20 Best care manager jobs in Gastonia, NC (Hiring Now!)

Principal Wealth Manager
Savvy —Charlotte, NC
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…
$100,000 - $500,000 a year
Quick Apply
Occupational Therapist (OT)
Powerback Rehabilitation —Lincolnton, NC
The Occupational Therapist must hold a valid and unencumbered occupational therapy license as required in the state of practice.
Estimated: $78.4K - $99.2K a year
Quick Apply
12d
Senior Personal Injury Paralegal
CR Legal Team —Charlotte, NC
Conducts preparation for legal proceedings; submits appropriate information and legal forms/documents to the appropriate organizations relating to personal…
$18 - $25 an hour
Quick Apply
Hospice Registered Nurse (RN) Case Manager - Multiple Positions and Locations Available
Hospice & Palliative Care Charlotte —Charlotte, NC
The Nurse Licensure Compact (NLC) allows a registered nurse (RN) and licensed practical/vocational nurse (LPN/LVN) to have one multistate license in a primary…
Estimated: $73.9K - $93.6K a year
Quick Apply
5d
Shipper/Truck Driver
Beverly Knits Inc —Gastonia, NC
A valid NC Driver’s license. Shipping Associates use various tools and vehicles (e.g., pallet jack, fork lift) to receive and unload incoming raw material from…
Estimated: $30.2K - $38.2K a year
Quick Apply
12h
Medical Assistant (Cotswold)
Piedmont Plastic Surgery and Dermatology —Charlotte, NC
Collaborates with team to complete prior authorization paperwork, lab and pathology result entry, as well as return all phone calls, with proper documentation,…
From $19 an hour
Quick Apply
Operations Director Behavioral Mental Health
Thompson Child & Family Focus —Charlotte, NC
Must have a valid Driver’s License and meet any credentialing, licensing and privileging standards as it pertains to the program(s) they lead.
Estimated: $72.6K - $91.9K a year
Quick Apply
Speech-Language Pathologist (SLP)
Powerback Rehabilitation —Lincolnton, NC
In doing this, you take responsibility for the effective and efficient delivery of rehab services, you design the plan, and work with patients to execute those…
Estimated: $75.1K - $95.1K a year
Quick Apply
12d
Draft Technician
Carolina Premium Beverage Llc —Charlotte, NC
Meet assigned PFP goals monthly through service and sales calls. Responsible for any night/weekend service calls received during assigned on-call rotation.
$18 an hour
Client Success Manager
WorkSmart IT —Charlotte, NC
Ensure new clients are onboarded to WorkSmart services efficiently, and develop and deliver recommendations based on onboarding discoveries.
$66,200 - $73,175 a year
Quick Apply
Optometry Coordinator/Optometric Assistant
Kintegra Health —Gastonia, NC
Maintain optimal driver safety standards when driving, parking, and using the vehicle. To emphasize preventive care through patient and community education to…
Quick Apply
11d
Physical Therapist – Inpatient/Outpatient | Full-Time
Blue Mountain Hospital District —United States
Performs thorough physical therapy evaluation, evidence-based plan or care, and skilled interventions, performing re-assessments and.
$38.98 - $55.72 an hour
Quick Apply
Registered Nurse, RN - Emergency Services
Novant Health —Charlotte, NC
If your RN nursing license has been inactive, retired or lapsed for five years or more and you have not been licensed in another state during the last five…
Estimated: $75.4K - $95.4K a year
2d
RN 7A-7P
Charlotte Health & Rehabilitation Center —Charlotte, NC
Current license by the North Carolina Board of Nursing to practice as a Licensed Practical Nurse or Registered Nurse.
Estimated: $61K - $77.2K a year
Quick Apply
Community Relationship Manager
Oak Street Health —Gastonia, NC
Building and nurturing relationships with local leaders (field account managers) to create long-term alliances with mutually beneficial outcomes that positively…
Estimated: $58.1K - $73.6K a year
Quick Apply
MDS Coordinator - Registered Nurse
Wellmore of Tega Cay —Fort Mill, SC
POSITION SUMMARY: MDS Nurse is responsible for the development, maintenance and implementation of the standards of nursing practice and objectives as it relates…
Estimated: $68.3K - $86.5K a year
Quick Apply
Custodian and Basic Maintenance
Carolina Therapeutic Services —Gastonia, NC
Maintain valid driver’s license and reliable transportation. O Monitor and restock cleaning supplies, including chemicals, cleaning agents, and equipment, as…
Quick Apply
Registered Nurse (RN) Case Manager
Interim HealthCare - Charlotte, NC —Gastonia, NC
Must have reliable transportation and a valid driver's license. Valid and current Registered Nurse (RN) license in the state of North Carolina.
$35 - $45 an hour
Quick Apply
Ancillary Services Manager
Kintegra Health —Gastonia, NC
Maintain optimal driver safety standards when driving, parking, and using the vehicle. Bachelor’s degree in related field preferred.
Quick Apply
4d
Registered Nurse, Skilled Nursing Unit
Novant Health —Charlotte, NC
If your RN nursing license has been inactive, retired or lapsed for five years or more and you have not been licensed in another state during the last five…
Estimated: $70K - $88.7K a year

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Principal Wealth Manager

Savvy - Charlotte, NC

Quick Apply

Job Details

Full-time $100,000 - $500,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Flexible spending account
Vision insurance
Gym membership

Qualifications

Financial planning
Microsoft Excel
Bachelor of Science
Financial software
Series 66
Master's degree
Series 7
Bachelor's degree
Series 65
Communication skills
10 years

Full Job Description

Please apply here: https://app.dover.io/apply/savvy-wealth/58f22c4d-ea3d-429c-ba9c-d546f86076c5?rs=55634680

About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. 75% of wealth managers do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel). This results in a poor client experience and a low ceiling on the number of clients a wealth manager can support.

Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters ⁠— quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.

We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex, Facebook, Airbnb, and Box.

We are backed by top-tier VC firms based in Silicon Valley and New York City and a panel of A-list executives from the wealth management industry.

The Role

The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of Savvy’s advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.

What You’ll Do

Develop new client relationships and support Business Development efforts.
Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
Review and analyze a client’s current financial situation 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.
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time.
Advise the Product Development team on your or your clients’ pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
Support the M&A team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform.

What We’re Seeking

Must Have

10+ years of investment advisory experience
An existing client book of business that you actively advise today
Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Excited by more ownership and the opportunity to have a meaningful impact
Excited to work in the Fintech industry
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously

Nice to have

Past professional experience at a technology company
BS or MS in an analytical or technical degree
Experience working with clients whose assets are in excess of $1 million
Depth of knowledge in at least one key area of financial planning
Experience working with financial planning software
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

Benefits We Provide

Competitive salary and equity package
100% employer covered, best in class medical, dental, and vision plans
Company HSA contribution ($900/year)
Unlimited PTO + paid company holidays
Company 401(k), Commuter, and FSA plans
NYC office with breathtaking views in the heart of Manhattan
Relocation support (if you want to join us in NYC)
Life and disability insurance
Lunch, dinner, and snacks provided in the office ($10,400/year)
Gym reimbursement ($400/year)
Free virtual medical and mental health care ($550/year)
Free access to OneMedical ($199/year)

Job Type: Full-time

Pay: $100,000.00 - $500,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Vision insurance

Weekly schedule:

Monday to Friday

Work setting:

Remote

Application Question(s):

Please apply at: https://app.dover.io/apply/savvy-wealth/58f22c4d-ea3d-429c-ba9c-d546f86076c5?rs=55634680

Location:

Charlotte, NC (Required)

Work Location: Remote

Quick Apply

care manager jobs in Gastonia, NC

Principal Wealth Manager

Occupational Therapist (OT)

Senior Personal Injury Paralegal

Hospice Registered Nurse (RN) Case Manager - Multiple Positions and Locations Available

Shipper/Truck Driver

Medical Assistant (Cotswold)

Operations Director Behavioral Mental Health

Speech-Language Pathologist (SLP)

Draft Technician

Client Success Manager

Optometry Coordinator/Optometric Assistant

Physical Therapist – Inpatient/Outpatient | Full-Time

Registered Nurse, RN - Emergency Services

RN 7A-7P

Community Relationship Manager

MDS Coordinator - Registered Nurse

Custodian and Basic Maintenance

Registered Nurse (RN) Case Manager

Ancillary Services Manager

Registered Nurse, Skilled Nursing Unit

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