progressive career development
    • Competitive salaries & bonuses!
    • Excellent Comprehensive Health & Wellness programs
    • Best practice PTO policies and paid holidays
    • Retirement program and company match!
    • Employee Team Events!
    • Open communication, informal recognition, and team-building events
    • And much more to motivated, results-oriented individuals who want to make a real difference in their community and role!

    What You'll Do:

    As an Accountant, you will process, administer and validate day to day accounting activities to ensure completeness, on-time, and error free delivery to help support the business and meet financial goals.


    Your Accountabilities In The Role:

    • Performs day to day AP processes ensuring a streamlined, automated, and accurate process.
    • Validates vendor invoices, monthly accrued purchase reconciliation, vendor statement review, and invoice receipts to ensure accurate and timely AP processing.
    • Reconciles accounts payable transactions, ensuring accuracy and timely resolution of any discrepancies.
    • Processes and handles payroll and related processes ensuring complete, on-time and compliant processing.
    • Handles general accounting and transactional processes, such as entering and verifying journal entries, preparing and reviewing reconciliations, assisting with the daily/month-end/year-end closing activities and financial reports to help meet compliance and financial requirements.
    • Assists with special projects such as sales/use tax, inventory management in the financials, and other items to support the team.
    • Identifies opportunities for process improvements and automation within the accounting and finance functions to enhance efficiency.

    Position Requirements:

    • Education: Associates Degree in Business, Accounting or related field; or an equivalent combination of education and experience would be desired.
    • Experience: 3 years of accounts payable and general accounting functions, with a solid working knowledge of general accounting procedures. Payroll experience would be a plus.
    • Certification(s): N/a
    • Functional Skills: Strong planning, prioritization, coordination, organization and detail-oriented skills are required to perform well in this role. Highly process-oriented. Advanced research, analytical, math and journal entry skills are needed. Able to manage multiple priorities effectively to meet department goals and deadlines. High sense of urgency to pay invoices on time. Able to work through problems and solve with internal/external partners.
    • Technology Aptitude/Skills: Proficient skillset in Word & Excel.
    • Language Skills: Excellent verbal and written communication skills, with the ability to communicate with others effectively via email or on the phone.
    • Leadership/Behaviors: Customer-service oriented to support the team and vendors, compliance-oriented, data-focused, who can work independently in a fast-paced environment, dependable and can handle confidential matters appropriately.
    • Culture Match: Respectful of team members and policies, goal and customer-focused; has the ability to stay focused on quality, as well as being efficient to produce a high level of output on the job. Requires an excellent work ethic with the ability to learn and problem-solve.

    If this sounds like you, then you will enjoy this role!


    Other Important Information:

    Position Status & Salary: Pay is negotiable based on years of experience.

    And, the compensation will grow as the team member grows!

    Reports To: Business & Finance Manager

    Core Hours: Monday to Friday; Standard Business Hours (8 hours within 7:30 am - 5:00 pm)

    Travel: Limited; less than 5%

    Work Conditions: Standard office environment with moderate noise; may be required to wear PPE while visiting manufacturing areas.

  • Just Posted

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Work Order Specialist
  • Renewing Management Inc
  • Elkhart, IN FULL_TIME
  • DescriptionPOSITION SUMMARY:The Work Order Specialist is responsible for completing resident Service Requests. Each person at Renewing Management is responsible to perform all the duties of those belo...
  • Just Posted

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Regional Long Term Care Support Specialist
  • Extended Care Management LLC
  • Warsaw, IN FULL_TIME
  • Position Summary: Eventus WholeHealth specializes in delivering an integrated care model to adults in skilled nursing and assisted living facilities, employing a network of healthcare providers such a...
  • 1 Month Ago

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Management Internship
  • Menard, Inc Career Center
  • THREE RIVERS, MI PART_TIME
  • Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
  • 20 Days Ago

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Restaurant management
  • Arby's
  • Elkhart, IN FULL_TIME
  • RESTAURANT MANAGEMENT OPPORTUNITIES Were glad youre here. You may know us as the brand with Roast Beef and Curly Fries but we are also crafting incredible career opportunities. As a growing company, w...
  • 20 Days Ago

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Management trainee
  • CVS
  • Elkhart, IN FULL_TIME
  • The Shift Supervisor Trainee role is an entry-level, short-term role that prepares an employee to perform a higher-level supervisory role, such as Operations Supervisor or Shift Supervisor. The Shift ...
  • Just Posted

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0 Wealth Management Specialist, Sr. jobs found in Elkhart, IN area

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Pricing Merchandise Clerk
  • Meijer, Inc.
  • South Bend, IN
  • As a family company, we serve people and communities. When you work at Meijer, you're provided with career and community...
  • 3/28/2024 12:00:00 AM

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Staff Regulatory Affairs Specialist (Hybrid)
  • Stryker
  • Portage, MI
  • Work Flexibility: Hybrid Stryker is seeking a Staff Regulatory Affairs Specialist to join our Instruments division locat...
  • 3/28/2024 12:00:00 AM

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Associate Manager, Financing Services - Flex Financial (Remote)
  • Stryker
  • Portage, MI
  • Work Flexibility: Remote As an Associate Manager, Flex Financial - Financing Services you will oversee a team that sells...
  • 3/28/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • South Bend, IN
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/27/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Mishawaka, IN
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 3/27/2024 12:00:00 AM

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Principal Portfolio Manager
  • Stryker
  • Portage, MI
  • Work Flexibility: Hybrid Who we want: •Hard-working winners. Confident, competitive and results-oriented professionals w...
  • 3/27/2024 12:00:00 AM

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Finance Manager
  • THOR Industries, Inc.
  • Elkhart, IN
  • OPPORTUNITY OVERVIEW: In 1980, THOR Industries embarked on a journey to connect people with nature, and families with ea...
  • 3/24/2024 12:00:00 AM

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Financial Analyst
  • OrthoPediatrics
  • Warsaw, IN
  • GENERAL SUMMARY: The Financial Analyst is responsible for the oversight and accuracy of the inventory and fixed assets a...
  • 3/24/2024 12:00:00 AM

Elkhart /ˈɛlkɑːrt/ is a city in Elkhart County, Indiana, United States. The city is located 15 miles (24 km) east of South Bend, Indiana, 110 miles (180 km) east of Chicago, Illinois, and 150 miles (240 km) north of Indianapolis, Indiana. Elkhart has the larger population of the two principal cities of the Elkhart-Goshen Metropolitan Statistical Area, which in turn is part of the South Bend-Elkhart-Mishawaka Combined Statistical Area, in a region commonly known as Michiana. The population was 50,949 at the 2010 census. Despite the shared name, it is not the county seat of Elkhart County; that ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$105,356 to $150,969
Elkhart, Indiana area prices
were up 1.3% from a year ago