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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. 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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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. Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration.
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GM Advisory Group (GMAG) is an independent Registered Investment Advisor seeking a detail-oriented Wealth Management Associate to support its Client Service Team and Private Wealth Advisors.
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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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AIS is an in-house team that provides asset management, capital solutions and corporate development services to Ares Management's strategic initiatives in insurance, including Ares' new life and annuity platform, Aspida Financial.
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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.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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About Us: We are an established Wealth Management & CPA firm, with locations in Citrus, Hernando, and Pasco County, Florida. Benefits: Health Reimbursement available, 401(k) w/ Safe Harbor Match, Long-term, Short-Term Disability insurance, Life Insurance, PTO, & Holidays, If you are a dedicated and experienced CPA Tax Accountant looking for an opportunity to grow your career and make a meaningful impact, we would love to hear from you.
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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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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Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client’s objectives while taking into consideration tax implications and risk tolerance levels.
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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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This Associate will play a key role on the Wealth Management Marketing Team and Global Marketing Paid Media COE to manage and assess media strategies, opportunities and execution for Goldman Sachs Personal Financial Management, Goldman Sachs Private Wealth Management, and Ayco Personal Financial Management advertising campaigns.
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Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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wealth management life insurance jobs Title: specialist Company: Prudential
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