Remote Jobs at Savvy Wealth
Find your next remote opportunity · 2 Open Positions
➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice.
Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.
Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.
Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc.
All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”).
The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice.
The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels.
The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Senior Strategic Growth Associate, Advisor Recruiting
Senior Strategic Growth Associate recruiting financial advisors for Savvy Wealth. Identifying, sourcing, and nurturing candidates with transferrable books of business to join our Advisor Growth team.
401k Operations Specialist
401k Operations Specialist role managing 401k operations for Savvy Wealth's financial advising team. Overseeing plan administration, compliance, and operational workflows to enhance client service efficiency.
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