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)
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:
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.
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:
We are an Equal Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Individuals with Disabilities.
About the Company:
TruGreen - Lawn Specialist
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0 Wealth Management Specialist, Sr. jobs found in Olympia, WA area