Wealth Management Specialist, Sr. jobs in Utica, NY

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)

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Configuration Management Specialist
  • CACI
  • Rome, NY FULL_TIME
  • Configuration Management Specialist

    Job Category: Engineering and Technical Support

    Time Type: Full time

    Minimum Clearance Required to Start: Top Secret

    Employee Type: Regular

    Percentage of Travel Required: None

    Type of Travel: None

    * * *

    CACI is seeking a Configuration manager analyst in Rome, NY


    What You’ll Get to Do:

    • Provides configuration management planning and tracking implement data management, contract data requirements to include scheduling all submittals, providing status for program integrated teams, preparing metric status charts as required, track software and hardware baseline versions, problem reports, deliveries to field, licenses, and tools.
    • Assures 100% traceability, repeatability, and accountability for configuration items. Oversees configuration identification, change control, configuration status accounting, and configuration audits.
    • Regulates the change process so that only approved and validated changes are incorporated into product documents and related software. Maintains configuration management for DOD development, tools, etc.
    • Applies extensive technical expertise, and has full knowledge of other related disciplines. Develop technical solutions to problems which require the regular use of ingenuity and creativity.
    • Must be able to work across distinct but overlapping projects. Good communication skills to effectively work with multiple teams and customers in multiple geographic locations.



    You’ll Bring These Qualifications:

    • Bachelor s in computer science or related discipline and 8 years of DOD configuration management experience.
    • Top secret clearance is required
    • IAM/IAT/IASE Level II certification will be required.




    What We Can Offer You:

    - We’ve been named a Best Place to Work by the Washington Post.

    - Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives.

    - We offer competitive benefits and learning and development opportunities.

    - We are mission-oriented and ever vigilant in aligning our solutions with the nation’s highest priorities.

    - For over 60 years, the principles of CACI’s unique, character-based culture have been the driving force behind our success.

    Company Overview:

    CACI is an Equal Opportunity/Affirmative Action Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

    Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here

    The proposed salary range for this position is:

    $53,200 - $111,600

  • 22 Days Ago

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Installation Management Specialist
  • Field Operating Offices of the Office of the Secretary of the Army
  • Hamilton, NY FULL_TIME
  • About the Position: The Army Fellows Program provides an exciting opportunity to embark on a developmental, accelerated career path as an Army Civilian including continued training and educational opp...
  • 12 Days Ago

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Funds Management Specialist
  • Inpay
  • Copenhagen, NY FULL_TIME
  • Are you living in Copenhagen and looking to join a dynamic, international company who is changing the world of finance?If you enjoy working with numbers and currencies, manging funds and payments, and...
  • 13 Days Ago

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Accounts Receivable Specialist
  • Elemental Management Group
  • Waterville, NY FULL_TIME
  • COME JOIN A GREAT TEAM !!! Prepares accurate invoices for all private pay and NAMI residents monthly Enters appropriate tax charge in a/r profile in PCC based on private pay payer and room Ensure time...
  • Just Posted

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Operations Safety Risk Management Specialist
  • Washington Metropolitan Area Transit Authority
  • Maryland, NY FULL_TIME
  • Job Description Do you have a passion for safety? Do you have knowledge of safety and operations processes, and risk mitigation? Washington Metropolitan Area Transit Authority (Metro) is seeking motiv...
  • 15 Days Ago

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CYS Training Specialist
  • US Army Installation Management Command
  • Hamilton, NY FULL_TIME
  • Duties Plan and implement a comprehensive training and professional development program that promotes positive growth and development of children and youth IAW all applicable regulations and standards...
  • 13 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Utica, NY area

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Assistant Store Manager - Hannaford Plaza, Utica, NY
  • DTLR
  • Utica, NY
  • Come work for us! We are looking for dedicated employees to join our team to help our customers have the best experience...
  • 4/26/2024 12:00:00 AM

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Sales Associate (Full-Time) - Hannaford Plaza, Utica, NY
  • DTLR
  • Utica, NY
  • Come work for us! We are looking for dedicated employees to join our team to help our customers have the best experience...
  • 4/26/2024 12:00:00 AM

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Sales Associate (Part-Time) - Hannaford Plaza, Utica, NY
  • DTLR
  • Utica, NY
  • Come work for us! We are looking for dedicated employees to join our team to help our customers have the best experience...
  • 4/26/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Utica, NY
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/24/2024 12:00:00 AM

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Branch Manager Morrisville Plaza
  • Ublocal
  • Morrisville, NY
  • ** Branch Manager - Morrisville Plaza Office** Morrisville, VT 05661 ** associate** Education ** Mid Level (2-10 years e...
  • 4/24/2024 12:00:00 AM

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Senior Director of Finance
  • Nonprofit Organization
  • Utica, NY
  • Job Description Job Description This position is responsible for high level oversight of all fiscal functions of the org...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Utica, NY
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
  • Department Of The Treasury
  • Utica, NY
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

Utica (/ˈjuːtɪkə/ (listen)) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 95 miles (153 kilometers) northwest of Albany, 55 mi (89 km) east of Syracuse and 240 miles (386 kilometers) northwest of New York City . Utica and the nearby city of Rome anchor the Utica–Rome Metropolitan Statistical Area, which comprises all of Oneida and Herkimer counties. Formerly a rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$108,788 to $155,879
Utica, New York area prices
were up 1.5% from a year ago