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Savvy 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 WealthSavvy Wealth
Germantown, 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 WealthGO Healthcare Staffing Inc
Germantown
Our client in Germantown TN has a 8HR DAY travel position for an Therapist with current Physical Therapy experience. The ideal candidate must have at least 2 years of experience, with active Therapist license and BLS and/or ACLS (if required) certified by the American Heart Association What makes Go Healthcare Staffing Different? From the fir
Job Source: GO Healthcare Staffing IncVieMed Healthcare Staffing
Germantown
Ready to make your next career move? VieMed Healthcare Staffing is a premier staffing agency that specializes in connecting skilled professionals with healthcare facilities, ensuring seamless continuity of care and unparalleled service delivery. We are committed to quality, reliability, and integrity for both our candidates and clients. Join us
Job Source: VieMed Healthcare StaffingTotalMed Staffing
Germantown
TotalMed is seeking a Technician for an Electrophysiology Technician travel assignment in Germantown, Tennessee. Pays $2006.80 Per Week Shift: 13:00 - 23:30 Duration: 2024-04-22 - 2024-07-22 Days Per Week: 4 Minimum Qualifications Full, active, and unrestricted license as a registered nurse in the state, territory that you are working in.
Job Source: TotalMed StaffingTotalMed Staffing
Germantown
TotalMed is seeking a Technician for an CT Technician travel assignment in Germantown, Tennessee. Pays $1798.48 Per Week Shift: 11:00 - 23:30 Duration: 2024-05-13 - 2024-08-12 Days Per Week: 3 Minimum Qualifications Full, active, and unrestricted license as a registered nurse in the state, territory that you are working in. Benefits: Med
Job Source: TotalMed StaffingHealth Providers Choice
Germantown, TN, United States
DESCRIPTION CT Tech CT Must have at least 2 years of recent experience in specialty applying for. American Heart Association BLS Certification is required. ACLS, PALS, TNCC, ENPC, NIHSS, etc. may also be required for some units (Career Placement Specialist will specify). PID: 2501500 JOB BENEFITS PACKAGE Top Pay, Flexible Schedule, Great Benefits
Job Source: Health Providers ChoiceGermantown
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, Germantown, TN jobs in Germantown
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