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In Wealth and Market Infrastructure, we are the backbone of our clients' capital markets and payments capabilities, playing a core role in collateral management, markets, and treasury services and our Pershing business is the leading wealth technology provider.
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Growth Ventures, building on this foundation and in partnership with other businesses including Investment Management, Asset Servicing, and Pershing, is bringing to market a new software-led, API-first solution for the alternative investment and wealth management ecosystems.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Knowledge of wealth management, fixed income, public finance, equity trading, regulatory reporting, commodities, and/or options is preferred. Provide compliance support for wealth management, fixed income, public finance, equity trading, options, or commodities business lines.
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Our entry level Wealth Management Associate training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions.
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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.
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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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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. Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration.
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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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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. 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.
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Review and analyze a clients current financial situation 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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Savvy Wealth is seeking a Lead Financial Advisor in the vibrant heart of Miami, where the fusion of cultures, business, and innovation have created exciting new opportunities in wealth management.
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2-3 years experience of working as a Paraplanner in an IFA or Wealth Management Practice. This practice requires an experienced Paraplanner (Ideally with Chartered Status) who is client facing, and willing to nurture and develop relationships with existing clients overseeing their complete wealth management requirements alongside an IFA. You will ensure that their wealth management needs are met, and that they continue to use and recommend this company’s services.
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We welcome those with experience in jobs such as Field Client Relationship Manager, Bilingual Customer Service , and Billing and Posting Clerk and others in the Accounting and Finance to apply.
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wealth management jobs Title: branch manager Company: Us Bank
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