Private Wealth Advisor - Build Your Own Practice (Equity)

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

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.