- Transition your book of business(minimum $15M AUM) to Savvy with our dedicated Client TransitionTeam
- Develop new HNW client relationshipsthrough Savvys marketing and lead generationprograms
- Provide comprehensive financialplanning and investment management advice toclients
- Collaborate with our product team inweekly workshops to provide feedback and shape the productroadmap
- Partner with our user research anddesign teams to optimize the client experience and platformUI/UX
- 10 years of experience as afinancial advisor
- Manage a portable book ofbusiness with $15M in AUM
- Certified InvestmentAdviser Representative (Series 65 or66)
- Passionate about using technology todeliver better financial outcomes
- Thrive in afastpaced entrepreneurialenvironment
- Competitive total comp: $100000$499000 K salary revenue participationequity
- Dedicated NYC office in Union Square forclient meetings
- Unlimited PTO 401(k) and tophealth insurance plans
- Opportunity to driveinnovation at a disruptive VCbacked fintechstartup
- Commitment to diversity were activelyrecruiting more women to our advisorforce
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Insurance Advisor
1 week ago
CAPIO RECRUITMENT LIMITED Poole, United Kingdom**SME Insurance Advisor** · **Location**:Poole · **Salary**: Up to £28,000 - DOE · **The Company**: · We are working with an established insurance broker who are looking for an insurance advisor to join their SME team that are based in the Poole office. · They are a company that ...
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Care Assistant
2 weeks ago
McCarthy Stone Poole, United KingdomMcCarthy Stone are looking for a professional Care Assistant to join their team at their stunning estate Horizons in Poole · Horizons is a stunning development situated in Poole, with its town best known for its natural harbour and exquisite beaches. The development offers fantas ...
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Administrator
3 days ago
McCarthy Stone Poole, United KingdomMcCarthy Stone are seeking an organised, proactive, and service focused **Administrator** to play a vital role at our **Horizons **development **Poole, Dorset **to help to enrich the lives of our homeowners. We are ideally looking for someone that has experience of rota planning. ...
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Administrator
4 days ago
McCarthy Stone Poole, United KingdomMcCarthy Stone are seeking an organised, proactive, and service focused **Administrator** to play a vital role at our **Horizons **development **Poole, Dorset **to help to enrich the lives of our homeowners. We are ideally looking for someone that has experience of rota planning. ...
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Administrator
1 week ago
McCarthy Stone Poole, United KingdomMcCarthy Stone are seeking an organised, proactive, and service focused **Administrator** to play a vital role at our **Horizons **development **Poole, Dorset **to help to enrich the lives of our homeowners. We are ideally looking for someone that has experience of rota planning. ...
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Paraplanner
1 week ago
Nelson Scott LLP Broadstone, United KingdomWorking for this Regional Wealth Manager you will ensure the business generated by our Advisors is processed correctly and in a timely manner. The role will include: · - Collating client information while helping maintain an excellent compliance record · - Preparing high quality ...
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Client Services Advisor
1 week ago
The Affinity Group Wimborne, United KingdomJob description · The Affinity Group is a vibrant, diverse and growing group of professional services companies, representing a wealth of opportunity for ambitious individuals looking to be a part of our journey. Our sociable team has grown to 70+ people spread across 3 offices i ...
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Customer Services Advisor
1 week ago
The Affinity Group Wimborne, United KingdomJob description · The Affinity Group is a vibrant, diverse and growing group of professional services companies, representing a wealth of opportunity for ambitious individuals looking to be a part of our journey. Our sociable team has grown to 70+ people spread across 3 offices i ...
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Customer Services Advisor
1 week ago
The Affinity Group Wimborne, United KingdomJob description · The Affinity Group is a vibrant, diverse and growing group of professional services companies, representing a wealth of opportunity for ambitious individuals looking to be a part of our journey. Our sociable team has grown to 70+ people spread across 3 offices i ...
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Paraplanner
2 days ago
Reed Insurance Bournemouth, United KingdomReed have been engaged to support a firm of financial advisors who offer a wealth of experience covering a wide range of financial services. The Company have a strong, dynamic culture where everyone feels part of a team and where they can have fun and growin their career, with a ...
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Care and Support Assistant
3 days ago
McCarthy Stone Ferndown, United KingdomMcCarthy Stone are looking for a dynamic** Care Assistant **to join the team at our prestigious **Cherrett Court **estate in **Ferndown, Dorset**. Cherrett Court was built in 2010 and consisting of 46 apartments for the over 70's in mind, that may or may not need care. · **Hourly ...
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Administrator
2 weeks ago
McCarthy Stone Ferndown, United KingdomMcCarthy Stone are seeking an organised, proactive, and service focused **Administrator** to play a vital role in our **Cherrett Court** development at **Ferndown Dorset** to help to enrich the lives of our homeowners · **Salary: £10.42** per hour · **Hours: 12.5 per week** · McC ...
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Relief Care Supervisor
2 weeks ago
McCarthy Stone Ferndown, United KingdomMcCarthy Stone are looking for a professional **Relief Care Supervisor **to join their team at** our Cherrett Court development in Ferndown in Dorset.** · **Basic salary: £12.56** day rate and **£10.42** SLEEPING night rate per hour plus additional pay (see below) · **Hours**: Fl ...
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Care Supervisor
2 weeks ago
McCarthy Stone Ferndown, United KingdomMcCarthy Stone are looking for a professional **Care Supervisor **to join their team at** our Cherrett Court development in Ferndown in Dorset.** · **This is not traditional care, this is better** · **Base Salary: £12.56 **per hour day rate and **£10.42** **sleeping **night rate ...
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Care Supervisor
3 days ago
McCarthy Stone Ferndown, United KingdomMcCarthy Stone are looking for a dynamic **Care Supervisor **to join the team at our prestigious **Cherrett Court** development in **Ferndown, Dorset.** Built in 2010 and consisting of 46 apartments, Cherrett Court is one of our Retirement Living Plus developments built for the o ...
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Relief Care and Support Assistant
1 week ago
McCarthy Stone Dorchester, United KingdomMcCarthy Stone are looking for a dynamic **Relief** **Care Assistant **to join the team at our **Bowes Lyon Court **estate in **Poundbury, Dorchester. **Built in 2016 and consisting of 62 apartments, Bowes Lyon Court encourages independent living for the over 70's that may or may ...
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Care and Support Assistant
1 week ago
McCarthy Stone Dorchester, United KingdomMcCarthy Stone are looking for a professional Care and Support Assistant to join their team at their stunning estate Bowes Lyon Course in Poundbury. · Bowes Lyon Court is a prestigious development occupying a commanding position in the heart of Poundbury on Queen Mother Square. T ...
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Care Assistant
1 week ago
McCarthy Stone Poundbury, United KingdomMcCarthy Stone are looking for a dynamic **Care Assistant** to join the team at our Bowes Lyon Court development in **Poundbury, Dorchester.** · **Salary: £10.72** per hour plus additional pay (see below) · **Hours: 16 **per week · **McCarthy Stone have a wealth of support and be ...
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Care Supervisor
1 week ago
McCarthy Stone Poundbury, United KingdomMcCarthy Stone are looking for a dynamic** Care Supervisor** to join the team at our prestigious Bowes Lyon Court** **estate in **Poundbury, Dorset**. Built in 2016 and consisting of 62 apartments, Bowes Lyon Court is one of our retirement living plus developments for the over 70 ...
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Care and Support Assistant
1 week ago
McCarthy Stone Salisbury, United KingdomMcCarthy Stone are recruiting an **Evening Care Assistant** to join the team at our retirement living plus development, **Monument Place** in **Salisbury, Wiltshire**. Built in 2009 and consisting of 63 apartments, Monument Place encourages independent living for the over 70's th ...
Senior Wealth Advisor Wareham MA - Savvy Wealth
1 week ago
Description
The Opportunity
SavvyWealth is a technologydriven RIA shaping the future of wealthmanagement. We hire top advisors with existing books of businessand supercharge their growth with our proprietary software thatstreamlines CRM operations compliance client service marketing andlead generation allowing advisors to scale efficiently whiledelivering a superior client experience. As a Senior Wealth Advisoryoull play a critical role in our mission to transform theindustry. Youll operate in a dynamic collaborative environmentpartnering closely with our product and engineering teams torapidly innovate and deliver a bestinclass wealth platform. This isa unique opportunity to have a voice in building the product youuse every day.
What YoullDo
Who YouAre
WhySavvy
Savvy is an equal opportunityemployer. We celebrate diversity and are committed to creating aninclusive environment for all employees. Join us in building thefuture of wealth management
Remote Work:
No