- UpvoteDownvoteShare Job
- Suggest Revision
We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Competitive total compensation packages comprised of Revenue Participation and Equity compensation. Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Principal Wealth Manager. role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). Unlimited PTO & Paid Company Holidays. Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included) Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. Work with first and third-party service providers across tax, trust & estate, and insurance specialties.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Design, implement, and monitor long-term investment strategies and appropriate asset allocations. Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Deposit Operations Specialist is a member of the back-office Deposit Operations group which is made up of four support teams: File Maintenance, Quality Control, Transaction, and Call Center.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Services may be delivered in person or via telehealth; services may be delivered in the following locations, but not limited to office or in the community including settings necessary to deliver addiction counseling services (e.g., PCC, schools, hospitals, jail, courtroom, residences including transitional treatment bed.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our Select Program is our Self-Dispatch System: Enjoy Freedom, Independence, and Back-Office Support 80% Gross Pay Unlimited Home Time Negotiate Your Own Rates Weekly Settlements Payday Every Friday Samsara ELD Personalized Maintenance Escrow Personalized Back-Office Support Drive OTR, Regional, or Local Free Load Board Options Discounts for Truckstop and DAT Load Boards General Liability Coverage Cargo Insurance Fuel Card Discounts Not interested in booking your own loads.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
OTR Drivers Only Dedicated Load Planner Not Forced Dispatch Apply Now for all the benefits of Partnering with F2F Transport Virtual Orientation Now Accepting Dry Van, Power-Only, Flatbed, and Reefer Drivers Leasing Options - Call a recruiter today for more information Awards for Clean Roadside Inspections Driver Trainers and Driver Advocates for Partners We cover your Semi-Annual DOT Inspection Requirements: Drivers must hold a valid CDL Class A or driver's license.
Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
No serious at-fault accidents resulting in major damage or bodily injury within 2 years. Unlike typical owner-operator opportunities, F2F was designed exclusively for owner-operator truck drivers, aiming to empower them to build their own business, achieve independence, and experience success on the road through our Select Program.
Full-timeExpandUpdated Today
back office jobs
FEATURED BLOG POSTS
How to Get Into The Trades: Step-by-Step Guide
Getting a trade job can be a great career move if you like variety and prefer to learn on the job instead of in an academic setting. A trade job can offer security and be a lucrative career path as the demand for skilled trade workers continues to grow.
How do Good Interviewers Prepare for Interviews?
Just like candidates take the time to research you and your company, you should take the time to prepare for the interview. Preparing for the interview doesn't just reflect well on your employer brand and create a better candidate experience. Preparation also helps prevent bad hiring decisions. Bad hiring decisions are usually a result of poor execution during the hiring process. However, going into an interview fully prepared and ready to evaluate candidates will help avoid bad hires. So, here are 6 interview preparation tips for employers.
How to Get a Union Job? A Step-by-Step Guide
A union job can significantly impact your job security, pay, and employment benefits. Whether this is your first job or you have years of experience, a union job can offer much-needed protection in a labor market where employees are hired and fired at will.
How to Write a Statement of Interest the Best Way
Your life's goal is to work for Company A. Their brand, their product, their reputation—it's safe to say you're a fan. The only problem is that their careers page never highlights the role that matches your skills and experience. It's a bummer for sure, but don't fret.
Should I Hire for Potential Over Experience?
The workforce is shifting every day. In fact, research from the World Economic Forum (WEF) shows over half of employees around the world will need to upskill or reskill by 2025. The rapid rise of digital literacy, automation, and new technologies will quickly supersede businesses that don't train ahead of the curve. With the dire need to invest in training, it's evident that hiring someone with experience isn't that much different than hiring someone without it.
How to Decide Between Two Job Offers: 10 Practical Tips
It’s arguably a good predicament to have. You’ve applied to many jobs, interviewed multiple times, and now find yourself with two legit job offers. Nice! But although this is a feel-good validation of everything you have to offer, a daunting choice lies ahead. How do you decide which job will be the best fit for you?
Why Work in Sales? 9 Reasons & Tips on Answering as an Interview Question!
Working in sales can be demanding and challenging, but it can also be gratifying. Sales is an excellent career with a clear path full of excitement and potential for growth. So, if you're contemplating careers and have wondered "why work in sales?", keep reading to determine if sales is a suitable role for you.