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thewealthadvisor
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CountryHosted in United States
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Traffic rank#248,838 Site Rank
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Site age13 yrs old
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Traffic rank
#248,838
#248,838
Site age
13 yrs
13 yrs
Location
United States
United States
Newest job postings for thewealthadvisor
via LinkedIn
posted_at: 2 days agoschedule_type: Full-timework_from_home: 1
About Us
We believe in more than just expertise and skills; we value character and camaraderie. Our team is comprised of individuals who not only excel in their roles but also uphold our core values of dedication, collaboration, and support. At our firm, we're dedicated to fostering a positive and inclusive environment where everyone can thrive as part of a dynamic team...
Role Overview
We're currently seeking a Wealth Advisor to join our esteemed
About Us
We believe in more than just expertise and skills; we value character and camaraderie. Our team is comprised of individuals who not only excel in their roles but also uphold our core values of dedication, collaboration, and support. At our firm, we're dedicated to fostering a positive and inclusive environment where everyone can thrive as part of a dynamic team...
Role Overview
We're currently seeking a Wealth Advisor to join our esteemed team at Kayne Anderson Rudnick Investment Management, located in Salt Lake City. As a Wealth Advisor, you'll work closely with a Senior Wealth Advisor, supporting them in managing client relationships and fostering business growth.
Key Responsibilities
• Serve as the primary point of contact for a designated book of clients, ensuring exceptional service and timely communication.
• Conduct client portfolio review meetings independently, following a comprehensive training period.
• Collaborate with the Senior Wealth Advisor to provide financial planning advice and support to clients.
• Develop and implement strategies to enhance the client experience and identify opportunities for growth and referrals.
• Assist in the preparation of investment proposals and support new business development initiatives.
• Manage complex client requests and maintain proactive communication with clients.
• Participate in client events and prospective client meetings as needed.
• Contribute to ongoing projects and initiatives to support the overall growth and success of the team.
Minimum Qualifications
• Bachelor's degree in finance, economics, or a related field from an accredited institution; CFP, CPA, and/or CFA designation preferred.
• 5+ years of experience in the financial services industry with a focus on wealth advisory client service.
• Strong financial planning acumen and the ability to analyze complex financial situations.
• Excellent communication skills, both verbal and written, with a confident and articulate demeanor.
• Proficiency in Microsoft Office, financial planning platforms (e.g., eMoney), and CRM tools (e.g., Salesforce).
• FINRA Series 7 license preferred.
• Demonstrated ability to work effectively in a collaborative team environment and prioritize tasks to meet goals.
• Ethical integrity, a strong work ethic, and a commitment to professional growth and development.
Benefits
We offer a comprehensive benefits package, including:
• Competitive salary
• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings account with company match
• Flexible spending accounts
• Wellness program
• Tuition reimbursement
• Employee assistance program
• Adoption assistance
• Paid family care time
• Paid volunteer days
Join Our Team
At Kayne Anderson Rudnick, we're committed to building a diverse and inclusive workplace where all employees can thrive. We offer a supportive and empowering culture that values open communication, accessibility, and respect. If you're passionate about providing high-quality investment strategies and wealth solutions and are ready to excel in your career, we encourage you to apply.
Equal Opportunity Employer
We are an equal-opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Salary
The base salary range for this position is $120,000 - $150,000. Actual salary offer will be commensurate with education, experience, skills, geographic location, and market data alignment.
Employment Type: Full-Time Show more details...
We believe in more than just expertise and skills; we value character and camaraderie. Our team is comprised of individuals who not only excel in their roles but also uphold our core values of dedication, collaboration, and support. At our firm, we're dedicated to fostering a positive and inclusive environment where everyone can thrive as part of a dynamic team...
Role Overview
We're currently seeking a Wealth Advisor to join our esteemed team at Kayne Anderson Rudnick Investment Management, located in Salt Lake City. As a Wealth Advisor, you'll work closely with a Senior Wealth Advisor, supporting them in managing client relationships and fostering business growth.
Key Responsibilities
• Serve as the primary point of contact for a designated book of clients, ensuring exceptional service and timely communication.
• Conduct client portfolio review meetings independently, following a comprehensive training period.
• Collaborate with the Senior Wealth Advisor to provide financial planning advice and support to clients.
• Develop and implement strategies to enhance the client experience and identify opportunities for growth and referrals.
• Assist in the preparation of investment proposals and support new business development initiatives.
• Manage complex client requests and maintain proactive communication with clients.
• Participate in client events and prospective client meetings as needed.
• Contribute to ongoing projects and initiatives to support the overall growth and success of the team.
Minimum Qualifications
• Bachelor's degree in finance, economics, or a related field from an accredited institution; CFP, CPA, and/or CFA designation preferred.
• 5+ years of experience in the financial services industry with a focus on wealth advisory client service.
• Strong financial planning acumen and the ability to analyze complex financial situations.
• Excellent communication skills, both verbal and written, with a confident and articulate demeanor.
• Proficiency in Microsoft Office, financial planning platforms (e.g., eMoney), and CRM tools (e.g., Salesforce).
• FINRA Series 7 license preferred.
• Demonstrated ability to work effectively in a collaborative team environment and prioritize tasks to meet goals.
• Ethical integrity, a strong work ethic, and a commitment to professional growth and development.
Benefits
We offer a comprehensive benefits package, including:
• Competitive salary
• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings account with company match
• Flexible spending accounts
• Wellness program
• Tuition reimbursement
• Employee assistance program
• Adoption assistance
• Paid family care time
• Paid volunteer days
Join Our Team
At Kayne Anderson Rudnick, we're committed to building a diverse and inclusive workplace where all employees can thrive. We offer a supportive and empowering culture that values open communication, accessibility, and respect. If you're passionate about providing high-quality investment strategies and wealth solutions and are ready to excel in your career, we encourage you to apply.
Equal Opportunity Employer
We are an equal-opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Salary
The base salary range for this position is $120,000 - $150,000. Actual salary offer will be commensurate with education, experience, skills, geographic location, and market data alignment.
Employment Type: Full-Time Show more details...
via Indeed
posted_at: 19 days agoschedule_type: Full-time
The Role:
Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services... Compliance, Marketing, and Lead Generation to help them
The Role:
Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services... Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices. This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.
The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. Thats why youll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap.
What You'll Do:
• Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
• Transition your client book of business to the firm together with our best-in-class Client Transition Team
• Work with clients to gather data to define their financial planning and investment needs.
• Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
• Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans.
• Design, implement, and monitor long-term investment strategies and appropriate asset allocations.
• Work with first and third-party service providers across tax, trust & estate, and insurance specialties.
• Advise the Product team on your or your clients pain points to improve the platform.
Who You Are:
Must Have
• 10+ years of investment advisory experience
• An existing client book of business that you actively advise today
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry
• Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously
Nice to have
• Past professional experience at a technology company
• BS or MS in an analytical or technical degree
• Experience working with clients whose assets are in excess of $1M
• Depth of knowledge in multiple areas of financial planning
• Experience working with financial planning software
• Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast
Benefits:
• Competitive total compensation packages comprised of Revenue Participation and Equity compensation
• NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings
• Unlimited PTO & Paid Company Holidays
• Solo 401(k)
• Access to best in class medical, dental, and vision plans
• Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
• Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
• Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans. Come join our mission Show more details...
Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services... Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices. This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.
The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. Thats why youll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap.
What You'll Do:
• Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
• Transition your client book of business to the firm together with our best-in-class Client Transition Team
• Work with clients to gather data to define their financial planning and investment needs.
• Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
• Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans.
• Design, implement, and monitor long-term investment strategies and appropriate asset allocations.
• Work with first and third-party service providers across tax, trust & estate, and insurance specialties.
• Advise the Product team on your or your clients pain points to improve the platform.
Who You Are:
Must Have
• 10+ years of investment advisory experience
• An existing client book of business that you actively advise today
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry
• Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously
Nice to have
• Past professional experience at a technology company
• BS or MS in an analytical or technical degree
• Experience working with clients whose assets are in excess of $1M
• Depth of knowledge in multiple areas of financial planning
• Experience working with financial planning software
• Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast
Benefits:
• Competitive total compensation packages comprised of Revenue Participation and Equity compensation
• NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings
• Unlimited PTO & Paid Company Holidays
• Solo 401(k)
• Access to best in class medical, dental, and vision plans
• Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
• Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
• Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans. Come join our mission Show more details...
via Jooble
posted_at: 4 days agoschedule_type: Full-time
As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial professionals and advisory teams across the... country. Just like you, we are in the business
As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial professionals and advisory teams across the... country. Just like you, we are in the business of exceeding client expectations.
If you are looking for a home where your work is appreciated, where clients come first and where you have a level of personalized support that allows you to thrive, you’ll find it – and more – at SageView
POSITION SUMMARY
The Wealth Management Associate will report directly to the Managing Director and play a crucial role in supporting the wealth management process. In this capacity, the Wealth Management Associate, will assist the Managing Director by overseeing tasks related to client relationships. This will involve the collection, organization, and evaluation of client data, as well as the creation of financial reports, financial plans, and various deliverables.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
Facilitates the client by organizing and overseeing every stage of the client journey, actively engaging in client meetings, and ensuring through follow up.
Supports the team’s business development efforts.
Executes client requests, updates client information, and follows up on open items for advisors and other clients.
Builds a strong wealth management acumen with an understanding of SageView’s philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax, and philanthropic planning considerations.
Prepares client meeting material and attends client and/or prospect meetings.
Collaborates with the internal trading and operations team to ensure client service standards are met and portfolios are executed in alignment with client expectations.
Associates and/or various internal and external parties as needed.
Provides diligent documentation of client communication and utilizes CRM software.
Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
Provides on-demand and scheduled reports to advisors and clients, as requested.
Tracks and completes any special projects throughout the year as needed.
SKILLS & ABILITIES
Education:
Bachelor’s degree in Finance, Business, Accounting or a similar field (preferred)
Series 7, 65, or 66
CFP or progress towards designation
Experience:
2 years of experience within Wealth Management
Broker Dealer Experience (preferred)
Computer Skills:
Microsoft Office
(Outlook, Word, Teams, Zoom, Excel)
Experience with E-Money, Tamarac, Fidelity, Schwab, Redtail, or similar CRM
#J-18808-Ljbffr Show more details...
If you are looking for a home where your work is appreciated, where clients come first and where you have a level of personalized support that allows you to thrive, you’ll find it – and more – at SageView
POSITION SUMMARY
The Wealth Management Associate will report directly to the Managing Director and play a crucial role in supporting the wealth management process. In this capacity, the Wealth Management Associate, will assist the Managing Director by overseeing tasks related to client relationships. This will involve the collection, organization, and evaluation of client data, as well as the creation of financial reports, financial plans, and various deliverables.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
Facilitates the client by organizing and overseeing every stage of the client journey, actively engaging in client meetings, and ensuring through follow up.
Supports the team’s business development efforts.
Executes client requests, updates client information, and follows up on open items for advisors and other clients.
Builds a strong wealth management acumen with an understanding of SageView’s philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax, and philanthropic planning considerations.
Prepares client meeting material and attends client and/or prospect meetings.
Collaborates with the internal trading and operations team to ensure client service standards are met and portfolios are executed in alignment with client expectations.
Associates and/or various internal and external parties as needed.
Provides diligent documentation of client communication and utilizes CRM software.
Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
Provides on-demand and scheduled reports to advisors and clients, as requested.
Tracks and completes any special projects throughout the year as needed.
SKILLS & ABILITIES
Education:
Bachelor’s degree in Finance, Business, Accounting or a similar field (preferred)
Series 7, 65, or 66
CFP or progress towards designation
Experience:
2 years of experience within Wealth Management
Broker Dealer Experience (preferred)
Computer Skills:
Microsoft Office
(Outlook, Word, Teams, Zoom, Excel)
Experience with E-Money, Tamarac, Fidelity, Schwab, Redtail, or similar CRM
#J-18808-Ljbffr Show more details...
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