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Savvy Wealth

Senior Wealth Advisor: Fintech Growth Lead

tampa, FL

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Job description

Savvy Wealth is seeking a Senior Wealth Advisor to manage high net worth client relationships and portfolios while driving growth with fintech-enabled tools. You will partner with Product Development and M&A to influence the roadmap and help bring strategic advisors onto the Savvy platform.

You will train staff and collaborate with Growth to source and close new advisor relationships, shaping Savvy’s future in modern wealth management.

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Worksite address

tampa, FL, 33646, US

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