Senior Client Associate (West Coast)

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
• Detail-oriented and organized
• Adept at quickly learning and adopting new technologies

Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to best in class medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)