Autonomous Wealth Advisor — Build Your AI-Backed Practice

Savvy Wealth; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity

Remote and hybrid flexibility

Job summary

Savvy Wealth is seeking an experienced Financial Advisor to build your own client-first practice on the Savvy platform. Enjoy maximum autonomy backed by AI-powered tools, back-office support, and a modern infrastructure designed to grow your business.

You'll collaborate with a dedicated marketing and operations team, maintain an existing, transferrable book of clients, and design tailored financial plans across investment strategy, retirement, and estate planning while preserving your own

Qualifications

• Currently operating as a financial advisor.
• Existing transferrable book of business is essential.
• Proven track record of client acquisition and retention.
• CFP or CFA certification preferred.

Responsibilities

• Build and grow your own firm powered by Savvy's platform and resources.
• Develop client relationships with AI-powered prospecting and marketing tools.
• Serve as a trusted advisor across investment strategy, retirement, and estate planning.
• Prepare and present comprehensive financial plans for clients.

Skills

Entrepreneurial mindset

Transferrable book

Client acquisition

Empathetic communication

Autonomy

Financial planning

Education

Series 65 or equivalent

CFP/CFA certification

Tools

AI-powered tools

CRM software

Job description

Savvy Wealth is seeking an experienced Financial Advisor to build your own client-first practice on the Savvy platform. Enjoy maximum autonomy backed by AI-powered tools, back-office support, and a modern infrastructure designed to grow your business.

You'll collaborate with a dedicated marketing and operations team, maintain an existing, transferrable book of clients, and design tailored financial plans across investment strategy, retirement, and estate planning while preserving your own