Wealth Management Specialist, Sr. jobs in Shreveport, LA
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
Wealth Management Assistant
- Farmers Bank & Trust
-
Magnolia, AR
FULL_TIME
-
Description/Job SummaryProvides support to the incumbents manager as well as any other Wealth Management Advisors within the organization.Responsibilities/Duties1. Aids officers with administrative responsibilities, such as answering phones, filing and preparation of documents. This duty is performed daily.2. Assists in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities. This duty is performed daily.3. Helps manage relationships with customers on behalf of the manager and other advisors. This duty is performed daily.4. Helps resolve issues and concerns of the customers with input from the manager and other advisors. This duty is performed daily.5. Greets customers or visitors, provides assistance within delegated authority or refers them to appropriate staff members. This duty is performed daily.6. Processes incoming mail. This duty is performed daily.7. Report copier and/or maintenance issues to appropriate person; order and restock supplies; prepare and send outgoing FedEx deliveries. This duty is performed annually.8. Will have sales authority limits for annuities. This duty is performed daily.9. Perform any other related duties as required or assignedRequired QualificationsBroad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, or equivalent combination of education and experience.REQUIRED CERTIFICATES, LICENSES, REGISTRATIONSInsurance License for Annuity Sales within the first 6 months.
- 16 Days Ago
Echo/Vascular Technician
- Advanced Cardiovascular Specialist
-
Bronson, TX
FULL_TIME
- Echo/Vascular Technician Position: Requires considerable technical ability, experience and judgement to perform cardiovascular ultrasound and evaluate the quality of data for Cardiologist interpretati...
- 1 Day Ago
ACT Substance Abuse Specialist
- Seedlinks Behavior Management, LLC
-
Shreveport, LA
FULL_TIME
- Brief Summary: The Substance Abuse Specialist leads the team’s integrated dual disorder treatment (IDDT). We are looking for a clinician with extensive experience working with adults with serious ment...
- Just Posted
ACT Peer Support Specialist
- Seedlinks Behavior Management, LLC
-
Shreveport, LA
FULL_TIME
- Job Title: PEER SUPPORT SPECIALIST Under supervision, the PSS provides direct service to consumers, family members and other support persons; works collaboratively with clinical staff and adjunct prov...
- 2 Days Ago
ACT Employment Specialist
- Seedlinks Behavior Management, LLC
-
Shreveport, LA
FULL_TIME
- Brief Summary : They assist clients with training for, seeking, finding, and keeping viable jobs, both paid and volunteer along with helping clients find safe and affordable housing. This Employment/H...
- 8 Days Ago
Regional CaseMix Specialist
- Nexion Health Management
-
Bossier, LA
FULL_TIME
- Nexion affiliates operate 56 skilled nursing and rehabilitation as well as assisted living facilities in Louisiana, Mississippi and Texas. Each of our affiliate skilled nursing and assisted living cam...
- 10 Days Ago
Filters
- Current Active Filter
- Shreveport, LA
Clear All
- 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 Shreveport, LA area
Supervisory Internal Revenue Agent- Team Manager (Examiner), 12-month Roster
- Department Of The Treasury
-
Shreveport, LA
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
- 4/24/2024 12:00:00 AM
Supervisory Internal Revenue Agent (12 month roster) AMENDED
- Department Of The Treasury
-
Shreveport, LA
- Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
- 4/24/2024 12:00:00 AM
Supervisory Internal Revenue Agent 12 month Roster
- Department Of The Treasury
-
Shreveport, LA
- Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
- 4/24/2024 12:00:00 AM
Supervisory Internal Revenue Agent- Team Manager (Examiner), 12-month Roster
- Department Of The Treasury
-
Shreveport, LA
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
- 4/24/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
-
Shreveport, LA
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/23/2024 12:00:00 AM
Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
- Department Of The Treasury
-
Shreveport, LA
- Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
- 4/23/2024 12:00:00 AM
Remote Insurance Specialist
- The Sudhoff Agency
-
Shreveport, LA
- Company Overview: Join a dynamic team with a commitment to protecting families and individuals. We strive to offer tailo...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
- Department Of The Treasury
-
Shreveport, LA
- Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
- 4/22/2024 12:00:00 AM
About Shreveport, Louisiana
Shreveport is located in Northwest Louisiana. It is the center of the Ark-La-Tex region where Arkansas, Louisiana, and Texas meet. It is also part of the I-20 Cyber Corridor linking the tech-centered Dallas-Fort Worth, Shreveport-Bossier, Greater Monroe, and Greater Atlanta metropolitan areas together. The city of Shreveport is 188 miles from Dallas, 98 miles from Tyler, and 41 miles from Marshall, Texas; 215 miles from Little Rock and 73 miles from Texarkana, Arkansas; and 250 miles from the state capital of Baton Rouge, 99 miles from Monroe, 69 miles from Ruston, and 30 miles from Minden, Lo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$101,587 to $145,561
Shreveport, Louisiana area prices
were up 1.2% from a year ago
were up 1.2% from a year ago