Principal Wealth Manager
Updated: March 16, 2024 08:19 AM GMT
Full-time Job in Ashby, Minnesota
Savvy Wealth
Ashby, MNThe Role:
Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services... More Detail
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