About this role
Senior Wealth Advisor at Savvy Wealth. Location: United States. Role: Develop clients, Review finances, Advise investments Requirements: 10+ years investment advisory experience; existing client book; Series 65/7/66; fintech interest; fast-paced environment readiness. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, series 7, series 66 Commitment: Full Time Workplace: Remote Languages: English