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Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX. The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients.
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The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation.
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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.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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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). 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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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 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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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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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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Savvy Wealth is a cutting-edge technology-focused RIA seeking its next Founding Principal Wealth Manager in the burgeoning Seattle market. 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.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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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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wealth job Title: investment analyst Company: Rbc
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