Independent Wealth Advisor — Build Your Remote Practice with AI Tools

Savvy Wealth; Dallas (TX); Hybride; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Equity

Remote and hybrid flexibility

Brand autonomy

AI-powered tools

Résumé du poste

Savvy invites experienced financial advisors to build their own client-first practice on a scalable platform. Operate with maximum autonomy and leverage AI-powered tools while Savvy handles back-office burdens and marketing support.

Ideal candidates have 10+ years in investment advisory, an existing transferrable book, and CFA/CFP certification. The role offers remote and hybrid flexibility and compensation with equity.

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).

Responsabilités

• 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.

Connaissances

Entrepreneurial mindset

Client relationships

Empathetic communication

Client acquisition

Time with clients

Formation

CFA or CFP certification

Description du poste

Savvy invites experienced financial advisors to build their own client-first practice on a scalable platform. Operate with maximum autonomy and leverage AI-powered tools while Savvy handles back-office burdens and marketing support.

Ideal candidates have 10+ years in investment advisory, an existing transferrable book, and CFA/CFP certification. The role offers remote and hybrid flexibility and compensation with equity.