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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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Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.
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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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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.
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The Principal Wealth Manager 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. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters quality time with clients.
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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). 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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Principal Wealth Manager. 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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A Best-in-Class FinTech Wealth Management Platform with Charles Schwab as Funds Custodian, Amplify as Turnkey Asset Management Platform (TAMP), S&P for Market Intelligence, Markel for Insurance, and Evalueserve for Research Support & Analytics.
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Review and analyze a clients current financial situation 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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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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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.
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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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Join us in building the future of wealth management 🚀 Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66) Unlimited PTO, 401(k), and top health insurance plans.
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wealth management jobs Title: wealth management associate Company: J P Morgan
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