Senior Wealth Manager, Anchorage, AK
Job Posting for Senior Wealth Manager, Anchorage, AK at Savvy Wealth
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 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
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
- 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
- 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
Salary : $100,000 - $499,000
Senior HSE Manager Anchorage, AK
Worley Careers -
Anchorage, AK
Mechanical Engineering Intern - Anchorage Fab Shop, AK
Anchorage Fab Shop, AK - Worley Careers -
Anchorage, AK
Pipe Welder (NOT Rotational) - Anchorage Fab Shop, AK
Anchorage Fab Shop, AK - Worley Careers -
Anchorage, AK
Estimate Salary for Senior Wealth Manager, Anchorage, AK in Anchorage, AK
$182,627 (Medium)
$156,370 (25th)
$208,885 (75th)
For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs that are on the Senior Wealth Manager, Anchorage, AK career path.
Click the checkbox next to the jobs that you are interested in.
Sign up to receive alerts about other jobs with skills like those required for the Senior Wealth Manager, Anchorage, AK.
Click the checkbox next to the jobs that you are interested in.
-
Financial Analysis Skill
-
Income Estimation: $122,254 - $232,446
-
Income Estimation: $142,057 - $192,578
-
-
Financial Forecasting Skill
-
Income Estimation: $112,416 - $259,811
-
Income Estimation: $144,265 - $198,332
-
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles
Skills Library
Job openings at Savvy Wealth
Savvy Wealth
Fairfield, CT
Full Time
Savvy Wealth
East Syracuse, NY
Full Time
Savvy Wealth
East Rochester, NY
Full Time
Savvy Wealth
Eureka, CA
Full Time
Not the job you're looking for? Here are some other Senior Wealth Manager, Anchorage, AK jobs in the Anchorage, AK area that may be a better fit.
We don't have any other Senior Wealth Manager, Anchorage, AK jobs in the Anchorage, AK area right now.
Anchorage, AK, Anchorage, AK
Fabrication Shop Quality Supervisor (Construction) - Anchorage, AK
Anchorage, AK - Worley Careers, Anchorage, AK