Wealth Management Specialist jobs in Wyoming

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)

H
Wealth Management Officer - Cheyenne Office
  • Hilltop Bank
  • Cheyenne, WY FULL_TIME
  • Wealth Management Officer | Cheyenne Office

    DESCRIPTION: Hilltop Bank’s Wealth Management Department is a full service trust department where officers are responsible for the administration of Estates, Conservatorships, Investment Management Accounts, IRA's, Revocable and Irrevocable Trusts.

    PRIMARY DUTIES/ RESPONSIBILITIES:

    • Attracts, grows, and retains a portfolio of personal trust relationships
    • Maximize business development
    • Estate planning, and building custom portfolios
    • Personal trust and estate administration
    • Investment management
    • Facilitate clients meetings and presentations
    • Compliance with state and federal regulations

    REQUIREMENTS:

    • Excellent client relationship skills
    • Strong oral and written communication skills
    • Bachelor’s degree or equivalent in education and experience 3-5 years of experience as an administrator.
    • High level of accuracy, detail oriented
    • Proficiency with Microsoft Word, Excel, and Lotus
    • CTFA is a plus

    No recruiters, please.

    To apply for this position, send confidential resume and letter of interest to: hrdirector@hilltop.bankor mail to HR Director P.O. Box 50566 Casper, WY 82605

    All qualified applicants will receive consideration for employment without regards to race, color, religion, gender, or national origin. We are an equal opportunity employer of individuals with disabilities and protected veterans.

    Job Type: Full-time

    Benefits:

    • 401(k) matching
    • Flexible spending account
    • Retirement plan

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Education:

    • High school or equivalent (Required)

    Work Location: In person

  • 20 Days Ago

H
Wealth Management Officer- Retirement Plans
  • Hilltop Bank
  • Casper, WY FULL_TIME
  • Join the team of financial professionals at Hilltop Bank!Apply today! We are seeking qualified candidates!Hilltop Bank is looking for friendly, motivated individuals to be a part of our team. Join Cas...
  • 24 Days Ago

I
Rangeland Management Specialist
  • Interior, Bureau of Indian Affairs
  • Fort Washakie, WY FULL_TIME
  • This position is located with the Bureau of Indian Affairs, Wind River Agency in Fort Washakie, Wyoming. This is a re-advertisement to the previously advertised announcement ST-23-11862635-CAWX-MDF. A...
  • 22 Days Ago

N
Rangeland Management Specialist
  • Natural Resources Conservation Service
  • Newcastle, WY FULL_TIME
  • This position is located in a USDA Natural Resources Conservation Service State, area, or field office within in Wyoming. You will provide professional services in the planning and application of soil...
  • 15 Days Ago

I
Automotive Painter
  • Independent Rebuild Specialist
  • Wyoming, WY FULL_TIME
  • Full job description Automotive Painter Job Description Independent Rebuild Specialist has been in business for 25 years and counting. We specialize in remanufacturing Caterpillar diesel engines. We a...
  • 3 Days Ago

E
Janitor
  • Eco-Friendly Cleaning Specialist
  • Mills, WY PART_TIME,CONTRACTOR
  • DOT, PIV card holders, perfect part time job! Must have reliable transportation. *Must be willing to submit fingerprints and pass a federal background check* We are looking for a Janitor to carry out ...
  • 6 Days Ago

W
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

R
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

S
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

B
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

W
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

C
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

C
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

A
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

Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$68,394 to $109,257

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