Grow Your Own Wealth Advisory Practice — AI-Driven & Remote

Savvy Wealth; West Palm Beach (FL); Hybrid; USD 120,000 - 240,000; Full time

Benefits offered by this job

Equity compensation

Brand independence

Remote and hybrid flexibility

Back-office automation

AI-powered tools

Job summary

Savvy invites experienced financial advisors to join a platform designed to simplify building and growing a client-first practice. You’ll run your own business with maximum autonomy, backed by AI-powered tools and a dedicated support team to handle back-office tasks.

Leverage a transferrable book, pursue growth with equity compensation, and influence product direction through direct feedback. Remote and hybrid work options are available to fit your client-focused model.

Qualifications

• Must be 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 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 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

Client retention

Communication empathy

Education

CFA

CFP

Job description

Savvy invites experienced financial advisors to join a platform designed to simplify building and growing a client-first practice. You’ll run your own business with maximum autonomy, backed by AI-powered tools and a dedicated support team to handle back-office tasks.

Leverage a transferrable book, pursue growth with equity compensation, and influence product direction through direct feedback. Remote and hybrid work options are available to fit your client-focused model.