Senior Client Associate (West Coast)

$70,000–$75,000A year

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Read the full posting on Savvy Wealth's careers page.

At Savvy Wealth

Employer type: Service providerRemoteEmployment type: Full-timeSeniority: SeniorYears of experience: 2Requires: CFP®, CFA, CPA, Series 7, Series 65Date posted: Oct 2, 2026
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