Wealth Management Specialist, Sr. jobs in Reno, NV
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
Construction Superintendent
- SR Construction, Inc.
-
Reno, NV
FULL_TIME
-
Are you an analytical, fact-based, no-nonsense problem solver?Are you great at seeing big picture objectives and instinctually knowing the fastest route to get there?Are you quality-driven, but outcomes-focused?Do you want to work in an entrepreneurial environment where your work will make a real impact?
If so, as a Project Superintendent at SR Construction, you will drive operational excellence in the day-to-day of our multi-million dollar construction projects. You will be responsible to help us deliver on spec, on time, on budget projects that exceed client expectations. If you’re a talented superintendent who is comfortable with the buck stopping with you, we will provide you support and backup but not micromanagement. This is a role for a true construction leader who wants to drive his/her own future at a company that empowers leadership and growth. This isn’t a position for the faint at heart, but for a smart, hard-working, and operationally focused person who wants big opportunity and responsibility.
Specifically, you will:
Work Procurement:- Participate in the marketing effort by making contacts, maintaining a network of possible clients and project leads.
- Participate in proposal preparations, interview presentations, and constructability processes.
- Participate in determining sequence activity duration on schedules for proposed projects.
- Looks for project leads.
Client Loyalty:- Understand and communicate to all field personnel the owner’s goals regarding construction.
- Maintains positive relationships with the Owners, Architects, Program Managers, and Inspectors throughout the project(s).
Pre-Construction:- Provide technical expertise throughout the Pre-Construction process.
- Participate in the Constructability Review and Value Engineering suggestions.
- Develop site logistics plan.
- Team approach in the development and management of the Pre-Construction Schedule with Project Manager.
Safety:- Ensure job safety requirements are understood and implemented by all project personnel and Sub-Contractors while working with the safety support personnel as a resource. Continually strives for zero injuries on all projects.
- Be a part of on-site safety meetings.
- Report Jobsite incidents/accidents in a timely manner.
- Watch for and correct all safety hazards at the Jobsite. Report all safety incidents to safety personnel.
Planning:- Review the plans, mock-up details, and specifications for constructability, water intrusion and advise the project team of issues or deficiencies prior to installation of work.
- Participate in the BIM coordination by using prior construction knowledge.
- Understand project estimate and budget setup.
- Understand sub-contractor and supplier contract scopes and participate in a buyout.
- Assist in quantity takeoff and pricing estimates.
- Prepare, manage, and update the detailed project schedule with quantities, sequence, and activity duration including procurement items with the project team.
- Establish the punch list process and close-out procedures with the Project Manager, Owner, and Architect.
- Schedules and procures tools, materials, and equipment necessary for the project.
- Ability to layout with a total station, GPS, and tape measure and verify Sub-Contractor’s layout.
- Mentor and train other employees as necessary.
Qualified candidates will have proven experience in:- Have experience with Lean Construction and Pull Planning.
- High School and completion of Vocational School a plus, College Degree preferred.
- Valid driver’s license and meet company’s auto insurability requirements.
- Minimum of five years related experience or the equivalent role (Commercial, Hospitality, and Healthcare construction experience preferred.
- 23 Days Ago
Medical Management Resolution Specialist
- Prominence Health
-
Reno, NV
FULL_TIME
- Responsibilities: Job Summary: The Medical Management Resolution Specialist (non-clinical staff) is responsible for monitoring the daily operations with the Medical Management Department, ensuring com...
- 2 Days Ago
Configuration Management Specialist
- Integral Federal, Inc
-
Reno, NV
FULL_TIME
- Configuration Management Specialist Job Locations US-NV-Reno # of Openings 1 Category Information Technology Clearance Top Secret/SCI Clearance Status Active Overview Configuration Management Speciali...
- 2 Months Ago
Configuration Management Specialist
- Integral
-
Reno, NV
FULL_TIME
- Overview Configuration Management Specialist Location: Reno-Tahoe International Airport, Reno, NV Clearance: TS/SCI The Configuration Management Specialist will provide Configuration Management (CM) s...
- 2 Months Ago
Sr. Diagnostic Specialist - Reno, NV
- Rivian
-
Sparks, NV
FULL_TIME
- About RivianRivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. A...
- Just Posted
Configuration Management Specialist - Secret Clearance
- AMERICAN SYSTEMS
-
Fallon, NV
FULL_TIME
- Job Title / Level Configuration Management Specialist - Secret Clearance Clearance Required? Secret Location: FALLON, NV 89496 USLittle Creek, VA 23518 USNorfolk, VA 23511 USSan Diego, CA 92108 US (Pr...
- 3 Days Ago
Filters
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Wealth Management Specialist, Sr. jobs found in Reno, NV area
Trust Officer - Reno
- San Pasqual Fiduciary Trust Company
-
Reno, NV
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 5/7/2024 12:00:00 AM
Financial Analyst
- Sierra Executive Solutions Inc
-
Reno, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a manufacturing/distribution lithium ba...
- 5/6/2024 12:00:00 AM
Senior Trust Officer - Reno
- San Pasqual Fiduciary Trust Company
-
Reno, NV
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
- 5/6/2024 12:00:00 AM
Sr Specialist, Quality Interventions/QI Compliance (Remote in Nevada)
- Molina Healthcare
-
Reno, NV
- JOB DESCRIPTION Job Summary Molina's Quality Improvement function oversees, plans, and implements new and existing healt...
- 5/6/2024 12:00:00 AM
Sr Specialist, Quality Interventions/QI Compliance (Remote in NV)
- Molina Healthcare
-
Reno, NV
- JOB DESCRIPTION Job Summary Molina's Quality Improvement function oversees, plans, and implements new and existing healt...
- 5/6/2024 12:00:00 AM
Risk Analyst
- Russell Tobin
-
Reno, NV
- Job Description Job Description Our client, a leading global Fintech company, is seeking a Risk Analyst. Apply today for...
- 5/6/2024 12:00:00 AM
Construction Compliance Investigator
- Nevada State Contractors Board
-
Reno, NV
- Nevada State Contractors Board Compliance Investigator Reno, Nevada The Nevada State Contractors Board is seeking a qual...
- 5/5/2024 12:00:00 AM
Remote - Recruitment Specialist
- Life Balance Transition
-
Carson City, NV
- "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
- 5/3/2024 12:00:00 AM
About Reno, Nevada
Reno (/ˈriːnoʊ/ REE-noh) is a city in the U.S. state of Nevada, located in the northwestern part of the state, approximately 22 miles (35 km) from Lake Tahoe. Known as "The Biggest Little City in the World", Reno is known for its casino industry. It is the county seat of Washoe County. The city sits in a high desert at the foot of the Sierra Nevada and its downtown area (along with Sparks) occupies a valley informally known as the Truckee Meadows. The city is named after Union Major General Jesse L. Reno, who was killed in action at the Battle of South Mountain on Fox's Gap.
Reno, with an esti...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$111,637 to $159,960
Reno, Nevada area prices
were up 2.5% from a year ago
were up 2.5% from a year ago