-
Senior Wealth Advisor
5 days ago
HighTower Advisors Denver, United StatesSenior Wealth Advisor - Investment Security Group · Job Description · Posted Tuesday, March 19, 2024 at 4:00 AM · Who We Are · Investment Security Group (ISG) was founded in 1992 with the mission of becoming a "client first" boutique firm offering a one-stop resource of persona ...
-
Associate Wealth Advisor
1 week ago
BUCKINGHAM STRATEGIC WEALTH LLC Denver, United StatesJob Description · Job DescriptionThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client re ...
-
Wealth Management Advisor
5 days ago
Wambolt & Associates Littleton, United StatesOur Firm · Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a ...
-
Wealth Management Advisor
5 days ago
U.S. Bank Westminster, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Wealth Advisor, Retirement Plans
1 week ago
Mercer Advisors Denver, United States Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...
-
Lead Wealth Advisor/Business Developer
5 days ago
The Judson Group Denver, United StatesLead Wealth Advisor/Business Developer | Denver, Colorado · Reference Number: HRJ7476 · Location: Denver, Colorado · Judson Group has partnered with a national RIA in their search for a · Lead · Wealth Advisor/Business Developer . The Lead Wealth Advisor/Business Developer wil ...
-
Registered Private Wealth Client Associate
2 weeks ago
Bank of America Boulder, United States Full timeJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
-
Director of RIA Sales, Sage
1 day ago
TIFIN Boulder, United StatesWHO WE ARE: · TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry. We are creating engaging wealth experiences to better financia ...
-
Senior LLM Data Scientist, Sage
1 day ago
TIFIN Boulder, United StatesWHO WE ARE: · TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry. We are creating engaging wealth experiences to better financia ...
-
Staff LLM Data Scientist, Sage
1 day ago
TIFIN Boulder, United StatesWHO WE ARE: · TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry. We are creating engaging wealth experiences to better financia ...
-
Client Service Manager
5 days ago
Moneta Corporation Boulder, United StatesCompany DescriptionMoneta is one of the nation's largest independent Registered Investment Advisors (RIAs), dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education ...
-
TIFIN Boulder, United StatesWHO WE ARE: · TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry. We are creating engaging wealth experiences to better financia ...
-
Client Service Manager
1 week ago
Moneta Boulder, United StatesJob Description · Job DescriptionCompany Description · Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs), dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management ...
-
Senior Data Engineer
1 day ago
TIFIN Boulder, United StatesWHO WE ARE: · TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry. We are creating engaging wealth experiences to better financial ...
-
Financial Advisor
2 days ago
Edward Jones Boulder, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...
-
Compliance Officer
12 hours ago
S&P Global Boulder, United StatesAbout the Role: Grade Level (for internal use):10 The Role: Compliance Officer Control RoomThe Team: Control Room is part of the Compliance Monitoring and Exams part of S&P Global Ratings Compliance. Its members apply standardized monitoring and surveillance protocols to help mit ...
-
Compliance Officer
1 day ago
S&P Global Boulder, United StatesAbout the Role: · Grade Level (for internal use): · 10 · The Role: Compliance Officer – Control Room · The Team: · Control Room is part of the Compliance Monitoring and Exams part of S&P Global Ratings Compliance. Its members apply standardized monitoring and surveillance prot ...
-
Training to become a bank clerk/banker
5 days ago
ZephyrTech Englewood, United StatesWhat we offer you: · Apprenticeship salary: · * 1st year: €1,118.20 gross per month · * 2nd year: €1,164.02 gross per month · * 3rd year: €1,227.59 gross per month · Monthly benefits: · * €40 company savings plan · * Approximately €53 for transportation and meal expenses · * €50 ...
-
Structured Finance
4 weeks ago
S&P Global Boulder, United States Paid WorkAbout the Role: · Grade Level (for internal use): · 10 · Role: Structured Finance/Financial Services Associate · Grade/Level ( relevant for internal applicants only ):10 · Location : New York, NY; Denver, CO · The Associate level role is responsible for supporting the Structured ...
-
Client Experience Director
5 days ago
UBS Denver, United StatesYour role · Are you passionate about ensuring every UBS client receives a premium level of service? Are you passionate about representing the voice of our Financial Advisors and their teams to make it easier to do business to enable a seamless service experience? · We are looking ...
Senior Wealth Advisor, Boulder, CO - Savvy Wealth
Description
Job DescriptionJob 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
#J-18808-Ljbffr