Wealth Management Specialist jobs in Tallahassee, 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, Valdosta
  • Savvy Wealth
  • Valdosta, 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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J.P. Morgan Wealth Management - Private Client Advisor - Tallahassee, FL
  • JPMC Candidate Experience page
  • Tallahassee, FL FULL_TIME
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, fro...
  • 1 Month Ago

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Transition specialist
  • Odle Management
  • Tallahassee, FL FULL_TIME
  • ODLE Management - A Subsidiary of Eckerd Connects This position is located at a satellite location for Jacksonville Job Corps Center located at 2601 Blairstone Road, Bldg. C, Ste. 200 Tallahassee, FL ...
  • 4 Days Ago

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Grants Management Specialist
  • Boys & Girls Clubs of Sarasota and DeSoto Counties
  • Tallahassee, FL FULL_TIME
  • Overview:Each year, the Alliance is the steward of several appropriations projects from the State of Florida. The Grants Management Specialist will support the Director of Operations with managing and...
  • 4 Days Ago

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Project Management Specialist
  • ReqRoute,Inc
  • Tallahassee, FL FULL_TIME
  • Primary Job Duties and Tasks The activities this candidate will be tasked with include, but are not limited to the following: •Overall Responsibilities: Supports, plans, and participates in a team of ...
  • 5 Days Ago

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Case Management Specialist
  • The Salvation Army
  • Thomasville, GA FULL_TIME
  • The Salvation Army, an internationally recognized non-profit, faith-based organization, has a job opening for a Case Management Specialist for the Thomasville Corps, located in Thomasville, Georgia. J...
  • 8 Days Ago

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0 Wealth Management Specialist jobs found in Tallahassee, FL area

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Independent Insurance Claims Adjuster in Tallahassee, Florida
  • MileHigh Adjusters Houston Inc
  • Tallahassee, 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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Delivery Engineer (Sr Business Analyst) Remote
  • Broadridge Financial Solutions
  • Tallahassee, FL
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 3/28/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Crawfordville, Florida
  • MileHigh Adjusters Houston Inc
  • Crawfordville, 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 Quincy, Florida
  • MileHigh Adjusters Houston Inc
  • Quincy, 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 Thomasville, Georgia
  • MileHigh Adjusters Houston Inc
  • Thomasville, 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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FLOOR TECHNICIAN
  • Archbold Medical Center
  • Thomasville, GA
  • Floor Tech Description: Utilize the housekeeping process in cleaning and maintaining the interior floors of the hospital...
  • 3/27/2024 12:00:00 AM

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Remote Sales (Entry-Level & Room for Advancement)
  • The Jackson Agency
  • Tallahassee, FL
  • Interested in a fulfilling career that allows you to help others while making a great living around your schedule? Looki...
  • 3/25/2024 12:00:00 AM

Tallahassee (/ˌtæləˈhæsi/) is the capital city of the U.S. state of Florida. It is the county seat and only incorporated municipality in Leon County. Tallahassee became the capital of Florida, then the Florida Territory, in 1824. In 2017, the population was 191,049, making it the 7th-largest city in the U.S state of Florida, and the 126th-largest city in the United States. The population of the Tallahassee metropolitan area was 382,627 as of 2017[update]. Tallahassee is the largest city in the Florida Panhandle region, and the main center for trade and agriculture in the Florida Big Bend and S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$66,995 to $107,022
Tallahassee, Florida area prices
were up 1.5% from a year ago

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