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. 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 DoSavvy 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
Click the checkbox next to the jobs that you are interested in.
Click the checkbox next to the jobs that you are interested in.
Financial Analysis Skill
Financial Forecasting Skill
Senior Wealth Manager, Rensselaer, NY
Savvy Wealth, Rensselaer, NY
ADM, Hudson, NY