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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. As part of the Private Client team, the Wealth Strategist works with clients and their external accountants, attorneys, and other advisors to design and deliver on planning strategies and opportunities.
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GM Advisory Group (GMAG) is an independent Registered Investment Advisor seeking a detail-oriented Wealth Management Associate to support its Client Service Team and Private Wealth Advisors.
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Wealth Strategist Annex Private Client. Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses.
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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 Job Description Position Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.
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The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
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Knowledge :Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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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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Join us in building the future of wealth management 🚀 We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day.
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Role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). Principal Wealth Manager. NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings.
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wealth management jobs Title: senior client strategist Company: Bny Mellon
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