Savvy Wealth
Savvy Wealth Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers occupational accident insurance
Offers disability insurance
Offers supplemental life insurance
Offers company equity
Offers employee stock purchase plan
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers generous PTO
Provides paid sick days
Provides paid holidays
Company Culture
Offers a remote work program
Provides free snacks and drinks
Recently posted jobs
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.
Fintech • Financial Services
The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.
Fintech • Financial Services
Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.
