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Los Banos

    Senior Wealth Manager, Los Banos, CA - Savvy Wealth

    Savvy Wealth
    Savvy Wealth Los Banos, United States

    1 day ago

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    Description
    Job Description

    Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management.

    We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.

    As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry.

    You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform.

    This is a unique opportunity to have a voice in building the product you use every day.
    What You'll Do

    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
    Who You Are

    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
    Why Savvy

    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
    Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join us in building the future of wealth management

    #J-18808-Ljbffr
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