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We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of list founders & executives from the technology & wealth management industry.
$1,000,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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His experience as both a wealth manager and investment strategist, combined with his dedication to providing the highest level of analytical research, will prove invaluable to our advisor and client community, helping them to better understand.
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The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams.
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BMSS Wesson Wealth Solutions (BWWS) is a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach in the financial services industry empowers our team members to excel.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Some of your key responsibilities include: Relationship Management:Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We’re Ur Wealth , an innovative FinTech startup on a mission to democratize wealth management by providing family office-level services to a broader audience through advanced technology and AI. We're in the early stages of our journey, and we're looking for visionary leaders to join our founding team and help shape the future of wealth management.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. This role meets with clients on a periodic basis or as requested by the wealth advisor.
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Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.
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The Senior Wealth Advisor 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. 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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We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
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A successful candidate would be familiar with UK/EEA financial services/private bank/wealth management regulation and legal principles and have a good understanding of Capital Markets products.
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Knowledge of multiple aspects of Wealth Impact Planning and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. The ideal candidate recognizes the unique opportunity offered here to learn from and grow with a well-established wealth advisory team serving the retiree, high net worth ("HNW") and affluent markets.
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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. Savvy Wealth is seeking an entrepreneurial-minded Principal Wealth Manager in Salt Lake City to serve the burgeoning market.
$1,000,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs of these clients.
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wealth job Company: Guidehouse in AR, France
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