Senior Strategic Growth Associate, Advisor Recruiting
Savvy Wealth(24 days ago)
About this role
Savvy Wealth is developing a digital-first platform to modernize human financial advice, leveraging AI, automation, and seamless workflows to transform the wealth management industry. The company has experienced rapid growth and is focused on expanding its product offerings and revenue streams.
Required Skills
- CRM
- Salesforce
- Cold Calling
- Social Media
- Prospecting
- Lead Qualification
- Communication
- CRM Software
- Recruiting
- Financial Services
About Savvy Wealth
savvywealth.comSavvy is a technology-driven wealth management firm that specializes in providing tailored financial services and advice to clients across the United States. With a user-friendly digital platform at its core, Savvy offers personalized financial roadmaps, investment management, retirement planning, and various other services designed to enhance clients' financial wellbeing. As a registered investment advisor, the company emphasizes a customized approach, ensuring that each client receives the attention and strategy necessary to achieve their unique financial goals. Savvy aims to redefine traditional wealth management by integrating advanced technology with expert human insight.
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