Wealth Management Specialist jobs in Vermont
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)
Recently Added Wealth Management Specialist jobs
- Union Bank of VT/ NH
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Morrisville, VT
FULL_TIME
-
Description
About us
As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 1891 in Morrisville, Vermont, Union Bank is a full-service bank offering commercial, retail, municipal and asset management services throughout northern Vermont and northern New Hampshire.
Description
We are seeking a motivated individual for a full-time Wealth Management Assistant. This individual will be responsible for providing a variety of operational, clerical, secretarial, and support services to the Wealth Advisors.
Prior banking experience is preferred but not required; we will train the right candidate. This candidate should be technologically adept, deliver outstanding customer service, and have a continuous desire to learn.
Why work with us?
While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:
· Generous Paid Time Off
· Health, Dental, and Life Insurance
· Partially paid Short and Long-Term Disability
· Company-matched 401K retirement account
· Bankers’ hours
· Paid Federal Holidays
Requirements
QUALIFICATION REQUIREMENTS:
- Excellent secretarial, clerical skills and customer service skills.
- Mathematical aptitude.
- Knowledge of banking services and preferably trust products.
- Responsible for keeping up to date with applicable banking regulations and Bank procedures.
- Software Utilized: Microsoft Office and AddVantage.
- 1 Month Ago
- TruGreen - Lawn Specialist
-
South Burlington, VT
FULL_TIME
- TruGreen is Now Hiring Lawn Specialists!Earn Up to $22.00 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career...
- 16 Days Ago
- Innovative Emergency Mgmt
-
Montpelier, VT
FULL_TIME
- Position Summary: IEM is looking to bring on a Full Time-Grant Management Specialist I (GMS I) who will support IEM’s Team with its efforts, working hand-in-hand with the state /local government and p...
- 18 Days Ago
- Innovative Emergency Mgmt
-
Montpelier, VT
FULL_TIME
- Position Summary: IEM is looking to bring on Full Time-Grant Management Specialist III (GMS III) will support IEM’s Team with its efforts, working hand-in-hand with the state /local government and pri...
- 20 Days Ago
- Innovative Emergency Mgmt
-
Montpelier, VT
FULL_TIME
- Position Summary: IEM is looking to bring on a Full Time-Grant Management Specialist II (GMS II) who will support IEM’s Team with its efforts, working hand-in-hand with the state /local government and...
- 20 Days Ago
- Public Consulting Group
-
Burlington, VT
OTHER
- Overview Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to impr...
- 21 Days Ago
Wealth Management Specialist jobs at Popular Companies
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 4/26/2024 12:00:00 AM
- Carnegie Investment Counsel
-
Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/25/2024 12:00:00 AM
- Carnegie Investment Counsel
-
Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/25/2024 12:00:00 AM
- First Recruiting Llc
-
Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/25/2024 12:00:00 AM
- Citizens Bank & Trust
-
Lakeland, FL
- Job Description Job Description Citizens Bank & Trust POSITION DESCRIPTION POSITION TITLE Trust and Wealth Specialist RA...
- 4/24/2024 12:00:00 AM
- Hub International
-
Chicago, IL
- Ignite your potential. Impact what matters.Hi, were HUB a network of doers with diverse stories and a shared goal to sup...
- 4/24/2024 12:00:00 AM
- Canadian Imperial Bank of Commerce
-
Houston, TX
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are ded...
- 4/23/2024 12:00:00 AM
- First Recruiting, LLC
-
Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/22/2024 12:00:00 AM