Wealth Management Specialist, Sr. jobs in District of Columbia
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)
Recently Added Wealth Management Specialist, Sr. jobs
- KeyLogic Systems
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Washington, DC
FULL_TIME
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KeyLogic is continuously seeking experienced Senior Product Management Specialist to support the DoD in Biometrics and serve as the lead for accomplishing/contributing to all acquisition responsibilities of the Product team. Responsibilities include executing tasks related to cost, schedule, and performance of product capabilities. You will be supporting DoD Acquisitions Programs and Logistics to bring products across the DoD through prototype feasibility assessment and alignment with current architectures.
Required Qualifications:
- Bachelor's Degree
- Minimum 10 years of relevant experience in DoD Systems Acquisition
- Project Management Professional (PMP) or DAWIA Practitioner Level Certification in Program Management
- Experience with DoD Acquisition programs and Planning, Programming, Budgeting and Execution (PPBE) processes.
- Experience in coordination of program updates with a Service Headquarters (e.g. HQDA) and preparing updates to OSD and Congress on a DoD product.
- Experience with creating and managing IMSs and milestone events including Defense Acquisition System milestone decisions.
- Experienced in risk management in acquisition and development of mitigation strategies.
- Experience with collecting and organizing data to support informed decisions on how to posture capability for transition to sustainment.
- Experience with developing material and briefing executives/leaders on a frequent basis, providing answers to Government tasks and coordinating across internal/external stakeholders and all levels in the chain of command.
- Experience with coordinating and facilitating Product Team meetings.
- Ability to support short notice tasks in a timely manner and maintain configuration control of the initial and follow-on responses.
Desired Qualifications:
- 10 plus years' experience in leadership of complex tasks, including review of work products for correctness, compliance with industry 'best practices,' and DOD standards.
- Ability to provide critical thought and creative strategies to acquisition efforts.
- Experience working in the Defense Acquisition environment.
- Demonstrated oral and written communication skills.
Clearance:
- Candidate MUST hold an Active DoD Secret Clearance
Place of Performance:
- Hybrid Remote/Onsite 2-3 days / week: National Capital Region
About KeyLogic:
Supporting critical missions at the intersection of data and science, KeyLogic provides mission management, systems analysis, data analytics, digital transformation, and cybersecurity to customers in the energy, federal civilian, and defense sectors, with a 20 year portfolio of successes supporting DOE, DOC, EPA, DOD, DHS, FBI, and other federal agencies challenged with complex missions. We help our customers solve the world's most challenging problems with unsurpassed anticipatory service.
KeyLogic employs over 600 team members, including systems designers, developers, data scientists, IT and cybersecurity specialists, engineers, mission experts, program managers, and more than 70 Ph.D. scientists. This multidisciplinary team works together solving challenging problems with anticipatory service-always staying one step ahead-benefiting our customers, and ultimately helping build a better world.
We are committed to the success of each customer's mission. We care enough to make their mission our mission and their success our success. We take technical service delivery to a level above our peers. Our anticipatory service is best-in-class.
All qualified applicants will receive consideration for employment at KeyLogic without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital; or any other status protected by law. KeyLogic is proud to be an affirmative action and equal opportunity employer.
NOTE: KeyLogic is an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.
If you need a reasonable accommodation for any part of the employment process, please contact us by email at and let us know the nature of your request and your contact information. Request for accommodation will be considered on a case-by-case basis.
Job Code:2100
KeyLogic Systems is an Equal Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Disabled. - 1 Month Ago
- Integrity Management Consulting, Inc.
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Washington, DC
FULL_TIME
- Integrity Management Consulting is seeking a Senior Contracts Specialist to join our team supporting our GPO Client. Below are the requirements. This role requires but is not limited to: Requirements ...
- 1 Day Ago
- Cotton & Company LLP
-
Washington, DC
FULL_TIME
- Description What to expect when you join the Sikich familyTeam members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thrivin...
- 25 Days Ago
- Vector CSP
-
Washington, DC
FULL_TIME
- Job Summary: The United Stated Coast Guard (USCG) Offshore Patrol Cutter (OPC) (CG-9322), Polar Security Cutter (PSC) (CG-9326), Waterways Commerce Cutter (WCC) (CG-9327), Domestic Icebreaking (DOMICE...
- 12 Days Ago
- Metrea Management LLC
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Washington, DC
FULL_TIME
- Company Overview Metrea is a defense company dedicated to translating commercial innovation into solutions for the hardest problems in national security. With deep mission expertise, Metrea focuses on...
- 1 Month Ago
- Axiom Consultants
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Columbia, DC
FULL_TIME
- Axiom is seeking an experienced Senior Records Management Analyst (Hybrid remote/on-site). This position requires a minimum Secret Clearance. Responsibilities include: Establishing and Administering a...
- 14 Days Ago
Wealth Management Specialist, Sr. 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