Wealth Management Specialist jobs in North Dakota

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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Portfolio Management- Work & Wealth
  • Prudential Ins Co of America
  • Plaza, ND FULL_TIME
  • Job Classification: Finance & Accounting - Finance & Accounting At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! Prudential was founded on the belief that financial security should be within reach for everyone. It’s a challenge we’ve embraced for more than one hundred and forty years. A strong sense of social responsibility has remained embedded in the company, guiding our efforts to help people now and in future generations achieve peace of mind and a more secure future. In keeping with that tradition, Prudential strives to be a catalyst for meaningful, authentic and positive change to achieve shared prosperity for individuals and communities in the United States and around the world. Prudential annually invests more than $40 million in strategic grants and contributions to develop long-term partnerships that strengthen communities and create pathways for all to achieve financial and social mobility. Prudential’s Social Responsibility team is responsible for the development and implementation of the company’s philanthropic and employee community engagement strategies which are focused on driving social impact in the following areas: Help individuals, workers and families build financial security and wealth by testing and scaling asset building pathways, creating inclusive financial systems and improving job quality. Create thriving and vibrant local communities by advancing equitable development and economic empowerment and mobility, particularly in our home city of Newark. Strengthen communities and nonprofit organizations through employee community engagement programs and capacity building initiatives. Support disaster relief and recovery efforts for emergencies, natural disasters and humanitarian crises. The team seeks two Managers to serve as Program Officers in the national Work and Wealth portfolio to help drive the company’s strategic philanthropy. This portfolio invests in partners to connect more people to goods jobs, promote policies and practices that enable broad-based wealth building, and create and scale solutions which build accessible pathways to intergenerational wealth. Ideally applicants would have experience serving as a Program Officer or working in the nonprofit space to increase economic opportunities for underserved populations. The current EWA for this position is Fully Virtual. While this position does not require your on-site presence on a regular basis, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office. What you can expect: Support the Work & Wealth portfolio by sourcing, evaluating, and structuring strategic partnerships with nonprofits to expand access to wealth-building opportunities and greater worker resiliency. Conduct grant proposal reviews, including programmatic, financial, and strategic due diligence, and evaluate grant progress based on written grantee reports or site visits. Develop funding recommendations and prepare written and oral evaluations and recommendations for approval. Provide strategic management of nonprofit grantee relationships through regular communication, discussing challenges in meeting deliverables and providing technical assistance to grantees in execution of their grant deliverables. Support the Director of Work & Wealth in establishing funding priorities and allocating the annual budget among grant applicants. Support the measurement, evaluation and communication of impact metrics for the Work & Wealth portfolio, including data collection, analysis, reports and dashboards. Research, develop, and present ideas for strategic initiatives designed to positively contribute to Prudential’s social impact strategies. Represent the Work & Wealth team on cross-functional initiatives. Prepare internal and external communication materials such as board reports, issue briefs, websites, speeches, and press releases. Represent Prudential at both internal and external events, and stakeholder convenings. Some travel required What you’ll need: Bachelor's degree required and minimum of 3-5 years of work experience, demonstrating increasing responsibility. Subject matter expertise around inclusive wealth-building, financial inclusion, and/or job quality and understanding of nonprofit and philanthropic communities, organizational structures, and challenges; knowledge of grant making a plus. Ability to work collaboratively across various lines of business and proactively cultivate relationships with a diverse range of internal and external partners. Excellent writing, communications and project management skills with a proven record of writing and presenting to a wide range of audiences. Proven track record to think strategically across a range of social impact issues and topic areas. It’d be a plus if you had: Organizational skills, attention to detail and ability to prioritize. Sound judgment and problem-solving skills with a commitment to continual learning. Analytical and critical thinking skills; non-profit financial analysis skills a plus. Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. At Prudential, you can: Take charge of your career. People who have successfully developed their skills in this role have taken leadership responsibilities across the team and business. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward. We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave Retirement plans: 401(k) plan with company match (up to 4%) Company-funded pension plan Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. #LI-KG1 Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $107,200.00 to $159,500.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential. PEOPLE WITH DISABILITIES: If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com. Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance. Prudential Financial, Inc., a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of June 30, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better by creating financial opportunities for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for nearly 150 years. For more information, please visit news.prudential.com. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US $1.27 trillion in assets under management as of June 30th, 2023 With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.
  • 19 Days Ago

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Wealth Management Compliance Officer
  • First International Bank & Trust
  • Fargo, ND FULL_TIME
  • First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and deta...
  • 24 Days Ago

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Wealth Management Associate
  • First International Bank & Trust
  • Fargo, ND FULL_TIME
  • As a Wealth Management Associate, you will support our wealth management team and our clients with their needs. Your responsibilities will include client relations and handling queries. To thrive in t...
  • 10 Days Ago

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Senior Wealth Advisor
  • Mariner Wealth Advisors
  • Fargo, ND FULL_TIME
  • Overview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively n...
  • 20 Days Ago

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Asset Management Specialist
  • ELEVATE PROPERTY MANAGEMENT, LLC
  • Grand Forks, ND FULL_TIME
  • About the position: The Asset Specialist is accountable for the timely and efficient coordination and completion of major capital projects, lender-required repairs, and asset life tracking and managem...
  • 13 Days Ago

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Maintenance Specialist
  • Hampton Management
  • Grand Forks, ND FULL_TIME
  • Our properties are second to no one, they are the best. As our Maintenance Specialist you would ensure all of our properties are well maintained. This includes both preventative maintenance tasks, as ...
  • 3 Days Ago

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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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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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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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Business Development Manager
  • Neighborhood Trust Financial Partners
  • New York, NY
  • About Neighborhood Trust Neighborhood Trust is a national nonprofit social enterprise and marketplace innovator creating...
  • 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

North Dakota is a Midwestern state of the United States. It borders Canada and lies at the center of the North American continent. The geographic center of North America is near the town of Rugby. Bismarck is the capital of North Dakota, and Fargo is the largest city. Soil is North Dakota's most precious resource. It is the base of the state's great agricultural wealth. But North Dakota also has enormous mineral resources. These mineral resources include billions of tons of lignite coal. In addition, North Dakota has large oil reserves. Petroleum was discovered in the state in 1951 and quickly...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$71,398 to $114,056

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