Private Wealth Advisor — Build Your Flexible, AI-Driven Practice

Savvy Wealth; Philadelphia (Philadelphia County); Hybride; USD 150 000 - 210 000; Plein temps

Avantages offerts par ce poste

Equity

Remote and Hybrid Flexibility

Back-office support

Résumé du poste

Savvy Wealth empowers experienced financial advisors to run client-first practices with maximum autonomy, backed by technology built for advisors like you. You’ll manage your own client book, leverage AI-powered prospecting and marketing tools, and access seamless back-office support to focus on client outcomes.

Join us for industry-leading compensation with equity, remote and hybrid flexibility, and a fully supported transition of your existing book as you 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).

Responsabilités

• Build and grow your own firm with Savvy's platform and resources.
• Develop client relationships with AI-powered prospecting and marketing tools.
• Serve as a trusted advisor across investment strategy and planning areas.
• Prepare and present comprehensive financial plans for clients.
• Design, implement, and monitor long-term portfolios and allocations.

Connaissances

Client relationship building

Business development

Communication skills

Entrepreneurial mindset

Financial planning knowledge

Formation

Series 65 or equivalent

CFA or CFP certification (preferred)

Description du poste

Savvy Wealth empowers experienced financial advisors to run client-first practices with maximum autonomy, backed by technology built for advisors like you. You’ll manage your own client book, leverage AI-powered prospecting and marketing tools, and access seamless back-office support to focus on client outcomes.

Join us for industry-leading compensation with equity, remote and hybrid flexibility, and a fully supported transition of your existing book as you scale your advisory practice.