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Savvy Wealth
Colorado Springs, CO, 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
Colorado Springs
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 WealthErvin Cable Construction, LLC
Colorado Springs, CO, United States
** Warehouse Manager - Colorado Springs, CO** **Job Category****:** Warehouse & Materials **Requisition Number****:** WAREH47252 Showing 1 location **Job Details** **Description** **Company:** We have an exciting opportunity for dedicated, hard-working, and goal focused individuals to work on a great team in a growing organ
Job Source: Ervin Cable Construction, LLCHEALTHCARE RECRUITMENT COUNSELORS
Colorado Springs, CO, United States
Chiropractor Colorado Springs, CO We are looking for an enthusiastic and motivated Chiropractor to join our Chiropractic office in the Colorado Springs, CO area. We are flexible in our need and can accommodate an associate looking for either full time or part time employment. Our ideal candidate has a passion for Chiropractic, enjoys providing indi
Job Source: HEALTHCARE RECRUITMENT COUNSELORSThe National Coalition of Healthcare Recruiters
Colorado Springs, CO, United States
(Only QUALIFIED Healthcare Professionals accepted) Chiropractor - Chiropractor Colorado Springs, CO We are looking for an enthusiastic and motivated Chiropractor to join our Chiropractic office in the Colorado Springs, CO area. We are flexible in our need and can accommodate an associate looking for either full time or part time employment. Our
Job Source: The National Coalition of Healthcare RecruitersAlina TeleHealth
Colorado Springs, CO, United States
We are looking for a part time Psychiatrist to do in person psych evaluations in Colorado Springs, CO or within area. - Cash Pay - Flexible schedule - Must have access to a clinic/office to see patients. - No insurance involved. Malpractice covered. - No prescribing and no treatments. Only evals on a pre-documented diagnosis. Thank you.
Job Source: Alina TeleHealthNational Guard Employment Network
Colorado Springs, CO, United States
Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required s
Job Source: National Guard Employment NetworkDispatch, LLC
Colorado Springs, CO, United States
**Territory Sales Manager - Colorado Springs, CO** Remote - Colorado Springs, CO **THE ROLE (REMOTE)** We're looking for an enthusiastic and driven Territory Sales Manager. You will create, facilitate, and implement new partnerships and maintain ongoing relationships post-launch. In this role, you will use your sales expertise to manage a regi
Job Source: Dispatch, LLCColorado Springs
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 Manager, 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 Manager, Colorado Springs, CO jobs in Colorado Springs
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