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The Financial Planning Coordinator 's primary responsibility is to act as the liaison between Wealth Management Advisors and emoney clients of Wealth Management to ensure connections are up-to-date, to ensure accurate data entry within emoney and to enhance effective communication between Wealth Management, the client and the steward when appropriate.
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Consulting, Aladdin, eFront, Asset Management, Wealth Management, Aladdin, eFront, Private Equity, Alternative Investment, Fixed Income, Equities, Derivatives, OMS, PMS, Fund Admin.
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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.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 83 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. 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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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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Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included) 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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This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. Work with first and third-party service providers across tax, trust & estate, and insurance specialties.
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Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast.
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Transition your client book of business to the firm together with our best-in-class Client Transition Team. Thats why youll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap.
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wealth management jobs Title: investment analyst Company: Lincoln Financial Group
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