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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 welcome those with experience in jobs such as Field Client Relationship Manager, Senior Accountant, and Accounting Assistant and others in the Accounting and Finance to apply. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our 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. NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings.
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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. Transition your client book of business to the firm together with our best-in-class Client Transition Team.
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Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. An existing client book of business that you actively advise today. 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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Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included) This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.
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Work with first and third-party service providers across tax, trust & estate, and insurance specialties. Design, implement, and monitor long-term investment strategies and appropriate asset allocations.
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
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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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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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wealth management jobs Title: senior client strategist Company: Stifel Nicolaus
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