Senior Client Associate
Savvy WealthUnited States
Posted August 19, 2025
Full Time
About the Company
Savvy Wealth is a digital‑first technology platform that empowers financial advisors to modernize and scale their practice. By integrating proprietary AI‑driven automation—streamlining account onboarding, financial planning, and multi‑channel communications—advisors can grow revenue while spending more time with clients. The company offers a comprehensive suite of advisory services, including financial, estate, tax, retirement, and investment management, all delivered through its parent, SEC‑registered Savvy Advisors, Inc. Distinctively, Savvy Wealth combines purpose‑built software, sales and marketing automation, and a human‑centric approach to help advisors deliver personalized, high‑impact wealth management at scale.
Job Description
Savvy Wealth is a digital-first wealth management platform that modernizes human financial advice. We're looking for an experienced Senior Client Associate to drive impact in a fast-paced and growing environment.
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--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents
- Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once
Benefits
- Competitive salary
- Equity package
- Unlimited PTO
- Paid company holidays
- Medical, dental, and vision plans
- 401(k) plan
- Commuter plan
- HSA/FSA plan
- Virtual mental health care
- Vision related benefits
- Health concierge
- Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues
