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Savvy Wealth
Dublin
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 WealthThenowmassage
Dublin, OH, United States
**General Manager - Dublin, OH** **National Franchise Boutique Locations | Dublin, OH | Full Time** Job Description **Attention Applicants:** Please note this location is **COMING SOON**. We are so excited to become part of the community in the near future. Since we are still working hard to finalize the details of our boutiques grand opening, i
Job Source: ThenowmassageCommonwealth Hotels LLC
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**Description** *Position at Courtyard by Marriott Columbus Dublin* **Come Join Our Team!** We are looking for a top performing **General Manager**. Our team at the **147 room Courtyard Columbus Dublin** is ready to help our guests create lasting memories. We offer spacious rooms and suites, well-appointed with contemporary amenities and deluxe bed
Job Source: Commonwealth Hotels LLCSavvy Wealth
New Albany, OH, 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 WealthFUSIAN
Dublin
Job Description Job Description We are Easy.Casual.Sushi. We are an Ohio family owned and operated business since 2010 with a mission to connect with people through collaboration, culture, and cuisine. We are driven by our 5 core values: - Kaizen (continuous, daily, improvement) - Do the right thing - Passion for product - Delivering the
Job Source: FUSIANLifetime Recruiting Strategies
Columbus, OH, United States
Regional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management. Interviews next week. We are Looking for Top Producers! In the Financial Services Industry! Isn’t it Time for a Fresh We are L
Job Source: Lifetime Recruiting StrategiesFUSIAN
Dublin
Job Description Job Description We are Easy.Casual.Sushi. We are an Ohio family owned and operated business since 2010 with a mission to connect with people through collaboration, culture, and cuisine. We are driven by our 5 core values: - Kaizen (continuous, daily, improvement) - Do the right thing - Passion for product - D
Job Source: FUSIANJPMorgan Chase
Dublin
**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowled
Job Source: JPMorgan ChaseDublin
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, Dublin, OH jobs in Dublin
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