Wealth Management Specialist, Sr. jobs in Olympia, WA

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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Lawn Specialist - Earn $13-$22/Hour + Benefits
  • TruGreen - Lawn Specialist
  • Olympia, WA FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!
    Earn Up to $22.00 per Hour - Comprehensive Benefits

    At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new opportunities to learn and take pride in your work. #BeTruGreen and find yourself with a satisfying and rewarding career!

    Benefits:

    • Earn $13.00 - $22.00 per hour
    • Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying specialists meeting performance expectations
    • A job that keeps it interesting—no two days are alike, and you get to work outside instead of inside a stuffy office
    • Awesome teammates who are dedicated to our values, customers, lawn science, and YOU!
    • Affordable medical and prescription drug plans
    • Financial health resources, including 401k
    • Training & Development
    • Paid Time Off/Sick Leave

    Job Description:
    You are a TruGreen ambassador, responsible for creating positive relationships between our customers and our products. You help our customers live life outside.

    • Administer timely lawn applications
    • Diagnose and correct customer problems through service calls and other communications
    • Recommend and sell products and service information to new and existing customers, resulting in the growth of our customer base
    • Complete production reports, new sales forms, customer invoice forms, daily vehicle inspection reports, and cancel/skip notices

    About TruGreen:
    As America’s number one lawn care company, TruGreen is dedicated to using our science-based expertise and local experience to create beautiful, healthy properties across the nation. Through our lawn and tree & shrub services, we help improve the health and beauty of outdoor spaces everywhere, so people can live life outside.

    Requirements:

    • The ability to speak, read, and write fluently in English is required
    • You MUST BE physically located in the United States while performing this job
    • All positions require a valid driver’s license and some may require appropriate state/local licensing

    We are an Equal Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Individuals with Disabilities.


    About the Company:
    TruGreen - Lawn Specialist



  • 11 Days Ago

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Fulfillment Specialist
  • Zen Asset Management
  • Tumwater, WA FULL_TIME
  • ZAM is looking for a Fulfillment Specialist to work in roles like Conversion & Packaging and Order Fulfillment! Who is ZAM? We are the people behind the Artizen brand.As a Fulfillment Specialist, your...
  • 5 Days Ago

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Fulfillment Specialist
  • Zen Asset Management
  • Tumwater, WA FULL_TIME
  • ZAM is looking for a Fulfillment Specialist to work in roles like Conversion & Packaging and Order Fulfillment! Who is ZAM? We are the people behind the Artizen brand.As a Fulfillment Specialist, your...
  • 5 Days Ago

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Financial Advisor
  • Atria Wealth Solutions
  • Shelton, WA FULL_TIME
  • Peninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around...
  • 1 Month Ago

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Patient Services Specialist
  • American Oncology Management Company
  • Olympia, WA FULL_TIME
  • Location:Vista Lilly OfficePay Range:$18.09 - $30.14Position Summary:The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, coll...
  • 4 Days Ago

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Patient Services Specialist
  • American Oncology Management Company
  • Olympia, WA FULL_TIME
  • Location:Vista Lilly OfficePay Range:$18.09 - $30.14Position Summary:The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, coll...
  • 4 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Olympia, WA area

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Experienced Financial Advisor
  • Prudential Financial
  • Olympia, WA
  • We are looking for Experienced Advisors to join our Team at the Pacific NW Financial Group!You've built a successful pra...
  • 4/22/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Olympia, WA
  • Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by ...
  • 4/22/2024 12:00:00 AM

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Manager, International Accounting and External Reporting
  • Cardinal Health
  • Olympia, WA
  • **_What International Accounting and External Reporting contributes to Cardinal Health_**This role oversees US GAAP acco...
  • 4/22/2024 12:00:00 AM

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Financial Analyst
  • State Of Washington
  • Olympia, WA
  • Please Note: Based on the compensation range we are advertising the starting salary offer will be determined based on th...
  • 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
  • Olympia, WA
  • 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

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Remote Regulatory Compliance Analyst (Insurance Industry)
  • National General Insurance
  • Olympia, WA
  • Job Description Position/Title: Remote Regulatory Compliance Analyst (Insurance Industry) ** NOTES: Ideal candidate will...
  • 4/22/2024 12:00:00 AM

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Senior Financial Analyst
  • Infoblox
  • Tacoma, WA
  • Description It's an exciting time to be at Infoblox. Named a Top 25 Cyber Security Company by The Software Report and on...
  • 4/21/2024 12:00:00 AM

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Account Executive - Remote
  • USHEALTH - Pacific (SCH-VR)
  • Olympia, WA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/20/2024 12:00:00 AM

Olympia is the capital of the U.S. state of Washington and the county seat of Thurston County. European settlers claimed the area in 1846, with the Treaty of Medicine Creek initiated in 1854, and the Treaty of Olympia initiated in January 1856. Olympia was incorporated as a town on January 28, 1859, and as a City in 1882. The population was 46,479 as of the 2010 census, making it the 24th largest city in the state. The city borders Lacey to the east and Tumwater to the south. Olympia is a cultural center of the southern Puget Sound region. Olympia is located 60 miles (100 km) southwest of Seat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$116,321 to $166,673
Olympia, Washington area prices
were up 2.9% from a year ago