
51 - 200 employees
Founded 2021
💼 Consulting
🏥 Healthcare
📣 Marketing
Consulting • Healthcare • Marketing
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
Selected: 🆕 Date Added.
🕒 October 19
Director of Strategic Growth leading sales teams for Savvy, an AI-native wealth management platform. Driving revenue strategy, complex deals, forecasting, and team development.
🕒 September 1
Strategic Growth Manager recruiting top-producing financial advisors to Savvy’s AI-native wealth management platform. Owning consultative, quota-carrying sales cycles and advisor transition negotiations.
🇺🇸 United States – Remote
💵 $250k - $285k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
👻 Ghost score 15%
🕒 August 17
Senior Client Associate supporting multiple financial advisors at Savvy, an AI-native wealth management company. Managing client operations, onboarding, transactions, reporting, Salesforce data, and compliance.
🇺🇸 United States – Remote
💵 $70k - $75k / year
⏰ Full Time
🟠 Senior
✨ Associate
🦅 H1B Visa Sponsor
👻 Ghost score 22%
🕒 July 24
Senior Client Associate providing operational and client support for financial advisors in a remote capacity. Driving operational excellence and fostering long-term client relationships.
🇺🇸 United States – Remote
💵 $65k - $75k / year
⏰ Full Time
🟠 Senior
✨ Associate
🦅 H1B Visa Sponsor
👻 Ghost score 33%
🕒 June 24
Financial Advisor using Savvy's AI-powered platform to build client-first advisory practice. Focus on investment strategy and client relationships with maximum autonomy and support.
🕒 January 22
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.
🇺🇸 United States – Remote
💵 $80k - $120k / year
⏰ Full Time
🟠 Senior
🎯 Recruiter
🦅 H1B Visa Sponsor
👻 Ghost score 46%