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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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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 believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. 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. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
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Competitive total compensation packages comprised of Revenue Participation and Equity compensation. Unlimited PTO & Paid Company Holidays. Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry.
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NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings. Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included.
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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
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The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minimization, risk management, budgeting, and generational wealth education.
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Join us in building the future of wealth management 🚀 Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66) Unlimited PTO, 401(k), and top health insurance plans.
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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). Principal Wealth Manager. 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.
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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. This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Candidates must have deep, multigenerational consultative experience in family advisory including wealth planning/coordination, family risk management, family governance, stewardship and family education, and trust administration.
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wealth management jobs Title: associate Company: Robert Half
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