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Senior Wealth Manager
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Full-time
- 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 Manager, you'll play a critical role in our mission to transform the industry.
- Provide comprehensive financial planning and investment management advice to clients
- Partner with our user research and design teams to optimize the client experience and platform UI/UX
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