20 Best work from home jobs in dallas, tx (Hiring Now!)

Principal Wealth Manager
Savvy —Dallas, TX
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
Remote Licensed Clinical Social Worker
Grow Therapy —Dallas, TX
*Flexibility: *Set your schedule with no visit minimums or after hour calls. *Earnings:* Up to $94/hour for therapists, $116/hour for psychologists with our…
$70 - $94 an hour
8d
Licensed Therapist or Psychologist (LPC, LCSW, or LMFT)
Grow Therapy —Dallas, TX
*Flexibility: *Set your schedule with no visit minimums or after hour calls. *Earnings:* Up to $94/hour for therapists, $116/hour for psychologists with our…
$70 - $94 an hour
8d
Remote Licensed Marriage & Family Therapist
Grow Therapy —Texas
*Flexibility: *Set your schedule with no visit minimums or after hour calls. *Earnings:* Up to $94/hour for therapists, $116/hour for psychologists with our…
$70 - $94 an hour
8d
Insurance Defense Attorney
Resnick & Louis, P.C. —Texas
Must be currently licensed to practice law in Texas, additional licensure in other States is a plus. Prior insurance defense experience is preferred as this…
$75,000 - $175,000 a year
Quick Apply
10d
Commercial Lines Underwriter
WAHVE —Dallas-Fort Worth, TX
Our unique platform provides you with _real_ work/life balance and allows you to customize your own work schedule while continuing to utilize your insurance…
Estimated: $62.1K - $78.7K a year
Remote Licensed Mental Health Therapist
Grow Therapy —Dallas, TX
*Flexibility: *Set your schedule with no visit minimums or after hour calls. *Earnings:* Up to $94/hour for therapists, $116/hour for psychologists with our…
$70 - $94 an hour
8d
Licensed Medicare Sales Agent
GoHealth —Dallas, TX
Active, valid health insurance agent license in good standing in every state in which licensed. Work remotely from your home (must work from your license…
$44,632 a year
Quick Apply
Social Media Community Manager
BELVA —Dallas, TX
Familiarity with AI tools and social media platforms is a plus. Develop, manage, and execute social media and community-building strategies across various…
$1,500 - $3,000 a month
Quick Apply
Social Media Coordinator
BELVA —Dallas, TX
Familiarity with AI tools and social media platforms is a plus. Utilize AI tools to generate content ideas and streamline content creation.
$40,000 - $75,000 a year
Quick Apply
6d
Sales Representative (Remote)
Humach —Dallas, TX
We combine the best of human and digital agents for the benefit of the end customer. Comfortable in learning and using digital tools. You are motivated to sell.
$12 - $14 an hour
Quick Apply
Personal Lines Account Manager - REMOTE
WAHVE —Dallas-Fort Worth, TX
We have assignments available to help our _Property & Casualty independent_ _retail broker_ clients in *Personal Lines for Account Manager or Customer Service…
Estimated: $46.2K - $58.6K a year
Customer Service Representatives / Financial Services – Remote
Sutherland —Dallas, TX
Specifically, you will handle inbound customer inquiries and resolve a variety of basic support issues, such as researching, troubleshooting and processing…
From $17 an hour
Quick Apply
7d
Customer Experience Associate - REMOTE
Title Resources Guaranty —Dallas, TX
Answer incoming calls to provide support or direct to appropriate department. In-house Agents and High-Profile agents. Support internal agent audit team.
$40,000 - $60,000 a year
Quick Apply
Licensed Real Estate Agent
Orchard —Dallas, TX
An active and unrestricted (STATE) real estate license and are located in (CITY, STATE). Some residential real estate transaction experience, or an active real…
$50,000 - $70,000 a year
Quick Apply
Data Entry Specialist -REMOTE
Smart Data Solutions LLC —Plano, TX
The company counts over 500 healthcare organizations as clients, including multiple Blue Cross Blue Shield state plans, regional health plans and TPAs, handling…
$12 an hour
Quick Apply
Call Center Representative
Lap of Love —Dallas, TX
Answer a high volume of customer service calls in a work from home/ remote environment. Experience working in high call volume, customer service, or call center…
From $15 an hour
Quick Apply
4d
Customer Service Representatives- Remote/TEXAS ONLY
Sutherland —Dallas, TX
Familiarity with Microsoft Office tools. The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government…
$14 an hour
Quick Apply
Part Time - Clinical Robot Associate - Dallas, TX
Diligent Robotics —Dallas, TX
This is not an engineering position and a background in robotics or engineering is not required. As part of the founding team, you will help design and…
$20 an hour
Quick Apply
4d
Accounts Payable Provider Reimbursement Specialist - National Remote
Optum —Dallas, TX
Determine whether additional appeal or grievance reviews are required (e.g., medical necessity), and whether additional appeal rights are applicable.
$16.54 - $32.55 an hour
3h

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Principal Wealth Manager

Savvy - Dallas, TX

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:

Dallas, TX (Required)

Work Location: Remote

Quick Apply

work from home jobs in dallas, tx

Principal Wealth Manager

Remote Licensed Clinical Social Worker

Licensed Therapist or Psychologist (LPC, LCSW, or LMFT)

Remote Licensed Marriage & Family Therapist

Insurance Defense Attorney

Commercial Lines Underwriter

Remote Licensed Mental Health Therapist

Licensed Medicare Sales Agent

Social Media Community Manager

Social Media Coordinator

Sales Representative (Remote)

Personal Lines Account Manager - REMOTE

Customer Service Representatives / Financial Services – Remote

Customer Experience Associate - REMOTE

Licensed Real Estate Agent

Data Entry Specialist -REMOTE

Call Center Representative

Customer Service Representatives- Remote/TEXAS ONLY

Part Time - Clinical Robot Associate - Dallas, TX

Accounts Payable Provider Reimbursement Specialist - National Remote

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