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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
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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). Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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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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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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We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
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Design, implement, and monitor long-term investment strategies and appropriate asset allocations. Work with clients to gather data to define their financial planning and investment needs.
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10+ years of investment advisory experience. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies. Competitive total compensation packages comprised of Revenue Participation and Equity compensation.
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Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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The Chief Investment Officer (CIO) oversees the investment activities of Wealth Management and Retirement Plan Services, including all portfolio management and research activities.
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Serve as the leader of investment communicationsin, the production of print, video, website, webinars, podcasts to be distributed to internal stakeholders and Wealth Management clients.
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Works on Wealth Management strategic planning and annual budget and participates in HTLF acquisition related due diligence. In addition, the CIO serves as a senior member of the Wealth Management leadership team.
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Manages the portfolio management process to make sure all strategies are communicated and implemented in a consistent manner across client portfolios. Bachelors Accounting, Business Administration/Management, Finance required.
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Management experience verbiage required. Chartered Financial Analyst - CFA - CFA Institute preferred. Creates presentations to clients and client marketing functions on markets, investment strategy, tactical portfolio positioning via webinar, written reports, and meetings, as requested by division banks.
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wealth management jobs Title: investment analyst Company: Bmo Financial Group
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