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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. This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support.
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As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The High Net Worth (HNW) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise.
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Additionally, the individual will be responsible for transitioning the day-to-day management of the client to a assigned Wealth Manager. The Associate Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence.
$58,900 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor.
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O Our elite benefits and wealth-building programs. LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. o Our broker/dealer powered by one of the world’s largest broker/dealers LPL.
ExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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Who We Are NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
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Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies. Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals.
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In Macquarie Asset Management, you will join a global asset manager that aims to deliver positive impact for everyone. A career at Macquarie means you’ll have the opportunity to develop new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure.
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By creating an open, next-generation fintech platform, FIS expands its solution offerings that can be embedded in any application that supports our clients' financial services processes - from payments to banking to wealth to capital markets The Sales Operations team enables the end-to-end sales experience for all prospects across the Platforms and Enterprise products line of business.
ExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Serve as liaison with Wealth Management (WM) tax preparer. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
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wealth manager jobs in Philadelphia, PA
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