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Wealth Management Associate
1 week 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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Entry Level Wealth Management Associate
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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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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 Manager, Ponte Vedra Beach, FL
1 week ago
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Vice President, Wealth Planner
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Implementation Consultant
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SS&C Technologies Jacksonville, United StatesSS&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 ...
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Vice President, Wealth Planner
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Vice President, Wealth Planner
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Soteriare Jacksonville, United StatesVice President, Wealth Planner - Jacksonville, FL page is loaded · Vice President, Wealth Planner - Jacksonville, FL · Apply · locations · Jacksonville, FL · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Wealth Planner ...
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Vice President, Wealth Planner
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Senior Wealth Advisor, Jacksonville, FL
1 week ago
Savvy Wealth Jacksonville, United StatesAbout 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 stream ...
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Vice President, Wealth Planner
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Vice President, Wealth Planner
2 days ago
Fidelity Investments Jacksonville, United StatesJob 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 ...
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Vice President, Wealth Planner
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Fidelity TalentSource LLC Jacksonville, United StatesJob 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 ...
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Associate - JL7583362
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Associate Personal Wealth Advisor
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eCruit Jacksonville, United StatesOverview · 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 · ...
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Associate Implementation Specialist
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SS&C Technologies Jacksonville, United StatesAssociate 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 ...
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FIS Global Jacksonville, United States OTHERPosition Type : · Full time Type Of Hire : · Experienced (relevant combo of work and education) Education Desired : · Bachelor's DegreeJob Description · We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliv ...
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Bank of America Jacksonville, United States Full timeJob 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 ...
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Senior Wealth Advisor, Jacksonville, FL
1 week ago
Mariner Jacksonville, United StatesBarron'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 ...
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Implementation Consultant
1 day ago
SS&C Technologies Jacksonville, United StatesSS&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 ...
Senior Wealth Manager, Jacksonville, FL - Savvy Wealth
Description
About the job Senior Wealth Manager, Jacksonville, 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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