Savvy Wealth logo
Savvy Wealth

Forging the future of wealth management.

Principal Wealth Advisor

GeneralGeneralFull TimeRemoteLeadTeam 51-200Since 2021H1B SponsorCompany SiteLinkedIn

Location

Worldwide

Posted

2 days ago

Salary

$200K - $1,000K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Principal Wealth Advisor

Savvy Wealth

• 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

Job Requirements

  • 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)
  • Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
  • Brings 7+ years of investment advisory experience
  • Communicates financial advice with empathy, clarity, and confidence
  • Is energized by the idea of spending more time with clients and less time on admin

Benefits

  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

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