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Savvy Wealth
Memphis, TN, United States
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthSavvy Wealth
Memphis
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthSavvy Wealth
Germantown
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthConway (Memphis)
Cordova
Job Description Job Description Overview Conway Services, a nationwide LEADER in the Home Services Industry is currently seeking a Water Heater- Sales Professionals to service our growing territory. With all the extra time Memphis residents are spending at home, they are quickly realizing the deficiencies in their Plumbing systems. Whether it
Job Source: Conway (Memphis)RVW Wealth LLC
Memphis, TN, United States
Job DescriptionJob Description Client Services Associate – Wealth Management - Memphis, TN (If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process) Summary: Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is
Job Source: RVW Wealth LLCRVW Wealth LLC
Germantown, TN, United States
Job DescriptionJob Description Client Services Associate – Wealth Management - Memphis, TN (If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process) Summary: Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is
Job Source: RVW Wealth LLCSurge Staffing
Memphis
Job Description Job Description Job Description Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality with a good phone voice. This is a permanent, full-time internal position with Surge Staffing. Considerations will be made immediately. Entry Level Customer Service / Sales No Experience Necessary P
Job Source: Surge StaffingSmith & Nephew
Memphis, TN, United States
Senior Validation Engineer (Memphis, TN) page is loaded Senior Validation Engineer (Memphis, TN) Apply locations Memphis, TN time type Full time posted on Posted 2 Days Ago job requisition id R75971 Life Unlimited. At Smith+Nephew we design and manufacture technology that takes the limits off living. The Senio
Job Source: Smith & NephewMemphis
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform. This is a unique opportunity to have a voice in building the product you use every day.
What You'll Do Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
Develop new HNW client relationships through Savvy's marketing and lead generation programs
Provide comprehensive financial planning and investment management advice to clients
Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
Partner with our user research and design teams to optimize the client experience and platform UI/UX
Who You Are 10+ years of experience as a financial advisor
Manage a portable book of business with $15M+ in AUM
Certified Investment Adviser Representative (Series 65 or 66)
Passionate about using technology to deliver better financial outcomes
Thrive in a fast-paced, entrepreneurial environment
Why Savvy Competitive total comp: $100,000 - $499,000 K salary + revenue participation + equity
Dedicated NYC office in Union Square for client meetings
Unlimited PTO, 401(k), and top health insurance plans
Opportunity to drive innovation at a disruptive, VC-backed fintech startup
Commitment to diversity - we're actively recruiting more women to our advisor force
Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join us in building the future of wealth management
Senior Wealth Advisor, Memphis, TN jobs in Memphis
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