Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.
We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.
Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Provide remote financial advice to customers, handling complex pension consolidation and drawdown cases.
Review and sign off advice plans generated by the Advice Engine, ensuring suitability and quality.
Coach less experienced advisers and contribute to shaping House Rules and service improvements.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.
Review and optimize financial plans for high-net-worth clients, primarily in the $1M–$3M range.
Identify applicable tax planning strategies and maximize incremental tax value across client financial plans.
Act as an internal tax strategy resource, developing and evaluating complex tax planning opportunities.
This role is posted by Jobgether on behalf of a partner company. They are a tech-enabled, AI-forward wealth management firm focused on high-net-worth clients in Canada, with a remote-first culture and a collaborative, client-first environment.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.