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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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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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Job Description: Fidelity Investments’ Racial Equity & Diversity Pledge “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”
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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 believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. 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. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
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Competitive total compensation packages comprised of Revenue Participation and Equity compensation. Unlimited PTO & Paid Company Holidays. Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry.
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NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings. Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included.
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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. This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.
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Work with first and third-party service providers across tax, trust & estate, and insurance specialties. Design, implement, and monitor long-term investment strategies and appropriate asset allocations.
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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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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
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Wealth Management Advisor. Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.
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wealth management jobs Title: banker Company: Bmo Harris Bank
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