Autonomous Wealth Advisor — Build Your Practice (Remote)

Savvy Wealth; Scottsdale (AZ); Hybrid; USD 120,000 - 240,000; Full time

Benefits offered by this job

Equity

Remote and hybrid flexibility

AI-powered tools

Back-office support

Job summary

Savvy Wealth is seeking a Financial Advisor to build and grow a client‑centric practice on the Savvy platform. You will manage your own client relationships with maximum autonomy, supported by AI tools, back‑office services, and a collaborative ecosystem.

Ideal candidates have 10+ years in investment advisory, an existing transferrable book, and strong client acquisition performance. Remote/hybrid work options and equity compensation are offered.

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

Skills

Entrepreneurial mindset

Client acquisition

Communication

Empathy and clarity

Time management

Education

CFA or CFP certification (preferred)

Job description

Savvy Wealth is seeking a Financial Advisor to build and grow a client‑centric practice on the Savvy platform. You will manage your own client relationships with maximum autonomy, supported by AI tools, back‑office services, and a collaborative ecosystem.

Ideal candidates have 10+ years in investment advisory, an existing transferrable book, and strong client acquisition performance. Remote/hybrid work options and equity compensation are offered.