Principal Wealth Advisor

Savvy Wealth; Nashville (TN); Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Equity

Remote/hybrid flexibility

Dedicated marketing team

Back-office support

Job summary

Savvy invites experienced financial advisors to build their own client‑first practice on a scalable platform. You’ll leverage AI tools, backed by Savvy’s operations and marketing support, to grow your book while maintaining autonomy.

Join a forward‑looking advisory network with equity potential, remote/hybrid flexibility, and a pathway to scale your practice beyond traditional overheads.

Qualifications

• Currently operating as a financial advisor.
• Existing, transferrable book of business.
• Series 65 or equivalent with a clean U4.
• CFP or CFA certification preferred.

Responsibilities

• Build and grow your own client‑first practice on Savvy's platform.
• Develop client relationships and your book of business with AI-powered tools.
• Present comprehensive financial plans and investment strategies to clients.
• Design and monitor long‑term portfolios and asset allocations.
• Collaborate with Savvy Product team to influence the platform.

Skills

Book of business

Entrepreneurial mindset

Client acquisition

Client retention

Empathy communication

Education

Series 65

CFP

CFA

Tools

CRM software

AI prospecting

Job description

Build Your Dream Advisory Practice — Powered by Savvy

At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.

As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.

You will:

• 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

Required experience:

• 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)

The ideal candidate:

• Has an entrepreneurial mindset and wants to grow a practice without the typical overhead


• Brings 10+ years of investment advisory experience


• Has an existing, transferrable book of business


• Communicates financial advice with empathy, clarity, and confidence


• Is energized by the idea of spending more time with clients and less time on admin


• CFA or CFP certification is a plus

What Savvy brings to the table:

• AI-powered software that eliminates manual, non-client-facing work


• Dedicated marketing team to accelerate growth


• Dedicated operations team to service clients


• Seamless back‑office workflows built for modern advisory practices


• A fully supported, white‑glove transition process for your existing book


• Industry‑leading compensation with equity


• Flexibility to keep your own brand name


• Remote and hybrid flexibility


• A seat at the table — advisors directly influence Savvy's product roadmap

Why Savvy?

We've raised over $105M from Thrive Capital, Index Ventures, and other top‑tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.

Wealth management is a $545 billion industry still running on spreadsheets. We're changing that — and we want the best advisors in the business building their future with us!