Wealth Management Specialist, Sr. jobs in Iowa

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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Executive Assistant/Marketing Specialist
  • Desla Wealth Management
  • Des Moines, IA FULL_TIME,CONTRACTOR
  • Overview:
    We are seeking a talented and motivated Executive Assistant & Marketing Specialist to join our team. The chosen candidate will play a key role in supporting the executive as well as developing and implementing marketing strategies to promote our products and services. This is an exciting opportunity to contribute to the growth of our company.

    Executive Assistance Responsibilities:

    • Manage scheduling and setting up meetings for company executive
    • Draft, review and send communications on behalf of company executive
    • Organize and prepare for meeting; this includes gathering and preparing documents, attending meetings and documenting meetings details
    • Answer and respond to phone calls, communicate messages and information to executive
    • Maintain various records and documents
    • Assist in planning and organizing company events, including Seminars
    • Provide other administrative tasks that help the executive perform their job

    Marketing Specialist Responsibilities:

    • Develop and execute marketing campaigns to drive brand awareness and generate leads
    • Conduct market research to identify trends and opportunities
    • Create engaging content for various marketing channels, including social media, email campaigns, and company website

    Requirements:

    • Bachelor's degree in Marketing or related field
    • Previous experience as an executive assistance and a marketing specialist or a related role
    • Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint)
    • Proficient in Adobe Creative Suite (Acrobat Pro, InDesign, Illustrator and Photoshop)
    • Strong organizational skills with the ability to manage multiple projects simultaneously
    • Excellent written and verbal communication skills
    • Experience in event planning is desirable but not essential
    • Ability to work independently and as part of a team
    • Exceptional attention to detail
    • Strong customer service and interpersonal skills

    Job Types: Full-time, Contract

    Pay: $35,000.00 - $60,000.00 per year

    Benefits:

    • Flexible schedule

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: Hybrid remote in West Des Moines, IA 50266

  • 15 Days Ago

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Wealth Management Relations Specialist
  • Security National Bank
  • Sioux, IA FULL_TIME
  • Are you looking for a position with a company where you can make a difference? At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the word...
  • 25 Days Ago

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Wealth Management Relations Specialist
  • SNB
  • Sioux, IA FULL_TIME
  • Are you looking for a position with a company where you can make a difference? At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the word...
  • 25 Days Ago

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Wealth Management Project & Audit Specialist
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief Ensures the integrity and compliance of our Wealth Management business operations. This position will be collecting supporting documentation for both internal and external audits, facilitati...
  • 1 Month Ago

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Wealth Management Project & Audit Specialist
  • BANKERSTRUST
  • Des Moines, IA FULL_TIME
  • Job Brief Ensures the integrity and compliance of our Wealth Management business operations. This position will be collecting supporting documentation for both internal and external audits, facilitati...
  • 1 Month Ago

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Sr Risk Management Specialist - Principal Asset Management
  • Principal Financial Group
  • Des Moines, IA FULL_TIME
  • What You'll DoWe’re looking for a Sr. Risk Management Specialist to join our global Risk Management team within Principal Asset Management. In this role, you’ll provide support to the business, financ...
  • Just Posted

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Insurance Specialist
  • Bankers Life
  • Franklin, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/19/2024 12:00:00 AM

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Wealth Specialist
  • Victory Capital Management Inc.
  • San Antonio, TX
  • Wealth Specialist Victory Capital | San Antonio, TX About Victory Capital: Victory Capital is a diversified global asset...
  • 4/19/2024 12:00:00 AM

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Wealth Advisory Support Specialist
  • First Busey Corp
  • Urbana, IL
  • ** Wealth Advisory Support Specialist** **Job Category****:** Wealth Management **Requisition Number****:** WEALT004463 ...
  • 4/19/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Brentwood, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/19/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Clarksville, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/19/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Bowling Green, KY
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/19/2024 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...
  • 4/17/2024 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...
  • 4/15/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$106,018 to $151,911