Private Wealth Advisor
Savvy Wealth · Austin, Texas Metropolitan Area · 1 mo ago
RemoteRemoteFinance$105/hrOther
Build Your Dream Advisory Practice
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
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
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
- We're changing the wealth management industry — and we want the best advisors in the business building their future with us!