Private Wealth Advisor

Savvy Wealth; Dallas (TX); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Equity

Remote and hybrid flexibility

Brand autonomy

AI-powered tools

Job summary

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).

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 relationships

Empathetic communication

Client acquisition

Time with clients

Education

CFA or CFP certification

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!