Private Wealth Advisor

About the role

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
• Brought 10+ years of investment advisory experience
• Brings 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

Pay

Compensation Range: $200K - $1M