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
The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.
Fintech • Financial Services
Design end-to-end experiences for financial advisors, clients, and operations. Lead discovery, research, prototyping, and high-fidelity execution. Incorporate AI tools, leverage the design system, and ensure solutions account for advisor workflows, operational clarity, and sensitive financial moments.
Fintech • Financial Services
Lead marketing for Savvy Wealth Investment Management, developing strategies to productize investment services for advisors and clients, and creating essential sales tools.
