Wealth Management Specialist jobs in Missouri

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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Regional Wealth Management Specialist
  • CM004 American Century Investment Services, Inc.
  • Kansas, MO FULL_TIME
  • Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. For more information, please visit americancentury.com. The Intermediary Consulting Solutions Group (ICSG) partners to drive sales within the following sales teams: National Accounts, Wealth Management and Retirement. The Regional Wealth Management Specialist is passionate about building relationships and driving sales with financial advisors. Your primary responsibility in this role is to partner with Sales Consultants (external wholesalers) in a geographical territory to generate sales. You will collaborate with Consultant partners to develop new relationships and manage existing relationships with financial advisors to increase sales of American Century Investments’ products. This is accomplished by providing financial insight, product information and improved sales tools using a consultative sales approach. This role provides wholesaling support, primarily by phone, and responds to client requests as needed. Limited travel to the territory is expected. This may involve specific territory management of remote areas and/or responsibilities in support of the department’s sales efforts. Responsibilities Partner with your Consultants to sell product solutions and promote valuable services to our financial advisor relationships and prospects. This involves extensive proactive outbound telephone calls, using a consultative sales process, and documentation of activities in our client management database Use fund analysis and other research tools to strategically demonstrate our product offerings. Continually build and maintain a solid understanding of American Century’s investment management practices, policies, products and beneficial services. Remain current on events that impact our clients including industry events and general market trends Collaborate with your Consultant partner(s) and internal resources to develop and implement territory business plans to encourage sales and attain/exceed territory specific sales and net investment goals Participate in regional and national conferences as needed. In-person contact with key clients as agreed upon with manager and Consultant partner(s) is also required Requirements Bachelor’s degree in a related field or an equivalent combination of education and work experience Two to three years financial industry experience preferred. Sales experience preferred Proven knowledge of the financial intermediary marketplace. Knowledge of American Century procedural and operational policies preferred Series 7 and 63 certifications are required for the role. Demonstrated interpersonal, investment analysis, written and verbal communication skills required Solid understanding of Web Ex technology, LinkedIn and other social media, Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance. For NY and CA based candidates, the salary range for this role is $75,000-$85,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. ©2019 American Century Proprietary Holdings, Inc. All rights reserved. American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It's how we manage money and make an impact.
  • 19 Days Ago

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Wealth and Investment Management Operations Control Management Specialist
  • D13 Wells Fargo Clearing Services, LLC
  • E Building, MO 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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Wealth and Investment Management Operations Control Management Specialist
  • Wells Fargo
  • SAINT LOUIS, MO 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” in...
  • 1 Month Ago

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Wealth and Investment Management Operations Control Management Specialist
  • Wells Fargo
  • St. Louis, MO 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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Wealth & Investment Management Operations Control - Control Management Specialist
  • D13 Wells Fargo Clearing Services, LLC
  • E Building, MO FULL_TIME
  • About this role: The WIM Operations Control - Control Management Specialist will consult with senior leaders in developing corrective actions for new issues and will be assigned to monitor the resolut...
  • 28 Days Ago

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Wealth & Investment Management Operations Control - Control Management Specialist
  • Wells Fargo
  • SAINT LOUIS, MO FULL_TIME
  • About this role:The WIM Operations Control - Control Management Specialist will consult with senior leaders in developing corrective actions for new issues and will be assigned to monitor the resoluti...
  • 28 Days Ago

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 3/29/2024 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...
  • 3/29/2024 12:00:00 AM

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Intern - Summer
  • Santander
  • Miami, FL
  • Intern - Summer Country: United States of America Job Description Do you have an interest in or a passion for providing ...
  • 3/29/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Murfreesboro, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Salt Lake City, UT/Greenwood Village & Fort Collings, CO Overview Are you a ...
  • 3/29/2024 12:00:00 AM

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Financial Planner
  • Creative Planning
  • Los Angeles, CA
  • The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
  • 3/29/2024 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

Missouri is landlocked and borders eight different states as does its neighbor, Tennessee. No state in the U.S. touches more than eight. Missouri is bounded by Iowa on the north; by Illinois, Kentucky, and Tennessee across the Mississippi River on the east; on the south by Arkansas; and by Oklahoma, Kansas, and Nebraska (the last across the Missouri River) on the west. Whereas the northern and southern boundaries are straight lines, the Missouri Bootheel protrudes southerly into Arkansas. The two largest rivers are the Mississippi (which defines the eastern boundary of the state) and the Misso...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$70,851 to $113,182

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