Build and grow your own financial advisory firm using Savvy's AI-powered platform and resources. Develop client relationships, provide comprehensive financial planning, and design investment portfolios while leveraging dedicated back-office support.
Savvy Wealth
3 Remote Job Openings at Savvy Wealth
The role involves providing day-to-day operational and administrative support to wealth managers and their clients. Key duties include managing client onboarding, executing investment transactions, and improving internal operating procedures.
Manage the end-to-end transition of advisor books across custodians, ensuring accurate paperwork and data validation. Serve as the primary point of contact for transitioning advisors while coordinating with internal operations and product teams.
