Wealth Management Specialist, Sr. jobs in Idaho Falls, ID

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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R&D Sr. Document Specialist
  • Melaleuca, Inc.
  • Idaho Falls, ID OTHER
  • Company Profile

    Melaleuca has firmly supported this mission statement since our humble beginning in 1985. Everything we accomplish is done with an eye toward promoting the physical, environmental, financial, and personal wellness of those around us. Our focus has always been on wellness. By manufacturing and selling effective, high quality, natural, health oriented products we help people live more vibrant, healthier, and happier lives. When you walk through the doors at Melaleuca, you can feel it immediately. This is The Wellness Company.

     

    We have achieved consistent and profitable growth with our annual revenue consistently hitting over $2 billion dollars. We now have over 4,000 employees and operate in 19 countries around the world. Melaleuca is positioned to grow even more rapidly in upcoming years.

    Overview

    The R&D Sr. Document Specialist performs work per the direction of the R&D International Project/Document Manager to provide the necessary research, documentation and support for International and Domestic product development.  

    Responsibilities

    Essential

    • Coordinates product development activities for US and International markets to ensure successful launches
    • Manages technical information to assist with product registrations for all countries (Korea, Japan, Taiwan, Hong Kong, Australia, China, Malaysia,  Singapore, EU, Mexico, etc.)
    • Maintains specifications for all raw ingredients, formulations and components for all product categories
    • Coordinates with Chemists to prepare formulation specifications, and additional documentation required for VFL, Personal Care, Sei Bella, Ecosense, etc. product registrations for all countries
    • Maintains current records as well as historical archives for all product registrations for all domestic and International products
    • Prepares necessary documentation for Kosher & Halal product certifications

    Additional

    • Performs appropriate tests to demonstrate nutritional label claims and stability/shelf life testing with internal or external laboratories as needed
    • Assists with sensory and in home use tests of trial compositions, Melaleuca products and competitive products
    • Uses internal computer systems to record and analyze data, prepare graphs, reports and memos and communicate with coworkers in R&D and in other Melaleuca Departments
    • Prepares data summaries using appropriate mathematical and statistical tools available in Microsoft Excel and other computer applications
    • Represents R&D function in support of QA, Operations, Purchasing and Marketing activities
    • Obtains information and samples from Melaleuca suppliers
    • Performs and summarizes experimental designs incorporating multiple samples

    Qualifications

    • Good math skills (add, subtract, multiply, divide, etc.)
    • Ability to perform the essential duties and responsibilities with efficiency and accuracy
    • Proficient in PC applications including word processing (e.g. Microsoft Word), spreadsheet (e.g. Excel), database (e.g. Access/Accuterm) and web browsers
    • Good interpersonal skills
    • Ability to work independently
    • Communicate courteously and effectively via telephone (e.g. Telephone Etiquette)
    • Good written and verbal communication skills
    • Maintain enthusiasm under stress
    • Ability to lift a minimum of 25 lbs.

    Why Melaleuca

    Melaleuca is one of the leading Health and Wellness companies in the world. We manufacture and distribute nutritional, pharmaceutical, personal care, facial care, home hygiene, and other wellness products and distribute them directly to the consumer through a full-service catalog and Internet shopping system. We carefully craft products used every day with the highest standards of safety, health, and wellness in mind.

     

    This revolutionary system is changing the way hundreds of thousands of people shop by eliminating middlemen and reducing marketing and distribution costs. This enables the company to spend more on research and high-quality, ecologically-sensible ingredients, while maintaining reasonable prices.

     

    Great culture—Flexibility is a must in this position; you'll become a part of a fast-paced team dedicated to a feel-good lifestyle brand dedicated to changing lives. Like the rest of Melaleuca, we are proud to be part of a values-driven organization that treats employees with respect. Our employees and their families enjoy company parties and countless discounts around the community. We implement a very real open-door policy, and all employees are on a first name basis—it feels more like a family than a multi-national corporation.

     

    Excellent compensation—in addition to a competitive wage and bonus incentive program, we offer comprehensive benefits for our full-time employees that include all you would expect plus some remarkable surprises, such as a longevity bonus. Right here on-site, we provide a fitness center, free concierge service, and an employee restaurant.

  • 22 Days Ago

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Grants Management Specialist
  • US Department of Energy - Agency Wide
  • Idaho Falls, ID FULL_TIME
  • Duties This series covers positions managing, supervising, leading, and/or performing administrative and management work. Vacancies filled under this public notice may have varying levels of promotion...
  • 22 Days Ago

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Administrative and Management Specialist
  • US Department of Energy - Agency Wide
  • Idaho Falls, ID FULL_TIME
  • Duties This series covers positions managing, supervising, leading, and/or performing administrative and management work. Vacancies filled under this public notice may have varying levels of promotion...
  • 22 Days Ago

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Risk Management Specialist
  • MOUNTAIN VIEW HOSPITAL LLC
  • Idaho Falls, ID OTHER
  • Job Details Job Location: Energy Plaza - Idaho Falls, ID Position Type: Full Time Education Level: Associates Degree Salary Range: Undisclosed Travel Percentage: None Job Shift: Any Job Category: Heal...
  • 3 Days Ago

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Rangeland Management Specialist
  • US Forest Service
  • Idaho Falls, ID FULL_TIME
  • Duties Duties listed are at the GS9 full performance level and may include. Monitor, gather, analyze, interpret, and evaluate data to determine if land management, economic, and social goals and objec...
  • 13 Days Ago

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Future Opening: Experienced Top Hand
  • Larson Tower Specialist
  • Idaho Falls, ID FULL_TIME
  • Title: Telecommunications Tower Technician Level 3 (top hand)Location: Idaho We are seeking an experienced and highly skilled Telecommunications Tower Technician to join our team as a Level 3 technici...
  • 8 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Idaho Falls, ID area

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ID-Idaho Falls Comprehensive Retirement Planning Specialist
  • AMERICAN SENIOR BENEFITS LLC
  • Idaho Falls, ID
  • Overview: Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary sys...
  • 4/25/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Fort Hall, ID
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Idaho Falls, ID
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/24/2024 12:00:00 AM

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Branch Manager - *New Location* - Idaho Falls, ID
  • H&E Equipment Services
  • Idaho Falls, ID
  • Job Title: Branch Manager - Idaho Falls, ID Job Requisition: R0016235 Job Description: H&E Equipment Services?has an imm...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Idaho Falls, ID
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Idaho Falls, ID
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/23/2024 12:00:00 AM

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Quality Specialist-ID Falls, ID-Kiewit Nuclear Solutions
  • Kiewit
  • Idaho Falls, ID
  • Requisition ID: 171584 Job Level: Mid Level Home District/Group: Kiewit Nuclear Solutions Department: Quality Market: Nu...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Idaho Falls, ID
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Idaho Falls is the county seat of Bonneville County, Idaho, United States, and the state's largest city outside the Boise metropolitan area. As of the 2010 census, the population of Idaho Falls was 56,813 (2016 estimate: 60,211), with a metro population of 133,265. Idaho Falls serves as the commercial, cultural, and healthcare hub for eastern Idaho, as well as parts of western Wyoming and southern Montana. It is served by the Idaho Falls Regional Airport and is home to the College of Eastern Idaho, Museum of Idaho, and the Idaho Falls Chukars minor league baseball team. It is the principal c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$100,701 to $144,291
Idaho Falls, Idaho area prices
were up 2.5% from a year ago