Wealth Management Specialist, Sr. jobs in Vincennes, IN

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
  • TMC TECHNOLOGIES
  • Odon, IN FULL_TIME
  • Job Description:


    The Configuration Management (CM) Specialist shall be responsible for configuration management issues associated with maintaining and controlling all hardware inventory, documentation, product releases, and software configuration management.

    The CM Specialist shall also work closely with the Configuration Control Board in defining and implementing procedures for releasing new products throughout the entire life cycle. They shall provide change management and product configuration management guidance.

    The CM Specialist shall prepare, review, analyze, and assess, and make recommendations for Engineering Change Proposals (ECP) and technical directives with supporting rationale.




    Job Requirements:


    Requirements:

    • Coordinate processes to assign tracking numbers/records for any new request (Engineering Change Requests, Software Change Notices, Standard Operating Procedures, Operating Procedures, Test Procedures, Software items, Drawings, Supplemental Training Guides, etc.)
    • Update records within iPDM
    • Initiate reviews for technical, quality, and management signatures for document approval
    • Review documents submitted for approval to ensure that they are accurate and comply with the associated format requirements
    • Verify comment adjudication before approval, work with technical team and technical writers as necessary to resolve conflicts or issues
    • Issue controlled copies of documents, ensuring controlled document copies are tracked and returned when the document is superseded
    • Conduct visual audits of controlled documentation
    • Provide support during audits on CM processes
    • Develop process guide documentation
    • Provide formal and informal training, assisting iPDM users on CM processes/workflow as required
    • Reliability-centered maintenance (RCM) experience preferred
    • Bachelor's level degree in any field
    • US Citizen with Secret Clearance or ability to obtain.

    Other:

    • OT – possible but not anticipated.
    • Travel – possible but not anticipated.
    • Work location – on site at NSWC Crane or Bloomington.
    • Telework – No.
  • 12 Days Ago

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Implementation Specialist
  • True-Rx Management services
  • Washington, IN FULL_TIME
  • Join the True Rx Health Strategist Revolution as an Implementation Specialist! Ready to revolutionize healthcare? True Rx Health Strategists seeks an Implementation Specialist with a flair for innovat...
  • 19 Days Ago

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Integration Specialist
  • True-Rx Management services
  • Washington, IN FULL_TIME
  • Elevate Your Career: Be a Pioneer in Integration Excellence! Are you ready to step into a role that defines the pinnacle of Integration Specialist positions? Join us at True Rx Health Strategist, wher...
  • 25 Days Ago

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Sr Environ Health & Safety Specialist
  • The Hershey Company
  • Robinson, IL FULL_TIME
  • Sr Environ Health & Safety Specialist Posted Date: Mar 21, 2024 Requisition Number: 121528 Job Location: Robinson, IL Summary: The Hershey Company Robinson plant is a non-union plant producing product...
  • 1 Month Ago

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Benefits Configuration Specialist
  • True-Rx Management services
  • Washington, IN FULL_TIME
  • Join Our Dynamic Team as a Benefits Configuration Specialist! Are you a passionate individual eager to make a mark in the world of healthcare solutions? If you thrive on excellence and enjoy the thril...
  • 26 Days Ago

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IT Sr Analyst, Oracle Transportation Management (OTM) / Logistics
  • MasterBrand Cabinets LLC
  • Ireland, IN FULL_TIME
  • Job Description The IT Sr. Analyst OTM is responsible for developing robust logistics solutions for the Organization. Individual works closely with all relevant teams but not limited to Digital & Tech...
  • 1 Day Ago

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0 Wealth Management Specialist, Sr. jobs found in Vincennes, IN area

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Independent Insurance Claims Adjuster in Vincennes, Indiana
  • MileHigh Adjusters Houston Inc
  • Vincennes, IN
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Vincennes, IN
  • Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we...
  • 4/25/2024 12:00:00 AM

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Financial Analyst
  • Banner Quality Management Inc
  • Crane, IN
  • Job Description Job Description Banner Quality Management Inc. (BQMI) is searching for a Financial Analyst to support th...
  • 4/25/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Vincennes, IN
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Princeton, IN
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Financial Crimes Consumer Lead
  • Stripe
  • Ireland, IN
  • Stripe is a financial infrastructure platform for businesses. Millions of companies - from the worlds largest enterprise...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Vincennes, IN
  • Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we...
  • 4/23/2024 12:00:00 AM

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Director of Financial Aid
  • Vincennes University
  • Vincennes, IN
  • Vincennes University Director of Financial Aid Vincennes , Indiana Apply Now Vincennes University Director of Financial ...
  • 4/23/2024 12:00:00 AM

Vincennes is a city in and the county seat of Knox County, Indiana, United States. It is located on the lower Wabash River in the southwestern part of the state, nearly halfway between Evansville and Terre Haute. Founded in 1732 by French fur traders, notably, François-Marie Bissot, Sieur de Vincennes for whom the Fort was named, Vincennes is the oldest continually-inhabited European settlement in Indiana and one of the oldest settlements west of the Appalachians. According to the 2010 census, its population was 18,423, a decrease of 1.5% from 18,701 in 2000. Vincennes is the principal city o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$100,368 to $143,815
Vincennes, Indiana area prices
were up 1.3% from a year ago