Senior Client Associate

Savvy Wealth is a digital-first wealth management platform that modernizes human financial advice. The company is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.

Requirements

• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer
• Excellent interpersonal and communication skills
• Strong technical skills in Google Suite applications and familiarity with MS Office equivalents
• Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once

Benefits

• Competitive salary
• Unlimited PTO
• Paid company holidays
• Holistic medical, dental, and vision plans
• Company 401(k) plan
• Commuter plan
• HSA/FSA plan
• Lunch and snacks provided in the office
• Access to virtual mental health care
• Vision related benefits
• Health concierge
• Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues