Lead Wealth Advisor — Build Your Own AI-Powered Practice

Savvy Wealth; United States; Hybrid; USD 100,000 - 225,000; Full time

Benefits offered by this job

Equity based compensation

Remote & Hybrid flexibility

Dedicated marketing & operations teams

Brand autonomy

Job summary

Savvy Wealth is redefining wealth management by empowering independent financial advisors to run their own client-first practices on the Savvy platform. You’ll have autonomy, backed by AI-powered tools, marketing support, and seamless back-office workflows.

Join a program that values your existing book of business and offers a fully supported transition, equity potential, and flexible remote/hybrid work arrangements to scale your advisory practice.

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

Series 65

Book of business

Client acquisition

Entrepreneurial mindset

Empathy & communication

Education

CFA or CFP (preferred)

Job description

Savvy Wealth is redefining wealth management by empowering independent financial advisors to run their own client-first practices on the Savvy platform. You’ll have autonomy, backed by AI-powered tools, marketing support, and seamless back-office workflows.

Join a program that values your existing book of business and offers a fully supported transition, equity potential, and flexible remote/hybrid work arrangements to scale your advisory practice.