Portfolio and Trading Associate
1 day ago- Role family
- Other
- Location
- NYC Office
- Salary
- -
Explore Savvy Wealth careers: 25 open roles hiring now. Find jobs at Savvy Wealth with direct links to apply. Funding stage: Series B. Headcount: 201-500. Includes the official careers page link. Savvy Wealth builds a technology-powered RIA platform that combines software and human advisors to deliver modern wealth management.
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Savvy Wealth is a Series B stage AI startup, founded in 2021, with $105.8M in total disclosed funding. Its most recent round was a $72M Series B in Jul 2025. It currently lists 25 open roles across US Remote, NYC Office. Source: Fast AI Jobs company dataset, updated Oct 2026.
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US Remote · Advisors · FullTime
US Remote · Advisor Services · FullTime
US Remote · Advisor Services · FullTime
US Remote · Growth · FullTime
NYC Office · Operations · FullTime
US Remote · Growth · FullTime
NYC Office · Marketing · FullTime
NYC Office · Marketing · FullTime
Company profile last updated on Oct 11, 2026.
Savvy Wealth jobs and careers: 25 open roles currently listed here. Review hiring details and apply via the official career page. Official careers page
Savvy Wealth is an fintech company. Savvy Wealth builds a technology-powered RIA platform that combines software and human advisors to deliver modern wealth management.
Open positions
25 jobs · Newest first
Candidate questions
Savvy Wealth builds a technology-powered RIA platform that combines software and human advisors to deliver modern wealth management.
Yes. Savvy Wealth is hiring and currently has 25 open roles listed on Fast AI Startup Jobs, each with a direct link to the official application page.
Savvy Wealth is currently hiring for roles such as Principal Wealth Advisor, Senior Client Associate, Senior Client Associate (West Coast), Senior Strategic Growth Partner, Portfolio and Trading Associate, Strategic Growth Manager (Account Executive), and more. See the full list of jobs at Savvy Wealth above.
Savvy Wealth is hiring across US Remote, NYC Office, and other locations based on its currently open roles.
Savvy Wealth has raised $105.8M in total. The latest known stage is Series B.
Savvy Wealth reports an employee count of 201-500.
Company context
Savvy Wealth is a Series B stage AI startup, founded in 2021, with $105.8M in total disclosed funding. Its most recent round was a $72M Series B in Jul 2025. It currently lists 25 open roles across US Remote, NYC Office. Source: Fast AI Jobs company dataset, updated Oct 2026.