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At Satovsky Asset Management, we believe in building lifetime relationships through a knowledgeable and trusted team. Our ideal candidates are those who are passionate about providing an experience of support and structure, just as they would want for themselves, their families, and friends.
If you share our passion and values and are looking to be part of a team that appreciates and supports your ambitions, we invite you to reach out. We look forward to exploring how we can collaborate and grow together.
Credentialed professionals to offer expert advice and planning support.
Qualifications: CFP®, CFA®, or similar certifications; experience in financial planning or wealth management.
Qualifications: Degree in Marketing or related field; experience with digital marketing strategies.
Qualifications: Experience in fintech; proficiency with CRM and financial planning software.
While we may not have job openings at the moment, we are always open to making space for creative, ambitious, and service-oriented individuals.
If you would like to join our talent community, we’d be delighted to receive your resume.
From the start, our values have been centered around the acrostic FAMILY. We put our community at the heart of everything we do and look after our clients with utmost care, as if they were our own relatives. As a family-oriented firm, we operate in a team-based environment based on the principles of collaboration, continuous learning, honesty, and integrity.
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