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)
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:
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:
Position Requirements:
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.
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