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We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex, Facebook, Airbnb, Uber, DoorDash, and Square. Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.
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Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry. Unlimited PTO + paid company holidays. Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Excited to work in the Fintech industry. Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included) Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
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Unexpected Perks - Daycare, Doordash, SmartDollar, Daily Pay, therapy dogs, massages, Forbes rated Best Places to Work 2022. The role of the Audiology Assistant is to be supportive of the audiologist by performing routine tasks and clinical duties so that the audiologist is available for the more complex evaluative, diagnostic, management, and treatment required by the level of education and training of a licensed audiologist.
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Lunch, dinner, and snacks provided in the office. Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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You will also work closely with the Product Development and M&A teams to shape the future roadmap of Savvys advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.
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Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations. NYC office with breathtaking views in the heart of Manhattan.
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Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time. Competitive total compensation package comprised of Revenue Participation and Equity.
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Support the Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform. Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast.
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We are able to grow rapidly by hiring/acquiring wealth managers with existing books of business and supercharging them with our software to make them dramatically more efficient and provide a better digital experience for them and their clients.
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Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously. Develop new client relationships and support Business Development efforts. Advise the Product Development team on your or your clients pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
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75% of wealth managers do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel). Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago
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