Private Wealth Advisor — Build Your Autonomous Remote Practice

Savvy Wealth; San Francisco (CA); Hybride; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Equity compensation

Remote and hybrid flexibility

AI-powered tools

Dedicated marketing team

Back-office support

Résumé du poste

Savvy Wealth is redefining how financial advisors run their businesses. You will operate your own client‑centric practice on the Savvy platform, backed by AI tools that streamline planning, marketing, and back‑office tasks.

Grow your book while maintaining autonomy and scalable support from Savvy’s operations and marketing teams. Ideal candidates bring 10+ years in investment advisory, an established transferrable book, and a passion for guiding clients through complex financial decisions with

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.

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

Client relationship building

Entrepreneurial mindset

Communication

Formation

Series 65 or equivalent

CFA or CFP certification (preferred)

Description du poste

Savvy Wealth is redefining how financial advisors run their businesses. You will operate your own client‑centric practice on the Savvy platform, backed by AI tools that streamline planning, marketing, and back‑office tasks.

Grow your book while maintaining autonomy and scalable support from Savvy’s operations and marketing teams. Ideal candidates bring 10+ years in investment advisory, an established transferrable book, and a passion for guiding clients through complex financial decisions with