Wealth Management Specialist, Sr. jobs in Erie, PA

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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Inventory Management Specialist
  • MSC Industrial Supply Co.
  • Erie, PA FULL_TIME
  • Build a better career with MSC.
    Serving customer and community starts with the very best people doing their very best work. That is precisely what we have at MSC Industrial Supply Co., a leading North American distributor of metalworking and maintenance, repair, and operations (MRO) products and services.

    Requisition ID :15644

    Employment Type : Full Time

    Job Category : Customer Solutions

    Work Location : Erie, PA

    State or Province : Pennsylvania (US-PA)

    Potential Work Location : United States : Pennsylvania : Erie | Pittsburg

    Job Grade: E13


    BRIEF POSITION SUMMARY:

    Under the supervision of the Solution Implementation Manager, the Inventory Management Specialist, (IMS) would be responsible for successfully implementing the various inventory management solutions offered by MSC promoting a best-in-class experience for all stakeholders. This includes driving solutions, installations, data collection, vending machine diagnostics, maintenance and training. This position is expected to focus on advanced solution selling and implementation tasks.

    DUTIES and RESPONSIBILITIES:

    • Collaborates with all MSC Sales Teams tenable explosive sales growth through Solutions
    • Maintains a thorough knowledge of all MSC solutions which include but not limited to: bar coded solutions such as CMI and VMI, Vending, Crib Software, etc.
    • Follows all required Salesforce protocols for project and time management
    • Drives proficiencies in the following areas:
      • Solutions discovery including data collection
      • Solutions recommendations
      • Installations
      • Break Fix (onsite service)
      • Post Install Support
      • Supply Chain Optimization
      • Fiscal responsibility
      • Cancellation support
    • Adheres to service level agreements to consistently deliver best-in-class results
    • Proficient knowledge with the tools, technology and related PPE is essential for success
    • Provides feedback to management for continuous process improvement
    • Represents MSC Solutions at branch meetings and foster partnerships with sales associates
    • Supports designated team goals and objectives
    • Follows all MSC policies and procedures documented in the associate handbook
    • Participates in special projects and performs additional duties as required
    • Fosters the MSC Culture in the department and throughout the company to ensure unity of purpose and fulfillment of MSC’s mission

    EDUCATION and EXPERIENCE:

    • Associates’ Degree or the equivalent relevant experience is required
    • Minimum two (2) years supporting value-added customer solutions / inventory management programs is preferred
    • Experience troubleshooting hardware and/or software preferred
    • Knowledge of MSC-like product lines/services & MSC related experience is required
    • Minimum of two (2) years of general sales experience is preferred

    SKILLS:

    • Excellent verbal and written communication skills required
    • Excellent interpersonal skills required
    • Organizational & time management skills required
    • Excellent Electro/Mechanical skills required
    • Problem solving, and situational adaptability skills required
    • Computer literacy & proficiency in word processing, spreadsheet & presentation software required

    OTHER REQUIREMENTS:

    • A valid driver’s license & the ability to travel 75% including overnight is required
    • Must possess basic knowledge and use of hand and power tools
    • Able to perform physical activities such as lifting approximately 50 lbs.
    • Ability to work in various types of industrial environments
    • Must adhere to customer specific requirements such as wearing hardhats, safety glasses, steel toe shoes, etc.

    Compensation starting at $50260 - $ 78980 depending on experience.

    The salary range represented is based on similar roles in comparable industries, and the cost of labor in respective cities. Actual compensation is based on the candidate’s relevant experience, education requirements and peer pay equity. The Company reserves the right to modify the range as market conditions change.

    Why MSC? People. Collaboration. Insight. That’s how you build something that works. Built on a foundation of trust, MSC works side by side with our customers to help them drive business results. With more than one million product offerings and 75 years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. We care about our associates and have programs in place to help our 6,500 team members achieve their potential.

    When you join our team, you will receive rewards and recognition for your contributions, training and professional development opportunities, Associate Inclusion Circles: Women, Pride, Black, Veterans, HOLA and Disabled as well as a variety of benefits to support you and your family's health, well-being, and financial future. If you are inspired to learn, take risks, and succeed as a team, you can build a better career at MSC.

    Equal Opportunity Statement: At MSC, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all qualified applicants and our associates without regard to race, color, religion, age, sex, national origin, disability, protected veteran status, sexual orientation, gender identity/expression or any category protected by applicable law. By applying to this job you agree to the Application and Acknowledgment Declaration terms.

  • 7 Days Ago

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Tree Service Groundsman
  • Odd Job The Tree Specialist LLC.
  • Edinboro, PA PART_TIME,CONTRACTOR
  • As we start to ease our way into the spring and summer season, I’d like to start conducting interviews for anyone interested in a part-time position working on a Tree crew. There is a possibly this co...
  • 11 Days Ago

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Lead Quality Assurance Specialist
  • US Defense Contract Management Agency
  • Meadville, PA FULL_TIME
  • Duties Serves as a team leader for a quality assurance team, assigning work, providing feedback, checking progress, arranging training for team members, and providing input to supervisor. Reviews cont...
  • 4 Days Ago

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Guest Experience Leader
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • North, PA FULL_TIME
  • As a Guest Experience Leader, you will be part of an outstanding team that delivers personalized experiences for every guest visiting the restaurant for their favorite McDonald's menu items. You will ...
  • 23 Days Ago

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Overnight Crew member
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • North, PA FULL_TIME
  • Overnight crew are responsible for providing friendly customer service and Gold Standard products to our overnight guests. In addition to providing exceptional, friendly service to our guests, respons...
  • 23 Days Ago

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Opening Crew
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • Girard, PA FULL_TIME
  • Opening shift begins at 4 a.m. Responsibilities may include (but are not limited to): Stocking product Prepping yogurt parfaits, breakfast burritos, etc. Sweeping and mopping floors General station cl...
  • 24 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Erie, PA area

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Independent Insurance Claims Adjuster in Erie, Pennsylvania
  • MileHigh Adjusters Houston Inc
  • Erie, PA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/19/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Erie, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/19/2024 12:00:00 AM

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Assistant Director of Financial Aid
  • Gannon University
  • Erie, PA
  • Assistant Director of Financial Aid Position Summary: Administrative position to support the Financial Aid Office repres...
  • 4/19/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Edinboro, PA
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/19/2024 12:00:00 AM

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Janitorial Cleaner
  • City Wide Facility Solutions
  • Erie, PA
  • Do you want your weekends off, holiday pay and vacation time with a flexible schedule? Are you looking for a janitorial/...
  • 4/19/2024 12:00:00 AM

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Revenue Tax Claim Specialist
  • Erie County, PA
  • Erie, PA
  • Job Description Position: Revenue Tax Claim Specialist Department Finance Location Erie County Courthouse Status Full Ti...
  • 4/18/2024 12:00:00 AM

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Finance Services Professional
  • Bankers Life
  • Erie, PA
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/17/2024 12:00:00 AM

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Finance Support Specialist II
  • Erie Insurance Group
  • Erie, PA
  • **Finance Support Specialist II** **Location:** Erie, PA, US, 16560 **Division or Field Office:** Office Of The Presiden...
  • 4/17/2024 12:00:00 AM

Erie (/ˈɪəri/; EER-ee) is a city on the south shore of Lake Erie and the county seat of Erie County, Pennsylvania, United States. Named for the lake and the Native American Erie people who lived in the area until the mid-17th century, Erie is the fourth-largest city in Pennsylvania, as well as the largest city in Northwestern Pennsylvania, with a population of 101,786 at the 2010 census. The estimated population in 2017 had decreased to 97,369. The Erie metropolitan area, equivalent to all of Erie County, consists of 276,207 residents. The Erie-Meadville, PA Combined Statistical Area has a pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$102,362 to $146,672
Erie, Pennsylvania area prices
were up 1.5% from a year ago