Senior Client Associate
Savvy Wealth, a company in banking, insurance and finance, is hiring for the role of Senior Client Associate. The role is remote, and the posting gives United States as the location. We classify it as a senior-level role. It asks for 2+ years of experience. The posting mentions relocation support. Perks named in the posting: equity and unlimited PTO. Certifications named in the posting: CFA. Savvy Wealth has 29 open positions on this site, 3 of them in IT and engineering.
Posted 6 days ago · Last checked 2026-10-21
About Savvy Wealth
Banking, insurance and finance Non-tech company with an IT team 29 open positions, 10% in IT and engineering. Most open roles: Finance and legal (6), Marketing and communications (5), Operations and admin (5).
| Workplace | Remote |
| Seniority | Senior |
| Role | Other |
| Countries | United States |
| Employment type | FullTime |
| Key facts | Tools: Excel, Salesforce · Experience: 2+ years · Certifications: CFA · Remote · Relocation support · Equity · Unlimited PTO |
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