other
Posted Jul 2, 2025Principal Wealth Advisor
at Savvy
Hybrid
Requirements
- Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
- 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.
- No more manual financial plans in Excel.
- You will: - 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
- 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 - Brings 7+ years of investment advisory
- experience - Has 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
- Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.
Benefits
- We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
- We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months.
- We're changing that - and we want the best advisors in the business building their future with us! Compensation Range: $200K - $1M+ This role is fully remote: no on-site work required.
- 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)
Additional details
- ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
- experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
- We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
- Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
- Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
- Come help us scale! 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.
- 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.
- Just you, your clients, and the modern infrastructure to grow faster than you thought possible.
- Wealth management is a $545 billion industry still running on spreadsheets.