{"id":3894988,"url":"https://alion.io/job/default-wealth-management-support-specialist","title":"Wealth Management Support Specialist","company":{"id":2559714,"name":"Default","domain":"ornlfcu.com","url":"https://alion.io/company/ornlfcu","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":{"grade":"A","score":95,"open_postings":5,"ghost_share":0,"stale_share":0.2,"repost_share":0,"time_to_fill_p50_days":28,"computed_at":"2026-11-08T05:47:12Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Morristown, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-11-06T20:19:07Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-08T08:20:02Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Role:\nThe Wealth Management Support Specialist provides administrative, operational, and member support for the Wealth Management program at ORNL Federal Credit Union. This role assists members and clients in a courteous and professional manner, assists Wealth Advisors with daily tasks, promotes the program to employees and members, and ensures compliance with industry regulations. The Support Specialist works alongside both the Advisors and the Program Manager while contributing to strategic growth initiatives that enhance the Credit Union's financial planning services and product offerings.\nEssential Functions and Responsibilities:\nSupport to Wealth Advisors: Collaborates with Wealth Advisors to manage their book of business, including onboarding new clients and opening accounts. Executes money movements, fee collections, and other service-related functions for client accounts. Reviews member account activities daily to ensure accuracy, proper settlement of transactions, and account reconciliation. Maintains CRM database and client records with accurate, up-to-date information. Conducts proactive outreach and outbound calls to enhance client service and engagement. Coordinates and leads client appreciation events for Advisors’ clients. Provides general account information, picks up or receives member information and answes licensed approved questions when needed. Ensures compliance with broker-dealer requirements for Financial Consultant activities. Assists with analysis of accounts and products; answers general member related account questions. Profiles members for needs, cross-sell opportunities, and insurance products. Engages in proactive selling activities under Wealth Advisor oversight. Assists Advisors in creating member presentations and support educational events and financial education sessions.\nAdministrative & Compliance Responsibilities: Manages internal referral tracking system, filing, document processing, provides a schedule for existing member annual reviews, and service-related requests. Maintains specific assigned reporting functions provided by the Program Manager. Ensures all activity complies with SEC/FINRA and internal compliance regulations and guidelines. Understand and apply policies, procedures, and industry regulations.\nProcess Improvement & Collaboration: Solicits feedback from internal and external business units to improve cross-departmental processes. Assists in member service-related process improvement initiatives and provide subject matter expertise. Serves as a resource to less experienced team members as needed.\nTraining & Education: Participates in ongoing staff training and member education opportunities.\nPerforms other job-related duties as assigned.\nExperience:\nMinimum 1 year of experience in banking, investment, or Wealth Management industry. Administrative or client service roles supporting financial advisors or wealth managers. Required\nFamiliarity with financial planning software and portfolio management systems. Compliance and documentation processes in financial services. Strong skills in customer service, scheduling, time management and relationship management. Microsoft Office Suite and CRM tools. Previous experience in financial services or administrative support preferred. Salesforce experience preferred. Preferred\nEducation:\nHigh School Diploma or GED Required\nAssociates Degree or Bachelor’s degree in Finance, Business Administration, Economics, or a related field. Preferred\nCertification/License Must pass the TN Life and Health Insurance exams within 12 months of hire date. Required\nOther Skills Required:\nStrong interpersonal and communication skills.\nAbility to manage multiple priorities and maintain attention to detail.\nProficiency in Microsoft Office Suite and scheduling tools.\nFamiliarity with compliance standards (SEC/FINRA) and financial services processes.\nRequired for All Jobs\nFollows Credit Union policies and procedures as well as applicable laws and regulations.\nMaintains a record of attendance and timeliness in keeping with the Credit Union's attendance policy.","description_format":"text","description_chars":4101,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Credit Unions & Cooperative Banks"],"lifecycle":[{"event":"open","at":"2026-11-06T22:52:50Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":28,"reasons":["conf:1","win:early","comp:junior"],"computed_at":"2026-11-08T05:47:12Z"},"pay":null,"html_url":"https://alion.io/job/default-wealth-management-support-specialist","json_url":"https://alion.io/job/default-wealth-management-support-specialist.json","meta":{"generated_at":"2026-11-08T10:28:38Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22578,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-09T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2559714},"rest":"https://alion.io/mcp/rest/get_company?id=2559714"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fdefault-wealth-management-support-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fdefault-wealth-management-support-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fdefault-wealth-management-support-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/default-wealth-management-support-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdefault-wealth-management-support-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3894988}},{"tool":"search_jobs","arguments":{"company":"ornlfcu.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3894988},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}