Autonomous Wealth Advisor: Build Your Own Practice (Remote)
Savvy Wealth
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Benefits offered by this job
Job summary
Savvy Wealth invites experienced financial advisors to join a platform designed to help you build and grow your own client-first practice with maximum autonomy. You'll work with AI-powered prospecting, dedicated marketing and operations teams, and a seamless back-office flow while keeping your own brand.
Remote and hybrid flexibility is supported and your book can transition with a white-glove process. If you have 10+ years of investment advisory experience and a transferrable book, this is a
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.
- CFA or CFP certification is preferred.
Responsibilities
- Build and grow your own advisory practice with Savvy's platform.
- Develop client relationships using AI-powered prospecting and marketing tools.
- Serve as a trusted advisor across investment strategy, retirement, estate planning, and risk management.
- Prepare and present comprehensive financial plans for clients.
- Design, implement, and monitor long-term investment portfolios.
- Provide product feedback as a partner to Savvy's Product team.
- Inspire and vet other advisors to join the Savvy network.
Skills
Job description
Savvy Wealth invites experienced financial advisors to join a platform designed to help you build and grow your own client-first practice with maximum autonomy. You'll work with AI-powered prospecting, dedicated marketing and operations teams, and a seamless back-office flow while keeping your own brand.
Remote and hybrid flexibility is supported and your book can transition with a white-glove process. If you have 10+ years of investment advisory experience and a transferrable book, this is a
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