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Remote Senior Wealth Advisor, AI-Powered Practice Builder
Remote / Online - Candidates ideally in
Utica, Oneida County, New York, 13501, USA
Listed on 2026-07-06
Utica, Oneida County, New York, 13501, USA
Listing for:
Savvy-Wealth
Remote/Work from Home
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Savvy-Wealth is looking for a Financial Advisor to build a client-first business powered by cutting-edge technology. You will leverage Savvy's dedicated resources to enhance client relationships and streamline your practice. Autonomy, AI-driven tools, and a strong support team will empower you to serve your clients effectively.
The ideal candidate has over 7 years of advisory experience and a transferrable book of business. Join a fast-growing company with a robust support system and exceptional revenue potential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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