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)
Position Summary: The Wealth Management Receptionist serves as the initial contact for greeting customers via telephone calls and office visits for the Wealth Management Division. This professional answers questions, transfers calls to appropriate individuals and bank departments. They also efficiently process mail and assists others with various departmental needs. Requires pleasant professional customer service skills and focus on detail.
Part-Time (30 hours), Monday - Friday 8:30 AM - 3:30 PM
Essential Functions:
Working Environment:
Sedentary work lifting – occasionally lifting and carrying up to 25 pounds.
Indoor work-not exposed to outdoor elements or hazards.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled
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