Wealth Management Specialist, Sr. jobs in Summerville, SC
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
- Apollon Wealth Management
-
Pleasant, SC
FULL_TIME
-
Administrative Associate
Reports to: Director of Practice Management
Status: Exempt
Apollon Wealth Management is looking for a driven Administrative Associate to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization.
Responsibilities:- Coordinate and schedule meetings, video conferences, calls, and important events with prospects, existing clients, COIs, and internal stakeholders.
- Act as the primary point of contact for clients, managing their inquiries and directing them to the appropriate resources within Apollon. Schedule onboarding planning meetings with the planning department and paramedical exams.
- Oversee the client review meeting schedule and facilitate necessary arrangements.
- Manage travel arrangements and reservations.
- Maintain and update client and prospect data in Practifi. Collect and manage data from clients and prospects, ensuring accuracy and completeness.
- Generate and maintain tracking reports for new business data.
- Handle invoices and expense reporting efficiently.
- Handle mailing correspondence and packages promptly.
- Organize and maintain Zocks meeting data.
- Streamline email communication, including decluttering inboxes, responding to messages, and drafting autoresponder content.
- Schedule and manage posts of Apollon content and facilitate new connections.
Minimum Qualifications:
- Minimum of three years of experience as an Administrative Associate.
- Bachelors degree.
- Proficiency in Microsoft Office (Outlook, PowerPoint, Word, and Excel), Salesforce, Docusign, and Calendly.
- Extremely detail-oriented with the ability to work at a fast pace. Excellent phone etiquette. Strong cultural fit within the organization.
- Preferred prior experience in Wealth Management, but not required.
- 1 Month Ago
- Apollon Wealth Management
-
Charleston, SC
FULL_TIME
- Client Service Associate Reports to: Client Service Manager Status: ExemptWe are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our est...
- 28 Days Ago
- Apollon Wealth Management
-
Mount Pleasant, SC
FULL_TIME
- Job Description Job Description Client Service Associate Reports to : Client Service Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed weal...
- 1 Month Ago
- Apollon Wealth Management
-
Mount Pleasant, SC
FULL_TIME
- Relationship Manager Reports to: Director of Practice Management Status: Exempt Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our idea...
- 1 Month Ago
- Apollon Wealth Management
-
Pleasant, SC
FULL_TIME
- Client Service Associate Reports to: Client Service Manager Status: ExemptWe are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candi...
- 1 Month Ago
- Apollon Wealth Management
-
Pleasant, SC
FULL_TIME
- Relationship ManagerReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal ...
- 1 Month Ago
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0 Wealth Management Specialist, Sr. jobs found in Summerville, SC area
- Department Of The Treasury
-
North Charleston, SC
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/26/2024 12:00:00 AM
- Advisors South Carolina (BUL-CH)
-
Charleston, SC
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/25/2024 12:00:00 AM
- USHA - Charleston (BUL-CH)
-
Charleston, SC
- Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
- 4/25/2024 12:00:00 AM
- Hub International
-
North Charleston, SC
- ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits bro...
- 4/24/2024 12:00:00 AM
- Charleston Division (BUL-CH)
-
North Charleston, SC
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/23/2024 12:00:00 AM
- The Sudhoff Agency
-
Charleston, SC
- 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
About Summerville, South Carolina
were up 1.5% from a year ago