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We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of list founders & executives from the technology & wealth management industry.
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The Senior Wealth Advisor 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. 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.
$1,000,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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We are a rapid growing RIA seeking a Wealth Paraplanner to join our team. RIA seeks a full-time Wealth Paraplanner. This Wealth Paraplanner position will liaise with our financial planning, operations, marketing, tax, and investment management teams in successfully delivering daily initiatives and solutions to support a team of senior Wealth Advisors and their clients.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month 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. Savvy Wealth is seeking an entrepreneurial-minded Principal Wealth Manager in Salt Lake City to serve the burgeoning market.
$1,000,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. As a Wealth Management Associate, you will play an integral role in the success of Citadel.
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The Wealth Management Associate must be team-oriented, service-minded, a self-starter, have strong analytical skills, and be detail-oriented. Tenet Wealth Partners, a fast-growing, independent wealth advisory and financial planning firm based in Champaign, Illinois, seeks to add a motivated, career-focused Wealth Management Associate to join our team and support our delivery of financial planning and investment advisory services to our clients.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS),CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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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. 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.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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The Wealth Advisor I works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
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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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Work in close collaboration with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client’s wealth plan.
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Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs of these clients.
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Expands existing client relationships and helps Merrill advisors acquire new assets with high- or ultra-high net worth clients and prospects who are interested in wealth planning. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients). Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
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wealth job Title: analyst Company: Rbc
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