Wealth Management Specialist, Sr. jobs in Lawton, OK
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
Knowledge Management Specialist
- People, Technology & Processes
-
Fort Sill, OK
FULL_TIME
-
Job Title: KM Specialist Job Location: Fort Sill, OK Salary: Competitive, Depends on Qualifications Clearance: SECRET Travel: Possible travel is anticipated
Purpose
People, Technology and Processes, LLC is seeking contractors to provide support to the TRADOC Enterprise KM Program. The goal of the TRADOC Enterprise KM Program is to create and implement the TRADOC KM strategy and improve organizational performance by establishing an environment and culture that efficiently shares knowledge, leverages data/content, and continuously innovates and improves work and business processes. The KM Program effectively harnesses the critical relationship between people, process, technology in the context of the organizational structure in creating, applying, organizing, and transferring know-how, experience, and expertise to support organizational learning and timely decision-making.
Required Education/Certifications:- Bachelor's degree (preferred)
- Possess business management experience and past performance in successfully in applying creative problem solving, design thinking, disruptive innovation, process management/design, benchmarking, Lean Six Sigma, Kaizen, rate of innovation, and related concepts, principles, and practices to a program of similar size and scope.
- Experience analyzing, innovating, and maintaining conventional office work systems/business processes using Microsoft Office and other authorized software solutions.
- Possess skills, knowledge and familiarity with Organizational Behavior, Organization Development or Organization Management
- Possess expertise in Individual and Organizational Change Management.
- Possess experience in applying performance management/ measurement, strategic planning, research, and analysis, change management, and behavioral science concepts, principles, and practices
About the company:
As a Service Disabled, Veteran Owned Small Business (SDVOSB) we are a provider of Information Technology (IT) professional services, software solutions and professional development training. Our core competencies evolved from leveraging IT enablers for knowledge management with an emphasis on Web Based Knowledge Portals and Portal Services, Server/System Services, SharePoint Development and System Administration and SQL Server Services. Our capabilities have expanded to include software development, technical training support and field support services.
Guiding Principles- Satisfy the customer - "Exceed expectations"
- Set the Example - "Be out front"
- Be Responsive - "Timing is everything"
- Persevere - "Find a way"
PTP offers a comprehensive benefits program:- Medical insurance
- Dental insurance
- Vision insurance
- Supplemental benefits (Short Term Disability, Cancer & Accident).
- Employer-sponsored Basic Life & AD&D Insurance
- Employer-sponsored Value Adds – FreshBenies
- 401(k) with matching
- 11 Paid Holidays
- 120 hours PTO accrual per year
- 7 Days Ago
Referral Management Office Specialist - RMO
- Comanche County Hospital Authority
-
Lawton, OK
FULL_TIME
- DEFINITION: The Referral Management Office (RMO) Specialist performs a variety of tasks that requires basic knowledge of systems and procedures. Under the direction of the immediate supervisor, the po...
- 26 Days Ago
Data Management and ERSEA Specialist, Comanche County
- CROSSROADS YOUTH AND FAMILY SERVICES INC
-
Lawton, OK
OTHER
- Job Details Job Location: Education Engine Head Start/ Early Head Start - Lawton, OK Salary Range: $16.71 - $24.74 Hourly Data Management and ERSEA SpecialistCrossroads Youth & Family Services, Inc. i...
- 3 Days Ago
Clinical Documentation Improvement Specialist - Care Management
- Comanche County Hospital Authority
-
Lawton, OK
FULL_TIME
- DEFINITION: Is responsible for improving the overall quality and completeness of clinical documentation. Facilitates modifications to clinical documentation through extensive concurrent interaction wi...
- 1 Month Ago
Management
- Burger King
-
Ardmore, OK
FULL_TIME
- BURGER KING General, Assistant and Shift Manager Position Description Do you possess great customer service, leadership and team spirit and are looking for an opportunity to showcase your talent? We w...
- 1 Month Ago
Case Management Director
- Clinical Management Consultants
-
Cache, OK
FULL_TIME
- A rewarding opportunity is available to an experienced Case Management Director in Southern Oklahoma! This outstanding team is actively seeking this person to join their highly regarded healthcare org...
- 18 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Lawton, OK area
Personal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma
- Magellan Health, Inc.
-
Fort Sill, OK
- This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such...
- 4/24/2024 12:00:00 AM
Assistant Branch Manager & Management Hire
- Under Armour
-
Burkburnett, TX
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/24/2024 12:00:00 AM
Continuous Improvement Operator
- Kimberly Clark
-
Lawton, OK
- Worker Type Employee Worker Sub-Type Regular Time Type Full time
- 4/24/2024 12:00:00 AM
Carpenter Worker (FT)
- IKEA
-
Lawton, OK
- Responsibilities Youll help enhance the in-store customer experience by creating a strong visual impression in line with...
- 4/24/2024 12:00:00 AM
Ground Operations Crew Member
- JetBlue
-
Lawton, OK
- JetBlue is seeking Part-Time Ground Operations Crew to step onboard and join a team working towards the ultimate mission...
- 4/24/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Roster
- Department Of The Treasury
-
Lawton, OK
- 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
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Lawton, OK
- 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
Branch Office Administrator
- Edward Jones
-
Chickasha, OK
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/15/2024 12:00:00 AM
About Lawton, Oklahoma
Lawton is the fifth largest city in Oklahoma, located at 34°36′16″N 98°23′45″W / 34.60444°N 98.39583°W / 34.60444; -98.39583 (34.604444 N, 98.395833 W). The city has a total area of 75.1 sq mi (195 km2), all land. Lawton is located approximately 84 mi (135 km) southwest of Oklahoma City. Other surrounding cities include Wichita Falls about 47 mi (76 km) to the south, Duncan about 33 mi (53 km) to the east, and Altus about 56 mi (90 km) to the west.
Lawton lies in an area typical of the Great Plains, with prairie, few trees, and flat topography with gently rolling hills. The region north of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$94,275 to $135,084
Lawton, Oklahoma area prices
were up 1.2% from a year ago
were up 1.2% from a year ago