Wealth Management Specialist, Sr. jobs in Pueblo, CO
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
Health Information Management Specialist: Starting Pay Range: $15.47 - $17.29 an hour
Pueblo Community Health Center offers a flexible benefits program to full-time and part-time employees working 20 hours or more per week.
Benefit opportunities presently available to employees are listed below:
Medical Insurance
Dental Insurance
Vision Insurance
Long-Term Disability Insurance
Short-Term Disability Insurance
Life Insurance
403(b) Tax-Sheltered Annuity Plan
Cafeteria 125 Flexible Spending Account
In addition to the benefits available for purchase through the Cafeteria 125 plan, Pueblo Community Health Center offers supplemental insurances and generous paid time off benefits including holidays and personal time off (PTO). The organization also contributes to the employee’s tax-sheltered annuity plan after one year of service.
Initiate, maintain, process, distribute and file electronic and paper patient health records.
Reports to:
Operations Manager
Supervision Exercised:
None
Education/Experience/License/Certification:
High School Degree or equivalent
Experience in filing of patient records in medical setting preferred.
Valid driver’s license and auto insurance as required by law.
Required Travel:
Occasional travel may be required including day-to-day local travel.
Knowledge/Skills/Abilities:
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Basic working knowledge of computer, scanners, copy machine, and keyboarding skills.
Essential to have ability to understand verbal information/instruction, to exchange verbal information with others, ability to present information verbally.
Essential to have ability to read and understand written materials and ability to compose information/instruction in written form.
Essential to have ability to memorize.
Essential to have analytical and problem-solving skills.
Essential to have ability to utilize alphabetical and numerical filing system.
Helpful to have mathematical reasoning.
Essential Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ensure the function and activities of this department to embrace the philosophy, mission, values and Communicate with Heart service model supported by the Board of Directors of Pueblo Community Health Center, Inc.
Adhere to the guidelines and procedures of Pueblo Community Health Center, Inc.
Electronically file all patient information into the NextGen Image Control System (ICS) and Electronic Medical Record (EMR).
Scan and file all documents received thru mail, electronic format, or other hard copy patient reports/results and information into ICS/EMR.
File faxed patient reports/results and information into the ICS/EMR. Other documents received thru the fax that are not patient related will be forwarded via e-mail to the person the documentation was intended for.
Conduct audit systems daily to ensure documents are filed correctly in correct categories/with the correct patients in ICS/EMR.
Report and follow-up on all computer problems within ICS/EMR with the Operations Manager immediately.
Assist Operations Manager in preparing/compiling data/charts for required department, billing and quality chart audits.
Maintain patient confidentiality.
Be a team member, participate in ongoing evaluations of systems, and effectively communicate with all department members.
Attend mandatory department meetings and in-service trainings.
Adhere to PCHC’s HIPAA policies and procedures.
Must be available to provide coverage for night clinic when needed.
Deliver briefcases, outgoing and inter office mail and supplies to PCHC facilities as directed.
Assist patients with patient portal needs.
Coordinate and prepare year purge with Manager and Lead.
Perform other related duties as assigned.
The above duties are not all inclusive and are not intended to limit or define the duties that may be assigned.
Physical Demands:
The physical demands described here are representative of those that are typically required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee frequently communicates with employees and the public while performing routine office tasks and must be able to exchange accurate information.
The employee frequently retrieves and disseminates information using written materials and electronic devices.
The employee frequently observes, receives and otherwise obtains information from all relevant sources and identifies information by categorizing, recognizing differences or similarities, and detecting changes in circumstances or events.
The employee occasionally operates computers and other office productivity equipment.
The employee occasionally remains in a stationary position while performing routine office tasks.
The employee frequently moves about the office; and positions self while performing routine office duties such as accessing files and operating equipment.
The employee frequently moves or positions objects weighing up to 25 pounds while performing routine office duties such as opening file drawers, moving patient files, etc.
Company's website:
www.pueblochc.org
Closing Date: Open until filled.
Pueblo Community Health Center is a tobacco and drug-free workplace. EOE
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Pueblo /ˈpwɛbloʊ/ is a home rule municipality that is the county seat and the most populous city of Pueblo County, Colorado, United States. The population was 106,595 in 2010 census, making it the 267th most populous city in the United States and the 9th largest in Colorado. Pueblo is the heart of the Pueblo Metropolitan Statistical Area, totaling over 160,000 people and an important part of the Front Range Urban Corridor. As of 2014, Pueblo is the primary city of the Pueblo–Cañon City combined statistical area (CSA) totaling approximately 208,000 people, making it the 134th largest in the nat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$107,237 to $153,657
Pueblo, Colorado area prices were up 2.3% from a year ago