Advisor Transition & Onboarding Specialist
Savvy Wealth
Savvy Wealth is seeking a detail-oriented operator to join the advisor transitions team. You will own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform, driving each transition from signed to fully live with speed and precision. You’ll collaborate with Operations, Advisory, Product, and Client Servicing to ensure a smooth, white-glove handoff. The role requires resourcefulness, quick learning, and calm communication under pressure. #J-18808-Ljbffr Savvy Wealth
Vacancy posted 5 days ago
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