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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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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). 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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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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Referral sources include partnerships in retail, private banking, commercial and wealth management lines of business, as well as external centers of influence like attorneys, CPAs, and other advisors.
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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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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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The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. The Wealth Strategist will lead the recommendation of strategies within his/her area of expertise.
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The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with Lead Relationship Manager, if any.
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The Role: 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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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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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. 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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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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This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. 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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Specific Duties & ResponsibilitiesIn support of the i-teams bold, innovative strategy to jointly drive climate action and advance racial wealth equity, including greenhouse gas reduction strategies, the Civic Designer will,Guide i-team colleagues, together with collaborators in government and in the community, through a rigorous innovation process, including research, synthesis and framework development, idea generation, prototyping, and testing.
$62,300 - $109,000 a year depends on experienceFull-timeExpandApply NowActive JobUpdated 6 days ago
wealth job Title: business development Company: Edward Jones
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