Private Wealth Advisor

Build Your Dream Advisory Practice — Powered by Savvy At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible. You will:Build and grow your own firm, powered by Savvy's platform and resourcesDevelop client relationships and your book of business with the support of AI-powered prospecting and marketing toolsServe as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk managementPrepare and present comprehensive financial plans that cut through complexity for clientsDesign, implement, and monitor long-term investment portfolios and asset allocationsAct as a design partner to Savvy's Product team — your feedback shapes the platformHelp vet and inspire other top advisors to join the Savvy network Required experience:Currently operating as a financial advisorSeries 65 or equivalent with a clean U4Existing, transferrable book of businessProven track record of client acquisition and retentionCFA or CFP certification (preferred) The ideal candidate:Has an entrepreneurial mindset and wants to grow a practice without the typical overheadBrings 10+ years of investment advisory experienceHas an existing, transferrable book of businessCommunicates financial advice with empathy, clarity, and confidenceIs energized by the idea of spending more time with clients and less time on adminCFA or CFP certification is a plus What Savvy brings to the table:AI-powered software that eliminates manual, non-client-facing workDedicated marketing team to accelerate growthDedicated operations team to service clientsSeamless back-office workflows built for modern advisory practicesA fully supported, white-glove transition process for your existing bookIndustry-leading compensation with equityFlexibility to keep your own brand nameRemote and hybrid flexibilityA seat at the table — advisors directly influence Savvy's product roadmap Why Savvy?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! Compensation Range: $200K - $1M