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savvy - Principal Wealth Advisor

Remote - US - HybridUp to $1.0M+ Equity3d ago

In Office Principal NA Nonprofit Financial Advisor Advisor Client Acquisition Prospecting Risk Management CFA CFP

Requirements

• 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) • 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

Responsibilities

• 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

Benefits

• We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country. • Wealth management is a $545 billion industry still running on spreadsheets. We're changing that - and we want the best advisors in the business building their future with us! • This role is fully remote: no on-site work required. • 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) 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)