Private Wealth Advisor — Build Your Own AI-Driven Practice
Savvy Wealth
Savvy Wealth is seeking an entrepreneurial financial advisor to build and grow their own advisory practice, supported by Savvy's platform and resources. You will develop client relationships and manage a book of business with AI-powered prospecting and marketing tools. As a trusted advisor, you will guide clients on investment strategy, tax planning, retirement, estate planning, and risk management while designing and monitoring long-term portfolios. #J-18808-Ljbffr Savvy Wealth
Vacancy posted more than 2 months ago
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