Jobs

Savvy Wealth is seeking an experienced Senior Client Associate to serve as a dedicated operational partner to financial advisors, providing exceptional day-to-day client support. This role is critical for shaping standard operating procedures and building out the client servicing function within a fast-paced, growing environment. The ideal candidate will be detail-oriented, an excellent problem-solver, and a strong communicator with 2+ years of experience in a similar role within a registered investment advisory firm or broker-dealer. You will play a key role in fostering long-term client relationships and contributing to the future roadmap of Savvy's product and advisory services.