Jobs
>
Jacksonville

    Senior Wealth Advisor, Jacksonville, FL - Savvy Wealth

    Savvy Wealth
    Savvy Wealth Jacksonville, United States

    1 week ago

    Default job background
    Description
    About the job Senior Wealth Advisor, Jacksonville, FL

    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 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
  • Citigroup Inc

    Wealth Solutions Advisor

    1 week ago

    Citigroup Inc Jacksonville, United States

    The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and b ...

  • Citibank

    Wealth Solutions Advisor

    1 week ago

    Citibank Jacksonville, United States

    The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and b ...

  • Citigroup Inc

    Wealth Solutions Advisor

    1 week ago

    Citigroup Inc Jacksonville, United States

    The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and b ...

  • eCruit

    Associate Personal Wealth Advisor

    1 week ago

    eCruit Jacksonville, United States

    Overview · Reference · APWA1 · Salary · $40,000 - $65,000/annum · Job Location · - United StatesFloridaJacksonville · Job Type · Permanent · Posted · 09 April 2024 · Associate Personal Wealth Advisor - $40,000-$65,000 + Benefits- Fleming Island, FL (Office based) · The Role · ...

  • Mariner

    Senior Wealth Advisor, Jacksonville, FL

    1 week ago

    Mariner Jacksonville, United States

    Barron'sTop RIA Firms: Barron's · awarded2023 #4, #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiledfor MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MHregistered investment adviser subsidiar ...

  • Savvy Wealth

    Senior Wealth Advisor, Ponte Vedra Beach, FL

    1 week ago

    Savvy Wealth Ponte Vedra Beach, United States

    About the job Senior Wealth Advisor, Ponte Vedra Beach, FL · 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 s ...

  • Savvy Wealth

    Senior Wealth Manager, Jacksonville, FL

    1 week ago

    Savvy Wealth Jacksonville, United States

    About the job Senior Wealth Manager, Jacksonville, FL · 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 stream ...

  • Bank of America

    Merrill Advisory Development Program Oversight Principal

    3 weeks ago

    Bank of America Jacksonville, United States Full time

    Job Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...

  • Fidelity TalentSource LLC

    Vice President, Wealth Planner

    1 week ago

    Fidelity TalentSource LLC Jacksonville, United States

    Job Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner r ...

  • SS&C Technologies

    Implementation Consultant

    6 days ago

    SS&C Technologies Jacksonville, United States

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...

  • Roguesearch

    Financial Advisor

    1 week ago

    Roguesearch Jacksonville, United States

    Financial Advisor · Jacksonville, FL · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network for rapid growth from local leads. Must ...

  • ViziRecruiter

    Senior Financial Advisor

    1 week ago

    ViziRecruiter Jacksonville, United States

    Introduction · RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation · Overview If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could b ...

  • Equitable Advisors

    Entry-Level Financial Advisor Leadership Program

    1 week ago

    Equitable Advisors Jacksonville, United States

    Equitable Advisors- Entry Level Financial Advisor Leadership Program · Are you interested in building your own client network of clients within a team-based atmosphere and becoming a high performing wealth manager and financial consultant? Are you also interested in an accelerate ...

  • SS&C Technologies

    Associate Implementation Specialist

    1 week ago

    SS&C Technologies Jacksonville, United States

    Associate Implementation Specialist · Locations: Jacksonville, FL | Hybrid | Remote FL · Get To Know The Team: · SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking an Associate Specialist to join our indus ...

  • Fidelity TalentSource LLC

    Vice President, Wealth Planner

    2 weeks ago

    Fidelity TalentSource LLC Jacksonville, United States

    Job Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner r ...

  • SS&C Technologies

    Implementation Consultant

    1 day ago

    SS&C Technologies Jacksonville, United States

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...

  • Fidelity Investments

    Vice President, Wealth Planner

    2 days ago

    Fidelity Investments Jacksonville, United States

    Job Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner r ...

  • Fidelity TalentSource LLC

    Vice President, Wealth Planner

    4 days ago

    Fidelity TalentSource LLC Jacksonville, United States

    Job Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner r ...

  • Revision Wealth Management

    Financial Advisor Incredible Opportunity

    1 day ago

    Revision Wealth Management Jacksonville, United States

    Job Description · Job DescriptionSalary: · We Don't Want Your Clients, Zero Prospecting, Top Salary/Comp, Rapid Development · [ABOUT US] · Revision Wealth Management () is a privately owned, independent retirement planning, wealth management firm expanding into the Jacksonville, ...

  • Equitable Holdings

    Wealth Management Associate

    1 week ago

    Equitable Holdings Jacksonville, United States

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...