Private Wealth Advisor

Savvy Wealth; Newport Beach (CA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Equity

Remote and hybrid flexibility

Back-office support

Dedicated marketing team

Job summary

Savvy Wealth is seeking an experienced Financial Advisor to build and run your own client-first practice within the Savvy network. You’ll leverage AI-powered prospecting, a dedicated marketing/operations team, and equity in a fully supported, back-office-enabled platform to scale your book.

Candidates should have an established, transferrable book and 10+ years in investment advisory, with Series 65 (CFP/CFA preferred). Flexible remote/hybrid working options available.

Qualifications

• Current financial advisor with a transferrable book of business.
• Proven track record of acquiring and retaining clients.
• Series 65 or equivalent with a clean U4; CFA/CFP preferred.

Responsibilities

• Build and lead your own client-first advisory practice on the Savvy platform.
• Leverage AI-powered prospecting and marketing tools to grow your book.
• Provide comprehensive financial planning across investments, tax, retirement, estate and risk management.
• Design and monitor long-term investment portfolios and asset allocations.
• Collaborate with Savvy product and operations teams to shape the platform.
• Mentor and inspire other top advisors to join the Savvy network.

Skills

Entrepreneurial mindset

10+ years experience

Book of business

Series 65

CFP/CFA (preferred)

Empathetic client communication

Education

Series 65 license

CFP/CFA certification (preferred)

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!