Proven, active client book of business in wealth management.
Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
Demonstrated ability to excel in fast-paced, deadline-driven environments with strong ownership.
Passionate about fintech innovation and modernizing the wealth management experience.
Bonus: Prior tech company experience, advanced analytical/technical degree, and/or expertise in high-net-worth financial planning.
Responsibilities
Develop new client relationships and drive business development efforts.
Gather and analyze quantitative and qualitative client data to define financial planning needs.
Review client financial situations and advise on a range of strategies including investment, tax, retirement, estate planning, and risk management.
Design long-term investment strategies with appropriate asset allocation and monitor portfolio performance.
Collaborate with third-party service providers and product teams to address client pain points and improve the technology platform.
Support M&A and recruitment initiatives by vetting and onboarding top wealth managers while training new staff.
Benefits
Access to best in class medical, dental, and vision plans.
Unlimited PTO and paid company holidays.
Solo 401(k) plan.
NYC office with breathtaking Manhattan views.
Competitive total compensation package with revenue participation and equity.
Office-provided meals and snacks valued at $10,400/year.
Teledoc access with 24/7 telemedicine for you and your family.
Discounts on alternative medicine, chiropractic, fertility advocacy, pet care, prescriptions, lab testing, and diabetic supplies.
Access to Health Advocate services to help with plans, claims, and coordinating care.
Full Job Description
You will:
Build and grow your own firm, powered by Savvy's platform and resources
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
Prepare and present comprehensive financial plans that cut through complexity for clients
Design, implement, and monitor long-term investment portfolios and asset allocations
Act as a design partner to Savvy's Product team - your feedback shapes the platform
Help vet and inspire other top advisors to join the Savvy network
Required experience:
Currently operating as a financial advisor
Series 65 or equivalent with a clean U4
Existing, transferrable book of business
Proven track record of client acquisition and retention
CFA or CFP certification (preferred)
The ideal candidate:
Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
Brings 7+ years of investment advisory experience
Has an existing, transferrable book of business
Communicates financial advice with empathy, clarity, and confidence
Is energized by the idea of spending more time with clients and less time on admin
CFA or CFP certification is a plus
What Savvy brings to the table:
AI-powered software that eliminates manual, non-client-facing work
Dedicated marketing team to accelerate growth
Dedicated operations team to service clients
Seamless back-office workflows built for modern advisory practices
A fully supported, white-glove transition process for your existing book
Industry-leading compensation with equity
Flexibility to keep your own brand name
Remote and hybrid flexibility
A seat at the table - advisors directly influence Savvy's product roadmap
Compensation Range: $200K - $1M+
This role is fully remote: no on-site work required. Benefits:
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
