Savvy Wealth
Savvy Wealth Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers occupational accident insurance
Offers disability insurance
Offers supplemental life insurance
Offers company equity
Offers employee stock purchase plan
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers generous PTO
Provides paid sick days
Provides paid holidays
Company Culture
Offers a remote work program
Provides free snacks and drinks
Recently posted jobs
Fintech • Financial Services
Manage end-to-end advisor transitions onto Savvy's platform: prepare and validate paperwork, run data validation, coordinate with custodians/vendors/internal teams, communicate with advisors, monitor progress, and improve transition processes to scale operations.
Fintech • Financial Services
Own the full consultative sales process for recruiting high-producing financial advisors to Savvy. Partner with SDRs, qualify prospects, identify business needs, deliver platform presentations, customize pricing and compensation proposals, manage complex deals, maintain sales activity in internal tools, and report pipeline forecasts to leadership. The role carries quota, involves $200K–$1M+ ARR deals, and requires influencing senior decision-makers through significant business transitions.
Fintech • Financial Services
The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.
