Principal Wealth Advisor

About Savvy

Savvy is a registered investment advisor (RIA) that partners with experienced financial advisors to grow their businesses without handling the back office. Advisors bring their existing client base to Savvy, where Savvy manages the administrative tasks and provides a tech platform, marketing support, and investment management expertise.

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 typical overhead
• Brought 7+ years of investment advisory experience
• Communicates financial advice with empathy, clarity, and confidence
• Is energized by spending more time with clients and less on admin

What Savvy Brings to the Table

• AI-powered software to eliminate 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
• Flexible work arrangements including remote and hybrid options
• A seat at the table — advisors directly influence Savvy's product roadmap

Why Savvy?

• Raised over $105M from top-tier investors
• Grown 600%+ in the last 18 months
• Team comes from leading companies like Airbnb, Square, Brex, Carta, and large RIAs
• Compensation range: $200K - $1M+