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Unlimited PTO, 401(k), and top health insurance plans. Partner with our user research and design teams to optimize the client experience and platform UI/UX. 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.
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Work-Life Balance - We have unlimited PTO along with a generous parental leave policy. We call on key client stakeholders within the office of the Chief Financial Officer (CFO), Controllers and Internal Audit Departments.
$60,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO.
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In addition to a great degree of autonomy in work and projects, our colleagues enjoy a suite of benefits such as health, dental, and vision insurance, unlimited PTO, monthly data plan reimbursements, flexibility in work location and schedule, a rich professional development curriculum, a 3% 401K match, yearly employer FSA contribution, work from home flexibility, and many more.
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Dedicated NYC office in Union Square for client meetings. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team.
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As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. Savvy Wealth is a technology-driven RIA shaping the future of wealth management. Certified Investment Adviser Representative (Series 65 or 66.
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Unlimited PTO potential and a healthy work life balance along with: competitive compensation, benefits and relocation packages with work from home options (on a case by case basis), but you have to be living within driving distance of the HQ. They need tax accountants that are experienced with preparing and reviewing, while reporting to the tax managers and mentoring tax staff.
$65,000 - $85,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Unlimited PTO & 15 Paid Holidays. member of our Talent Success team, the Human Resources Generalist plays a vital role in delivering client-focused HR support to employees and managers across the organization.
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In exchange for your hard work and dedication, our client is offering a base salary of up to $230,000 to $250,000 (dependent on experience and qualifications), RSUs, medical and dental benefits, 401K, and unlimited PTO.
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Unlimited PTO potential and a healthy work life balance along with: competitive compensation, benefits and relocation packages with work from home options (on a case by case basis), but you have to be living within driving distance of the HQ.
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They have a very diversified client base throughout the US and SC, high employee retention rate, and a casual friendly office environment as well. Seeking career growth oriented Tax Staff & Tax Seniors looking for a partnership track at a CPA Firm that is consistently ranked as one of the best CPA Firms to work for in the Southeast every year.
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Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. Opportunity to drive innovation at a disruptive, VC-backed fintech startup. Provide comprehensive financial planning and investment management advice to clients.
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Competitive total comp: $100,000 - $499,000 K salary + revenue participation + equity. 10+ years of experience as a financial advisor. Commitment to diversity - we're actively recruiting more women to our advisor force.
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Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap. This is a unique opportunity to have a voice in building the product you use every day. Join us in building the future of wealth management.
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Thrive in a fast-paced, entrepreneurial environment. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.
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