Private Wealth Advisor - Build Your Own Practice (Remote)

Savvy Wealth; Los Angeles (CA); Hybrid; USD 120,000 - 230,000; Full time

Benefits offered by this job

Equity compensation

Remote/hybrid flexibility

Dedicated marketing and operations

Job summary

Savvy Wealth is transforming wealth management by providing AI-powered tools and seamless back-office support so advisors can focus on client outcomes.

As a Financial Advisor on the Savvy platform, you’ll run your own client-first business with maximum autonomy, backed by technology built for growth and an effortless transition of your existing book.

We offer equity-based compensation and flexible remote or hybrid arrangements, plus dedicated marketing and operations support to help you scale.

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 is preferred.

Responsibilities

• Build and grow your own advisory practice using Savvy's platform.
• Develop client relationships 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 for clients.

Skills

Client acquisition

Client retention

Entrepreneurial mindset

Communication

Investment advisory

Education

Series 65 license

CFA or CFP certification

Job description

Savvy Wealth is transforming wealth management by providing AI-powered tools and seamless back-office support so advisors can focus on client outcomes.

As a Financial Advisor on the Savvy platform, you’ll run your own client-first business with maximum autonomy, backed by technology built for growth and an effortless transition of your existing book.

We offer equity-based compensation and flexible remote or hybrid arrangements, plus dedicated marketing and operations support to help you scale.