Principal Wealth Advisor

The role

You will build and grow your own advisory practice using Savvy's platform and resources. You will serve clients across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management.

What you will do

• Build and grow your own firm using Savvy's platform and resources
• Develop client relationships and your book of business with AI-powered 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
• Design, implement, and monitor long-term investment portfolios and asset allocations
• Act as a design partner to Savvy's Product team
• Help vet and inspire other top advisors to join the Savvy network

Required qualifications

• 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

Nice to have

• CFA or CFP certification

Benefits

• Competitive salary and equity package
• Relocation package to NYC office
• Unlimited PTO
• Paid company holidays
• Medical, dental, and vision plans
• Company 401(k) including Mega backdoor Roth options
• Commuter plans
• HSA/FSA plans
• Lunch and snacks in the office
• Dinner if you stay late
• Virtual mental health care
• Health concierge

About the company

Savvy is a registered investment advisor that provides a modern, AI-native home for independent advisors. The company offers a business-in-a-box including a proprietary tech platform, marketing, and investment management support.