Senior Wealth Manager, Spencer, OH
Savvy Wealth
- Spencer, OH
- Permanent
- Full-time
- Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
- Develop new HNW client relationships through Savvy's marketing and lead generation programs
- Provide comprehensive financial planning and investment management advice to clients
- Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
- Partner with our user research and design teams to optimize the client experience and platform UI/UX
- 10+ years of experience as a financial advisor
- Manage a portable book of business with $15M+ in AUM
- Certified Investment Adviser Representative (Series 65 or 66)
- Passionate about using technology to deliver better financial outcomes
- Thrive in a fast-paced, entrepreneurial environment
- Competitive total comp: $100,000 - $499,000 K salary + revenue participation + equity
- Dedicated NYC office in Union Square for client meetings
- Unlimited PTO, 401(k), and top health insurance plans
- Opportunity to drive innovation at a disruptive, VC-backed fintech startup
- Commitment to diversity - we're actively recruiting more women to our advisor force