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Team Administrator
4 days ago
Morgan Stanley Glens Falls, United StatesTeam Administrator** · Job Number: · 3252362 · POSTING DATE: May 10, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-Glens Falls · EDUCATION LEVEL: Refer to Position Description · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DE ...
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Accounting Department
4 days ago
WDR CPA's & Business Advisors Queensbury, United StatesWDR CPA's & Business Advisors of Queensbury, NY is searching for a self-motivated professional to join our team as a Staff Accountant. WDR's audit and financial statement practice is focused around client service and education. · This position is ideal for a career-oriented indiv ...
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Group Director
5 days ago
Morgan Stanley Glens Falls, United StatesPOSITION 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 respo ...
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Client Service Associate
2 days ago
Morgan Stanley Glens Falls, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
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Advanced Process Control
3 days ago
ANDRITZ Glens Falls, United States Location FlexibleEvery day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our cli ...
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Industrial Digitalization Engineer
4 days ago
ANDRITZ AG Glens Falls, United StatesEvery day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our cli ...
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Chief Operating Officer
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Investment Operations
3 days ago
Quartz Partners Investment Management Saratoga Springs, United StatesDescription · The Investment Operations Associate position is located in Saratoga Springs, NY and the position is responsible for aiding private wealth advisors in client service operations, including onboarding, and maintaining client accounts, trading, reporting, and portfolio ...
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Investment Operations
3 days ago
Quartz Partners Investment Saratoga Springs, United StatesDescription · The Investment Operations Associate position is located in Saratoga Springs, NY and the position is responsible for aiding private wealth advisors in client service operations, including onboarding, and maintaining client accounts, trading, reporting, and portfolio ...
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Investment Operations
5 days ago
Quartz Partners Investment Saratoga Springs, United StatesDescription · The Investment Operations Associate position is located in Saratoga Springs, NY and the position is responsible for aiding private wealth advisors in client service operations, including onboarding, and maintaining client accounts, trading, reporting, and portfolio ...
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Merger Marketing Lead
5 days ago
Cerity Partners Saratoga Springs, United StatesJob Details · Level · Experienced · Job Location · Saratoga Springs Office - Saratoga Springs, NY · Salary Range · $90, $120,000.00 · Job Category · Marketing · Description · The Merger Marketing Lead will be responsible for the full Cerity Partners merger lifecycle from th ...
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Merger Marketing Lead
5 days ago
Cerity Partners Wevertown, United States Full timeJob Details · Level · Experienced · Job Location · Saratoga Springs Office - Saratoga Springs, NY · Salary Range · $90, $120,000.00 · Job Category · Marketing · Description · The Merger Marketing Lead will be responsible for the full Cerity Partners merger lifecycle from ...
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Blood Bank Supervisor
1 day ago
Albany Medical Center Buskirk, United StatesDepartment/Unit: · Blood BankWork Shift: · Day (United States of America)Salary Range: Min. $38.53/hr - Max $63.58/hr · The Supervisor manages the day-to-day operations of the department based on patient care needs, and regulatory and quality standards. The Supervisor has experti ...
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Engineer IV
1 week ago
Edward Jones Hallsville, United StatesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our cl ...
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Individual Product Advisor
1 day ago
MVP Health Care Saratoga County, United StatesIndividual Product Advisor · Albany County, NY, USA · • Headquarters Office, 625 State Street, Schenectady, New York, United States of America · • Saratoga County, NY, USA Req #2016 · Monday, May 6, 2024 · Over 35 years strong and fueled by 1,700 smart, passionate employees acr ...
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Investment Analyst
1 week ago
PraxisAuril Cambridge, United StatesWest Cambridge | Between £38,000 - £41,700|Full time, Permanent | Hybrid 3 days in office · Be a part of bringing world-changing innovations to life at Cambridge Enterprise · Why Cambridge Enterprise? · We are at the heart of Europe's most successful research and technology clust ...
Senior Financial Advisor, Glens Falls - Savvy Wealth
Description
Job DescriptionJob Description The 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 Financial 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
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