Savvy Wealth

HQ
New York
200 Total Employees
Year Founded: 2021

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Savvy Wealth Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers disability insurance

Offers company equity

Provides home-office stipend for remote employees

Provides relocation assistance

Provides pay transparency

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers generous parental leave

Company Culture

Provides commuter benefits

Provides free snacks and drinks

Provides free daily meals

Some meals provided

Utilizes an open door policy that encourages accessibility

Implements team-based strategic planning

Open office floor plan to encourage communication and collaboration

Allows work from home occasionally

Utilizes a hybrid work model

Utilizes a 4-day work week model

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers company-sponsored happy hours

Provides opportunities to volunteer in the local community

Has employee-led culture committees

Offers generous PTO

Provides paid sick days

Provides paid holidays

Provides bereavement leave

Recently posted jobs

Fintech • Financial Services
Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.
13 Days AgoSaved
Remote or Hybrid
USA
Fintech • Financial Services
The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.