-
Wealth Advisor
3 weeks ago
Citigroup Inc San Antonio, United StatesThe Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expe ...
-
Wealth Advisor
3 weeks ago
SWBC San Antonio, United StatesSWBC is seeking a results-oriented, highly motivated self-starter who works with affluent and high net worth clients, identifying needs, developing relationships, reviewing goals, and preparing financial plans and recommendations that align with the goals of both existing and pro ...
-
Senior Wealth Advisor
2 weeks ago
Judson Group San Antonio, United StatesJudson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. Th ...
-
Senior Wealth Advisor
3 weeks ago
Judson Group San Antonio, United StatesJudson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a · Senior Wealth Advisor – CFP . This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions ...
-
Financial Advisor, Wealth Management
1 week ago
Pop-Up Talent San Antonio, United StatesRelationship Manager · Remote in San Antonio, TX · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any l ...
-
Financial Advisor, Wealth Management
3 days ago
Pop-Up Talent San Antonio, United StatesRelationship Manager · Remote in San Antonio, TX · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any ...
-
Financial Advisor, Wealth Management
1 week ago
Pop-Up Talent San Antonio, United StatesRelationship Manager · Remote in San Antonio, TX · Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where ...
-
Group Director
2 weeks ago
Morgan Stanley San Antonio, TX, United States Full timePOSITION SUMMARY: · The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team · This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and re ...
-
Insurance Benefits Advisor
1 week ago
Advisors San Antonio (RTL-SA) Shavano Park, United StatesJob Description · Job Description · Make The Difference: · Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater Our Benefit Advisors can m ...
-
Insurance Benefits Advisor
2 weeks ago
Advisors San Antonio (RTL-SA) Shavano Park, United StatesJob Description · Job Description Make The Difference: · Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater Our Benefit Advisors can make ...
-
Senior Wealth Manager, San Antonio, TX
3 weeks ago
Savvy Wealth San Antonio, United StatesThe Opportunity · Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketi ...
-
Entry Level Financial advisor
4 days ago
Equitable Advisors LLC San Antonio, United StatesEquitable Advisors, The Opportunity for Women · The Financial Professional(FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, co ...
-
Tax Director
2 weeks ago
Forvis San Antonio, United States& Requirements · FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth ...
-
Tax Director
3 weeks ago
FORVIS San Antonio, United States& Requirements · FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth ...
-
Regional Wealth Management Consultant
3 weeks ago
Capital Group San Antonio, United States"I can succeed as a Regional Wealth Management Consultant at Capital Group." · As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of North American Client Group (NACG) sales goals and covering a defined ...
-
Regional Wealth Management Consultant
3 weeks ago
Capital Group San Antonio, United States"I can succeed as a Regional Wealth Management Consultant at Capital Group." · As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of North American Client Group (NACG) sales goals and covering a defined ...
-
Equitable Advisors Financial Advisor- Management
3 weeks ago
Equitable Advisors LLC San Antonio, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional/Wealth Management Associ ...
-
Executive Assistant
2 weeks ago
Seasons Wealth San Antonio, United StatesExecutive Assistant · Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule, and organize a calend ...
-
Internal Wealth Generalist
1 week ago
Capital Group San Antonio, United States"I can succeed as an Internal Wealth Generalist at Capital Group." · As one of our Internal Wealth Generalists, you'll play a critical role in providing sales support to our Wealth Management business units and completing sales activities, with a variety of stakeholders includi ...
-
Internal Wealth Generalist
1 week ago
Capital Group San Antonio, United States"I can succeed as an Internal Wealth Generalist at Capital Group." · As one of our Internal Wealth Generalists, you'll play a critical role in providing sales support to our Wealth Management business units and completing sales activities, with a variety of stakeholders includi ...
Senior Wealth Advisor, Bulverde, TX - Savvy Wealth
Description
About the job Senior Wealth Advisor, Bulverde, TXThe Opportunity
Savvy Wealth is a technology-driven RIA shaping the future of wealth management.
We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry.You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform.
This is a unique opportunity to have a voice in building the product you use every day.What You'll Do
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
Develop new HNW client relationships through Savvy's marketing and lead generation programs
Provide comprehensive financial planning and investment management advice to clients
Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
Partner with our user research and design teams to optimize the client experience and platform UI/UX
Who You Are
10+ years of experience as a financial advisor
Manage a portable book of business with $15M+ in AUM
Certified Investment Adviser Representative (Series 65 or 66)
Passionate about using technology to deliver better financial outcomes
Thrive in a fast-paced, entrepreneurial environment
Why Savvy
Competitive total comp:
$100,000 - $499,000 K salary + revenue participation + equity
Dedicated NYC office in Union Square for client meetings
Unlimited PTO, 401(k), and top health insurance plans
Opportunity to drive innovation at a disruptive, VC-backed fintech startup
Commitment to diversity - we're actively recruiting more women to our advisor force
Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join us in building the future of wealth management
#J-18808-Ljbffr