Autonomous Wealth Advisor - Build Your Practice (Remote)

Savvy Wealth

Boulder (CO)

Hybrid

USD 120,000 - 180,000

Full time

5 hours ago

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Benefits offered by this job

Equity

Back-office support

Remote and hybrid flexibility

AI-powered tools

Job summary

Savvy Wealth is inviting experienced financial advisors to build their own client-first practice on the Savvy platform. You’ll manage your own book with maximum autonomy, backed by AI-powered tools and streamlined back-office support. The role emphasizes client relationships, comprehensive planning, and scalable investment strategies.

Our ideal candidate has 10+ years in investment advisory, a transferrable client base, and strong communication with empathy. CFA/ CFP is a plus.

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 (preferred).

Responsibilities

Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with 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.