Wealth Management Specialist, Sr. jobs in Macon, GA

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)

A
Sr. Manager DC Warehouse Management Systems
  • Academy Sports + Outdoors
  • Jeffersonville, GA FULL_TIME
  • Come work at a place where we take pride in creating a workplace environment that values hard work, commitment, and growth.

    Click the link below to find out more details about the specific departments within each distribution center!

    Distribution Center Information Sheet

    Job Description:

    Education:

    • Bachelor's degree in relevant field of study or equivalent years of related work experience required.
    • Bachelor's degree in either Information Systems or Logistics preferred.

    Work Experiences:

    • 4 years of experience configuring and maintaining rules based Warehouse Management Systems (WMS) required
    • 4 years of experience in a distribution or warehousing environment required
    • 4 years of managerial experience required

    Skills:

    • Demonstrated leadership and strategic planning skills.
    • Excellent oral, written, and listening communication skills.
    • Strong attention to detail.
    • Possess the desire and ability to quickly achieve and maintain a thorough understanding of Academy's WMS.
    • Possess the desire and ability to quickly achieve and maintain a working knowledge of all other systems used within the Distribution Center (DC).
    • Ability to train and assist WMS Managers in the setup and capabilities of the WMS and associated systems and peripherals.

    Responsibilities:

    • Serves as liaison between IT and all personnel on DC site.
    • Responsible for monitoring, evaluating, and maintaining the overall performance of the WMS and Radio Frequency (RF) network.
    • Analyzes and adjusts WMS strategies in partnership with DC Operations to ensure efficient flows of merchandise.
    • Manages the proper tracking of systems related equipment and devices.
    • Justifies and communicates any DC requests for new hardware or requests for software changes to facility Director of Distribution. If approved by Director, serves as the DC's primary liaison to the proper channel(s) in facilitating the requests.
    • Assists with maintenance, upgrades, and replacements of PC's.
    • Manages department expenses and budgets. Plans and submits annual budget requests for approval.
    • Manages hourly and salaried staff, reviews their performance.
    • Identifies cost-effective solutions to operational challenges.
    • Temporarily fulfills DC Operations Manager role, as needed.
    • Maintain internal control documentation, effectively perform assigned internal controls, remediate internal control exceptions, and response to internal and external audit requests
    • Responsibilities may change; team member may be required to perform other duties as assigned

    Physical Requirements & Attendance

    • Acceptable level of hearing and vision to perform job duties
    • Ability to work weekends, holidays, evenings, as needed to support DC off shift operations.
    • Operate effectively in a non-climate controlled environment
    • On-call status 24hrs/day to support Distribution Center operations
    • Adhere to company work hours, policies, procedures and safety rules governing professional staff behavior

    Full time

    Equal Opportunity Employer

    Academy is an Equal Opportunity Employer and does not discriminate with regard to employment opportunities or practices on the basis of race, religion, national origin, sex, age, disability, gender identity, sexual orientation, or any other category protected by law.

     

  • 1 Month Ago

A
Sr. Manager DC Warehouse Management Systems
  • Academy Sports
  • Jeffersonville, GA FULL_TIME
  • Come work at a place where we take pride in creating a workplace environment that values hard work, commitment, and growth. Click the link below to find out more details about the specific departments...
  • 1 Month Ago

S
Chronic Care Management Specialist
  • Southeast Medical Group P.C.
  • Macon, GA FULL_TIME
  • DescriptionIs it your passion to help patients improve their health and manage their chronic conditions? As our practice continues to grow, we have a need for additional staff to engage our complex pa...
  • 15 Days Ago

S
Chronic Care Management Specialist
  • Southeast Medical Group
  • Macon, GA FULL_TIME
  • DescriptionIs it your passion to help patients improve their health and manage their chronic conditions? As our practice continues to grow, we have a need for additional staff to engage our complex pa...
  • 1 Month Ago

P
Knowledge Management Specialist
  • People, Technology & Processes
  • Gordon, GA FULL_TIME
  • Job Title: KM Specialist Job Location: Fort Gordon, GA Salary: Competitive, Depends on Qualifications Clearance: SECRET Travel: Possible travel is anticipated Purpose People, Technology and Processes,...
  • 29 Days Ago

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Material Management Specialist- Journeyman
  • NANA Regional Corporation
  • Warner, GA OTHER
  • Work Where it Matters RiverTech, an Akima company, is not just another federal professional solutions contractor. As an Alaska Native Corporation (ANC), our mission and purpose extend beyond our excit...
  • 1 Month Ago

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0 Wealth Management Specialist, Sr. jobs found in Macon, GA area

Macon (/ˈmeɪkən/), officially Macon–Bibb County, is a consolidated city-county located in the state of Georgia, United States. Macon lies near the geographic center of the state, approximately 85 miles (137 km) south of Atlanta, hence the city's nickname "The Heart of Georgia." Located near the fall line of the Ocmulgee River, Macon is the county seat of Bibb County and had a 2017 estimated population of 152,663. Macon is the principal city of the Macon metropolitan area, which had an estimated population of 228,914 in 2017. Macon is also the largest city in the Macon–Warner Robins Combined St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$99,593 to $142,704
Macon, Georgia area prices
were up 1.5% from a year ago