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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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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
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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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Join us in building the future of wealth management 🚀 Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66) Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66.
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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. 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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Unlimited PTO & Paid Company Holidays. Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry. NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings.
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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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Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management.
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wealth management jobs Title: investment analyst Company: First Republic
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