Wealth Management Specialist jobs in Arizona

Wealth Management Specialist 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 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 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. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Fall 2024 Internship Program
  • TCI Wealth Advisors, Inc.
  • Tucson, AZ FULL_TIME
  • Description

    The TCI Wealth Advisors Wealth Management Internship Program immerses undergraduate students in a culture deeply rooted in exemplifying the firm’s core values by putting our clients needs first and caring about our TCI team of employees. This unique opportunity will provide real-world learning in developing and implementing comprehensive financial planning strategies with our team.


    During a twelve-week period from September 3, 2024 to November 22, 2024,, students will be immersed with our Advisory teams to experience the process of wealth management as a relationship driven, client first, holistic process of empowering purpose filled lives. Through our thoughtfully designed program, interns will have experiential learning opportunities which include weekly personal and professional development workshops to develop and practice your skills to be a successful team member, training in service roles across the firm, mentorship by senior partners, as well as engagement with industry partners and centers of influence throughout the firm’s network of communities to gain a comprehensive overview of the wealth management industry.


    Interns seeking to deepen their understanding of financial planning principles , application of advisory services and discover how, as a fiduciary, we deliver on creating client experience within the TCI standard of care. The program culminates with a capstone project focused on financial planning where you will have the opportunity to present to our Leadership Team and Financial Advisors.

    Requirements

    PRIMARY RESPONSIBILITIES

    The Financial Planning Intern can expect to focus in the following areas reflective of TCI’s client standard of care:

    • Investment management
    • Tax planning and analysis
    • Financial education for clients and their families
    • Cash flow management
    • Insurance planning/risk management
    • Estate planning

    Direct responsibilities may include, but are not limited to:

    • Development and/or updating of cash flow and retirement planning models via EMoney
    • Analysis of tax returns utilizing HolistiPlan software
    • Social security analysis via Social Security Analyzer software
    • Prospect and new client documentation and paperwork
    • Conduct estate plan review
    • Specific research projects as assigned
    • Portfolio analysis
    The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.


    KNOWLEDGE, SKILLS & ABILITIES

    • Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and dependability.
    • Committed to TCI’s mission, vision, and core values upholding the highest ethical behavior. Exemplify our values of being curious, collaborative, transparent, inclusive, and trustworthy.
    • Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred.
    • Effective time management – highly adaptable to changing daily responsibilities with ability to effectively prioritize tasks.
    • Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships.
    • Strong verbal and written communication skills - ability to effectively communicate and build rapport with clients and Team TCI.
    • Ability to work well with a team as well as independently – demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship.
    • Attention to Detail: Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner.
    TCI Wealth Advisors is an Equal Opportunity Employer
  • 3 Days Ago

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Wealth and Investment Management Operations Control Management Specialist
  • Wells Fargo
  • Phoenix, AZ FULL_TIME
  • Why Wells Fargo: This is where your true career begins. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" i...
  • 1 Month Ago

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New Opportunity - Client Services - Client Servicing Specialist - 50K
  • Trajan Wealth
  • Scottsdale, AZ FULL_TIME
  • Job purpose The Client Service Servicing Specialist is responsible for processing service items for existing Trajan® Wealth clients while providing excellent customer service with great attention to d...
  • Just Posted

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J.P. Morgan Wealth Management - New Client Investment Specialist
  • JPMC Candidate Experience page
  • Tempe, AZ FULL_TIME
  • As a New Client Development Professional, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest JPMorgan Wealth Managem...
  • 3 Days Ago

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Client Service Associate
  • Adara Wealth Management
  • Tucson, AZ FULL_TIME
  • Summary: Responsible for supporting the Client Concierge Team and the core functions of the overall practice with oversight. This role is training to be a Client Concierge and will work closely suppor...
  • Just Posted

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Client Associate
  • TSG WEALTH MANAGEMENT
  • Scottsdale, AZ FULL_TIME
  • TSG Wealth Management is expanding and we are always looking for quality Client Associates to ensure we maintain our clients’ first approach to service. We foster a fun and inclusive environment that ...
  • 14 Days Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,826 to $116,336

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019