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)
Miller Management is hiring a part-time payroll specialist to service our ever-growing non-profit client base. The ideal candidate will be a detail-oriented problem solver with great customer service skills and a heart for serving others. Our mission is to provide Expertise that brings Clarity to finances enabling leadership to have Confidence in decision making.
Primary Job Responsibilities include but are not limited to:
Required Qualifications:
Preferred Qualifications:
This is a part-time, non-exempt position, with a schedule of 28 hours weekly on average. Once fully trained, this person will work Monday-Thursday, with varied times each day/week due to variable schedules of workload.
Compensation is based on education and experience. In addition to excellent work-life balance and a family-like culture, our benefit offerings for part-time staff include voluntary dental, vision, life insurance, retirement matching, and paid time off.
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0 Wealth Management Specialist, Sr. jobs found in Springfield, MO area