Senior Wealth Manager, Salem, OH
82% Flex
Offer summary
Qualifications: 10+ years financial advisor experience, Certified Investment Adviser Representative (Series 65 or 66), Portable book of business with $15M+ AUM.
Key responsabilities:
- Transition book of business to Savvy
- Build client relationships through marketing
- Provide financial planning and investment advice
- Collaborate with product and design teams
Savvy Wealth
Fintech: Finance + TechnologyStartup11 - 50 Employees
aboutSavvy Wealth
Job description
Required profile
Experience
Level of experience :
Expert & Leadership (>10 years)Industry :
Spoken language(s)
Check out the description to know which languages are mandatory.
Soft Skills
- Tech-driven financial outcome improver
- Entrepreneurial team player
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