Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
MUST BE LOCAL RESIDENT OF ARIZONA, Non-Locals will not be considered.
City of Phoenix - IT Asset Management Specialist- 128921 (100% On-Site)
Location: 305 W. Washington St, Phoenix, AZ. 85003
Closing Date & Time: 4/8/2024 3:00:00 PM
Shift Hour: 7AM-3:30pm
Job Description:
We are seeking a highly organized and detail-oriented IT Asset Management Specialist to join our IT department. The IT Asset Management Specialist will help with maintaining the lifecycle management of information technology assets, including procurement, deployment, and disposal. This role is critical in managing the use of IT assets.
ITAM Specialist will assist with below responsibilities: