Remote AI-Powered Wealth Advisor Build Your Own Practice

Savvy Wealth

Salt Lake City, UT(remote)

JOB DETAILS
SKILLS
Artificial Intelligence (AI), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Customer Relations, Financial Planning, Financial Services, Work From Home
LOCATION
Salt Lake City, UT
POSTED
2 days ago

A financial services firm is seeking a Financial Advisor to build a client-first business through its innovative platform. The role offers maximum autonomy and utilizes AI tools to streamline operations and enhance client relationships. Ideal candidates have at least 10 years of advisory experience, a transferrable book of business, and possess a CFA or CFP certification. This position provides industry-leading compensation and remote work flexibility, along with the opportunity to shape the company's product offerings.#J-18808-Ljbffr

About the Company

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Savvy Wealth