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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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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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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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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
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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.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 83 days ago - UpvoteDownvoteShare Job
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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.
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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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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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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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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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wealth management jobs Title: investment analyst Company: Macquarie Group Limited
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