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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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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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Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth and Ultra High Net Worth families.
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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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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 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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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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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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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). 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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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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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 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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Title: wealth advisor Company: Truist
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