Senior Wealth Manager, Detroit, MI
82% Flex
Offer summary
Qualifications: Minimum $15M AUM, Series 65 or 66 certification.
Key responsabilities:
- Transition book of business to Savvy
- Develop new HNW client relationships
- Provide financial planning advice
- Collaborate to shape product roadmap
- Optimize client experience and platform UI/UX
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
- Team player
- Analytical thinker
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