3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of list founders & executives from the technology & wealth management industry.

Key Responsibilities and Duties 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.

Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.

The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

The Wealth Advisor shares the organization’s commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minimization, risk management, budgeting, and generational wealth education.

The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.

The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support.

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.

The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD.

The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff.

Meet Some of Our Local Southwest Michigan Leaders, the Heartbeat of Our Business:Sharon Yoder, Managing Director & Wealth Management Advisor:How long with NM? Steve Lowe, Wealth Management Advisor:How long with NM.

This job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities.

Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.

Working knowledge of counterparty credit risk management - including collateral management, margining, netting, etc. Strong understanding of liquidity and asset & liability management and experience managing of associated risks.

Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferencesEngage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes.