Wealth Management Specialist, Sr. jobs in Hopkinsville, KY
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
Wealth Management Advisor - Paducah, KY
- 454 U.S. Bancorp Investments, Inc.
-
Paducah, KY
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 succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs Determine which financial products are suitable for the client’s unique circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation Refer and partner with other financial services within other U.S. Bank channels, as appropriate Discover How You’ll Thrive! An approachable and accessible leadership team that is dedicated to your success and career development A rich product portfolio and open architecture so you can do what is best for your clients A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently All the resources of a Fortune 150 company with the personal feel of a smaller company Marketing warm leads and qualified referrals from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools Learn more in our digital handbook Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments For You: Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team Work in a collaborative environment with a high-performing team Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications: Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical and problem-solving skills Excellent interpersonal, verbal, and written communication skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company. Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.
- 3 Days Ago
Wealth Management Advisor - Paducah, KY
- U.S. Bank National Association
-
Paducah, KY
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...
- 1 Month Ago
Construction Project Management Sr Director
- AECOM
-
Paducah, KY
FULL_TIME
- Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming s...
- 27 Days Ago
Sr. EHS Specialist
- Toyota Boshoku America Inc
-
Hopkinsville, KY
OTHER
- I. General Summary: Administration of TBA Corporate EHS performance and compliance activities. II. Essential Job Functions:A. Interprets safety, health, and environmental codes, standards, and regulat...
- 13 Days Ago
Case Management Specialist
- The Salvation Army
-
Hopkinsville, KY
FULL_TIME
- Job Summary: Interviews, accepts, and provides comprehensive, long-term, structured, complex, case management services for an assigned caseload of clients participating in an established life manageme...
- 11 Days Ago
Case Management Specialist
- The Salvation Army USA Southern Territory
-
Hopkinsville, KY
FULL_TIME
- Job Summary: Interviews, accepts, and provides comprehensive, long-term, structured, complex, case management services for an assigned caseload of clients participating in an established life manageme...
- 15 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Hopkinsville, KY area
Insurance Specialist
- Bankers Life
-
Clarksville, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
Insurance Specialist
- Bankers Life
-
Clarksville, TN
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/19/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Hopkinsville, KY
- Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interest...
- 4/19/2024 12:00:00 AM
Assistant Branch Manager & Management Hire
- Under Armour
-
Clarksville, TN
- 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
Financial Advisor
- Prudential Financial
-
Madisonville, KY
- Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interest...
- 4/19/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Hopkinsville, KY
- Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interest...
- 4/18/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Hopkinsville, KY
- About you Entrepreneurial mindset Community oriented Communication skills Responsibilities Work with current or new memb...
- 4/16/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
-
Oak Grove, KY
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/15/2024 12:00:00 AM
About Hopkinsville, Kentucky
Hopkinsville is a home rule-class city in and the county seat of Christian County, Kentucky, United States. The population at the 2010 census was 31,577.
Hopkinsville is located south of the center of Christian County at 36°51′17″N 87°29′20″W / 36.85472°N 87.48889°W / 36.85472; -87.48889 (36.854712, -87.488872). Madisonville is 35 miles (56 km) to the north, Russellville is 35 miles (56 km) to the east, Oak Grove is 15 miles to the south, and Clarksville, Tennessee, is 26 miles (42 km) to the south.
According to the United States Census Bureau, Hopkinsville has a total area of 30.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$99,704 to $142,863
Hopkinsville, Kentucky area prices
were up 1.2% from a year ago
were up 1.2% from a year ago