Wealth Management Specialist, Sr. jobs in Connecticut

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)

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Sr. Government Property Management Specialist
  • Job Juncture
  • Groton, CT FULL_TIME
  • Job description:

    We are seeking an experienced full-time Senior Government Property Management Specialist to become an important part of a rapidly growing team for our headquarters.
    This position reports to the Contracts Manager and is responsible for administering the companys property control program activities to ensure accountability in accordance with applicable company policy and government regulations.
    Some work-from-home flexibility may be considered.

    We work on exciting, technically challenging, research & development programs where multidisciplinary teams work closely to address difficult national security needs.
    You will work in a small company environment where technical and administrative excellence is rewarded and an entrepreneurial spirit is encouraged.
    This position will allow applicants to make meaningful contributions to the mission.

    Qualifications:

    Bachelors degree in a related specialized area or equivalent plus a minimum of 2 years of relevant experience; or Masters degree
    Training and professional certification from National Property Management Association (NPMA) or other related professional development association is preferred
    Excellent verbal communication, planning, and time management skills.

    Job Functions and Responsibilities:

    Manages and controls all Government- and Customer-owned property to ensure accountability of the company
    Responsible for managing, and modifying as necessary, the formal process for Government Property Administration
    Performs incoming processing for U.S. Government- and Customer-owned property per ISO procedures
    Administers and analyzes property control program activities to ensure continual accountability of company, Government, or subcontractor property and assets in accordance with applicable corporate policy
    Provides expertise to enhance and manage information by utilizing software tools to manage and communicate property information and to ensure accountability for property from initial acquisition to final disposition.
    Maintains property accountability records and determines condition and arranges disposal of surplus or obsolete material or equipment
    Responsible for implementing and administering any necessary storage areas and maintaining records of where all property is located
    May act as the primary POC for all Government Property related issues with DCMA
    Conducts internal and external property audits, develops, recommends, and implements property administration policies for operation purposes
    Partners with the Contracts Group in closing out any Government Contract by supplying them with the information needed so property can be transferred or dispositioned correctly
    Manages the control of all Scrap and Excess Inventory being put into the Government systems
    Responsible for ensuring all instructions from the Plant Clearance Officer are followed for the disposition process.
    Investigates and resolves any anomalies in the property tracking system
    Creates and delivers training related to proper handling of Government Property Equipment

    Qualifications:

    Bachelors degree in a related specialized area or equivalent plus a minimum of 2 years of relevant experience; or Masters degree
    Training and professional certification from National Property Management Association (NPMA) or other related professional development association is preferred
    Excellent verbal communication, planning, and time management skills.

    Job Functions and Responsibilities:

    Manages and controls all Government- and Customer-owned property to ensure accountability of the company
    Responsible for managing, and modifying as necessary, the formal process for Government Property Administration
    Performs incoming processing for U.S. Government- and Customer-owned property per ISO procedures
    Administers and analyzes property control program activities to ensure continual accountability of company, Government, or subcontractor property and assets in accordance with applicable corporate policy
    Provides expertise to enhance and manage information by utilizing software tools to manage and communicate property information and to ensure accountability for property from initial acquisition to final disposition.
    Maintains property accountability records and determines condition and arranges disposal of surplus or obsolete material or equipment
    Responsible for implementing and administering any necessary storage areas and maintaining records of where all property is located
    May act as the primary POC for all Government Property related issues with DCMA
    Conducts internal and external property audits, develops, recommends, and implements property administration policies for operation purposes
    Partners with the Contracts Group in closing out any Government Contract by supplying them with the information needed so property can be transferred or dispositioned correctly
    Manages the control of all Scrap and Excess Inventory being put into the Government systems
    Responsible for ensuring all instructions from the Plant Clearance Officer are followed for the disposition process.
    Investigates and resolves any anomalies in the property tracking system
    Creates and delivers training related to proper handling of Government Property Equipment

    Why is This a Great Opportunity:

    We are seeking an experienced full-time Senior Government Property Management Specialist to become an important part of a rapidly growing team for our headquarters.
    This position reports to the Contracts Manager and is responsible for administering the companys property control program activities to ensure accountability in accordance with applicable company policy and government regulations.
    Some work-from-home flexibility may be considered.

    Salary Type : Annual Salary

    Salary Min : $ 120000

    Salary Max : $ 150000

    Currency Type : USD


    About the Company:
    Job Juncture


    Job Juncture's mission is to make job search and talent acquisition as easy and painless as possible. Every job that is at Job Juncture is real and verified current within the most recent 30 days. Every application is read by a real human being who is working on the job applied for. Our clients specialize in virtually everything, including banking, engineering, finance, software, nursing, retail, manufacturing, legal, tax, pharmaceutical, chemical, aerospace, defense, and human resources, at all salary ranges from entry level to over $600K.

    Company Size:
    1 to 9 employees


    Industry:
    Staffing/Employment Agencies


    Founded:
    0


    Website:
    http://www.jobjuncture.com


  • 1 Month Ago

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Private Wealth Management Associate
  • U.S. Bank National Association
  • Greenwich, CT FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 5 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Hartford, CT PART_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Month Ago

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Wealth Management Client Associate
  • Bank of America
  • Mystic, CT FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Month Ago

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Wealth Management Client Associate
  • Bank of America
  • Fairfield, CT FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Month Ago

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Wealth Management Associate
  • Equitable Advisors
  • Stamford, CT FULL_TIME
  • Wealth Management Associate - CT, Stamford (5022) (23000077) Primary Location : UNITED STATES-CT-Stamford Organization : Equitable Advisors Description At Equitable Advisors, we value your ambition. W...
  • 1 Month Ago

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Investment Analyst
  • 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

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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...
  • 4/25/2024 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...
  • 4/25/2024 12:00:00 AM

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Private Wealth Management Specialist
  • 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

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Trust and Wealth Specialist / Administrative Assistant
  • 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

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Auto Insurance Advisor
  • 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

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Business Development Officer
  • 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

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Private Wealth Management Specialist
  • 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

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$118,980 to $170,483