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The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation.
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Analyze client financial situations 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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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows.
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As a home care Physical Therapist Assistant (PTA) you will assist clients in attaining or maintaining optimal physical well being by providing treatment, tests, client education and appropriate interventions as delegated by a licensed Physical Therapist.
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Benefits 401k retirement plan Discount program Sick pay Employee assistance programs Vision benefits Bereavement Health Care FSA Weekly pay Continuing Education Holiday Pay Wellness and fitness programs Dental benefits Medical benefits Dependent Care FSA.
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Another Source’s client, San Diego State University, is recruiting a Finance and Administration Manager to support the University Library in San Diego, California. CalPERS Retirement Plan: CalPERS is a defined benefit retirement pension plan.
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Extensive knowledge of personal trusts, estates, custodies, agencies, guardianship and retirement accounts, fiduciary and federal regulations. Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.
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Maintains an active relationship with both the account executive and client success manager Bluestone's core system provider. These activities include EFT/deposit and alternative delivery channels including ATM/debit card production/repair, CIS/householding, internet Banking, bill payment, mobile banking, telephone banking, mobile deposit and, ACH origination and receipt, wire transfers, and retirement accounts.
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What You Will Do Some core responsibilities for a Pipefitter Foreman include: Strong knowledge of pipefitting, tools, procedures, and best practices Ability to lead small teams Assign job duties of the crew and ensure that each employee is properly trained Being a safety role model for the team Enforcing OPD and client specific safety policies and procedures on the jobsite Anticipate and recognize potential safety and environmental concerns and report them to the OPD Superintendent.
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Base salary is part of a competitive total rewards package that includes health and welfare benefits, a 401k retirement savings plan, tuition reimbursement, and incentive compensation for eligible roles.
$120,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
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Transition your client book of business to the firm together with our best-in-class Client Transition Team Work with clients to gather data to define their financial planning and investment needs.
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Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens.
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