Wealth Management Specialist jobs in Bradenton, FL

Wealth Management Specialist 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 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 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. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Principal Wealth Manager, Bradenton
  • Savvy Wealth
  • Bradenton, FL 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.

  • 25 Days Ago

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Fiscal Specialist - Property Management
  • Manatee County Government
  • Bradenton, FL FULL_TIME
  • Financial Management Department (FMD) – Fiscal Specialist-Property Mgmt1112 Manatee Ave W., Bradenton Fl 34205Monday – Friday, 8:00am – 5:00pmProviding quality customer service to our citizens, busine...
  • Just Posted

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Inventory and Data Specialist Consultant
  • HCA Asset Management
  • Bradenton, FL FULL_TIME
  • DescriptionHCA Asset Management is scouring the United States looking for our next entry-level Valuation Consultant in our Capital Asset Management division! Are you energetic, personable, smart, data...
  • 6 Days Ago

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Associate Wealth Advisor
  • Achieva Credit Union
  • Bradenton, FL FULL_TIME
  • We are looking for two Associate Wealth Advisors to join our growing team! We will be looking for one candidate for our Palm Harbor, Trinity, Land o Lakes, and Carrollwood branch territory and one for...
  • 1 Month Ago

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Case Management Specialist_NE-FL_701-Social Services Department
  • The Salvation Army
  • Bradenton, FL FULL_TIME
  • Location: Salvation Army/Bradenton Corp, Bradenton, FL Position Type: Regular Full-Time, at 37.5 hrs/wk Pay Range: $19.89 - $29.83 About this opportunity: Interviews, accepts, and provides comprehensi...
  • 7 Days Ago

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Case Management Specialist_NE-FL_701-Social Services Department
  • The Salvation Army USA Southern Territory
  • Bradenton, FL FULL_TIME
  • Location: Salvation Army/Bradenton Corp, Bradenton, FL Position Type: Regular Full-Time, at 37.5 hrs/wk Pay Range: $19.89 - $29.83 About this opportunity: Interviews, accepts, and provides comprehensi...
  • 8 Days Ago

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0 Wealth Management Specialist jobs found in Bradenton, FL area

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Customer Service Adviser
  • Covered with Culler
  • Sarasota, FL
  • Job Description Job Description Looking for your next career? We are a company committed to your success! Hungry for eth...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Brandenton, Florida
  • MileHigh Adjusters Houston Inc
  • Bradenton, FL
  • 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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Independent Insurance Claims Adjuster in Palmetto, Florida
  • MileHigh Adjusters Houston Inc
  • Palmetto, FL
  • 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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Entry Level Account Rep
  • USHA - Sarasota (CMP-SR)
  • Sarasota, FL
  • Job Description Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in p...
  • 3/28/2024 12:00:00 AM

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Account Manager Sales
  • Vitality Insurance Group
  • Sarasota, FL
  • Job Description Job Description Are you on the lookout for your next professional venture? Discover a rewarding career w...
  • 3/27/2024 12:00:00 AM

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Account Manager
  • Covered with Culler
  • Sarasota, FL
  • Job Description Job Description Looking for your next career? We are a company committed to your success! Hungry for eth...
  • 3/27/2024 12:00:00 AM

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Account Executive
  • Advisors Sarasota (CMP-SR)
  • Sarasota, FL
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/27/2024 12:00:00 AM

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Junior Account Manager
  • USHEALTH - Sarasota (CMP-SR)
  • Bradenton, FL
  • Job Description Job Description Ready to Make a Difference? Our Junior Account Managers can make a real difference in pe...
  • 3/26/2024 12:00:00 AM

Bradenton (/ˈbreɪdəntən/ BRAY-dən-tən) is a city in Manatee County, Florida, United States. The U.S. Census Bureau estimated the city's 2016 population to be 54,437. Bradenton is a principal city of the North Port–Sarasota–Bradenton metropolitan statistical area, which had a 2017 estimated population of 702,281. It is the county seat....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$70,254 to $112,229
Bradenton, Florida area prices
were up 1.5% from a year ago

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