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The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. As part of the Private Client team, the Wealth Strategist works with clients and their external accountants, attorneys, and other advisors to design and deliver on planning strategies and opportunities.
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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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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 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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Job Description Job Description 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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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. NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings.
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This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
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Leverages the firm’s tools and resources to develop effective marketing and communications that promote the Financial Advisor/Private Wealth Advisor team, while aligning with current branding and positioning of Morgan Stanley.
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Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.
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Morgan Stanley is a global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Asset Management.
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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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Business development and client management experience in the " Owner / Operator " client demographic, especially as to the "dual value-add" for this demographic of wealth management PLUS business exit planning and M&A.
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wealth management jobs Title: senior client strategist Company: Morgan Stanley
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