Savvy Wealth

HQ
New York
200 Total Employees
Year Founded: 2021

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Jobs at Savvy Wealth

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Recently posted jobs

Fintech • Financial Services
Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.
13 Days AgoSaved
Remote or Hybrid
USA
Fintech • Financial Services
The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.