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Wealth Management Associate
3 weeks ago
Equitable Holdings Jacksonville, United StatesEquitable 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 ...
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Stellar Innovations Palm Valley, United States**About allod Real Estate and Asset Management GmbH & Co. KG: ** · Founded in 1992, our real estate company has a wealth of valuable experience. Other attributes such as passion, commitment, and expertise make allod one of the best addresses when it comes to real estate. · Curren ...
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Senior Wealth Manager, Jacksonville, FL
3 weeks ago
Savvy Wealth Jacksonville, United StatesAbout 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 ...
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Senior Wealth Manager, Jacksonville, FL
1 week ago
Savvy Wealth Jacksonville, United StatesAbout 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 ...
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Entry Level Wealth Management Associate
3 weeks ago
Equitable Advisors Jacksonville, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
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Registered Wealth Management Client Associate
3 weeks ago
Bank of America Jacksonville, United States Full timeDescription · : · This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, w ...
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Senior Wealth Advisor, Ponte Vedra Beach, FL
3 weeks ago
Savvy Wealth Ponte Vedra Beach, United StatesAbout 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 ...
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Registered Client Associate
3 weeks ago
UBS Ponte Vedra, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Registered Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prep ...
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Associate Branch Manager
3 days ago
Ameriprise Financial Ponte Vedra Beach, United StatesMaintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice. Drive profitable organic gro Branch Manager, Associate, Ma ...
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Business Services Representative
1 week ago
First Citizens Bank Ponte Vedra Beach, United StatesOverview: · Forever Strong. What sets First Citizens apart? · Strong leadership, enduring values and a commitment to helping people and businesses prosper. · The Business Services Representative is responsible for providing cash management solutions to commercial and business ban ...
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Divisional Governance Specialist
1 week ago
Wells Fargo Ponte Vedra Beach, United StatesAbout this role: · Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at · In this role you will: · * Be responsible for reviewing all compliance s ...
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Registered Client Service Associate
3 weeks ago
Morgan Stanley Ponte Vedra Beach, United StatesJob Description - Registered Client Service Associate** · Job Description · Registered Client Service Associate** · Job Number: · Job Number: · 3248717 · Posting Date · Posting Date · : · Apr 17, 2024 · Primary Location · Primary Location · : · Americas-United States of ...
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Registered Client Service Associate
4 weeks ago
Morgan Stanley Ponte Vedra Beach, United States*POSITION SUMMARY* · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing t ...
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Associate Branch Manager
4 days ago
Ameriprise Financial Ponte Vedra Beach, United StatesThe Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and ret ...
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Lawn Care Technician
4 days ago
Nader's Pest Raiders Jacksonville, United States**Lawn Care Technician** · Our technicians enjoy a **company vehicle** and other benefits including: · - ** generous time off,**: · - **paid holidays,**: · - **401(k) with company match, Roth IRA,**: · - **medical, dental, and vision insurance,**: · - **high deductible HSA,**: · ...
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Lawn Care Technician
1 day ago
Nader's Pest Raiders Jacksonville Beach, United StatesTITLE Lawn Care Technician · Department Jax Beach FL · Location 922 8th Avenue South, Jacksonville Beach, FL, USA · Pay per year · Employment Type Nader's Pest Raiders - Region Jax Beach FL | | | 922 8th Avenue South, Jacksonville Beach, FL, USA | | | Full Time | | | $ $48000 ...
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Lawn Care Technician
2 weeks ago
Nader's Pest Raiders Jacksonville Beach, United StatesTITLE Lawn Care Technician · Department Jax Beach FL · Location 922 8th Avenue South, Jacksonville Beach, FL, USA · Pay per year · Employment Type Nader's Pest Raiders - Region Jax Beach FL | | | 922 8th Avenue South, Jacksonville Beach, FL, USA | | | Full Time | | | $ $48000 ...
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Lawn Care Technician
1 day ago
Nader's Pest Raiders Jacksonville Beach, United StatesJob Description · TITLE Lawn Care Technician · Department Jax Beach FL · Location 922 8th Avenue South, Jacksonville Beach, FL, USA · Pay per year · Employment Type Nader's Pest Raiders - Region Jax Beach FL | | | 922 8th Avenue South, Jacksonville Beach, FL, USA | | | Full T ...
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Lawn Care Technician
2 weeks ago
Nader's Pest Raiders Jacksonville Beach, United StatesJob Description · TITLE Lawn Care Technician · Department Jax Beach FL · Location 922 8th Avenue South, Jacksonville Beach, FL, USA · Pay per year · Employment Type Nader's Pest Raiders - Region Jax Beach FL | | | 922 8th Avenue South, Jacksonville Beach, FL, USA | | | Full T ...
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Lawn Care Technician
3 weeks ago
Arrow Exterminators Jacksonville Beach, United States Full timeLawn Care Technician · Jax Beach FL · 922 8th Avenue South, Jacksonville Beach, FL, USA · per year · Full Time · Lawn Care Technician · Nader's Pest Raiders is looking to hire a full-time Lawn Care Technician to provide uncompromised service to Lawn and Ornamental customers by ...
Senior Wealth Manager, Ponte Vedra Beach, FL - Savvy Wealth
Description
About the job Senior Wealth Manager, Ponte Vedra Beach, FLThe 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 Manager, 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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