Senior Wealth Manager, Aptos, CA

Savvy Wealth

Aptos, CA

The Opportunity

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a... More Detail

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