Wealth Management Specialist, Sr. jobs in Albany, GA

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Principal Wealth Manager, Moultrie
  • Savvy Wealth
  • Moultrie, GA 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 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.

  • 18 Days Ago

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Lawn Care Professional
  • The Lawn Specialist
  • Albany, GA FULL_TIME
  • Weed eat without scalping Proficient at trimming hedges Experienced zero turn operator Driver pay higher Drivers license a plus Be on time and consistent with work attendance Must have overall Lawn Ca...
  • 21 Days Ago

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Inventory Management Specialist
  • US Defense Logistics Agency
  • Albany, GA FULL_TIME
  • Duties Serves as the material support point of contact (POC) for maintenance customers. Provides long range, mid-range, and short term material support planning, for established and future production ...
  • Just Posted

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Energy Sales Specialist – Cobb, Atlanta GA
  • FCI Management
  • Cobb, GA FULL_TIME
  • POSITION: Commercial Energy Efficiency Lighting Specialist – Atlanta Georgia - Atlanta Metro Area INDUSTRY: Energy Sector LOCATION: Atlanta, Georgia - Atlanta Metro Area -Local Candidates OnlyNo Reloc...
  • 15 Days Ago

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Agriculture Compliance Specialist 1 -Retail Compliance Specialist
  • Retail Compliance Specialist - Team Georgia Careers
  • Tifton, GA FULL_TIME
  • We at the Georgia Department of Agriculture (GDA) take our responsibilities to you very seriously and are committed to protecting and promoting Georgia's agriculture through superior service and leade...
  • 17 Days Ago

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Treasury Management Client Support Specialist
  • The First Bank
  • Moultrie, GA FULL_TIME
  • Job Summary: The primary responsibility of this job is assisting in implementation of all Treasury Management products as well as ongoing servicing of existing Treasury Management clients. Additional ...
  • Just Posted

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0 Wealth Management Specialist, Sr. jobs found in Albany, GA area

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Registered Nurse
  • Archbold Medical Center
  • Camilla, GA
  • Registered Nurse (RN) - Archbold Living Camilla RECRUITMENT INCENTIVES AVAILABLE Position Description: Triage/admit pati...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Moultrie, Georgia
  • MileHigh Adjusters Houston Inc
  • Moultrie, GA
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/28/2024 12:00:00 AM

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Outside Sales Representative
  • LMC-Ag
  • Albany, GA
  • Company Description LMC-Ag is a family owned manufacturing company located in Albany, Ga with a product based around agr...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Albany, GA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/28/2024 12:00:00 AM

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Travel Nurse RN - Med Surg - $1,942 per week
  • PRN Healthcare
  • Albany, GA
  • Uniti Med is seeking a travel nurse RN Med Surg for a travel nursing job in Albany, Georgia. Job Description & Requireme...
  • 3/28/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Albany, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/26/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Leesburg, GA
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 3/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Americus, GA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/15/2024 12:00:00 AM

Albany is a city in the U.S. state of Georgia. Located on the Flint River, it is the seat of Dougherty County. Located in southwest Georgia, it is the principal city of the Albany, Georgia metropolitan area. The population was 77,434 at the 2010 U.S. Census, making it the eighth-largest city in the state. It became prominent in the nineteenth century as a shipping and market center, first served by riverboats and then by railroads. Seven lines met in Albany, and it was a center of trade in the Southeast. It was part of the Black Belt, the extensive area in the Deep South of cotton plantations....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$101,579 to $145,557
Albany, Georgia area prices
were up 1.5% from a year ago