Remote AI-Powered Wealth Advisor — Build Your Own Practice

Savvy Wealth; Utah; Hybrid; USD 120,000 - 240,000; Full time

Benefits offered by this job

Industry-leading compensation

Remote and hybrid flexibility

Dedicated marketing and operations team

Job summary

A financial services firm is seeking a Financial Advisor to build a client-first business through its innovative platform. The role offers maximum autonomy and utilizes AI tools to streamline operations and enhance client relationships. Ideal candidates have at least 10 years of advisory experience, a transferrable book of business, and possess a CFA or CFP certification. This position provides industry-leading compensation and remote work flexibility, along with the opportunity to shape the company's product offerings.

Qualifications

• Currently operating as a financial advisor.
• Existing, transferrable book of business.
• Proven track record of client acquisition.

Responsibilities

• Build and grow your own firm using Savvy's platform.
• Develop client relationships with AI support.
• Prepare and present comprehensive financial plans.

Skills

Client acquisition and retention

Financial planning

Investment strategy

Tax planning

Risk management

Education

CFA or CFP certification

Series 65 or equivalent

Tools

AI-powered financial tools

Job description

A financial services firm is seeking a Financial Advisor to build a client-first business through its innovative platform. The role offers maximum autonomy and utilizes AI tools to streamline operations and enhance client relationships. Ideal candidates have at least 10 years of advisory experience, a transferrable book of business, and possess a CFA or CFP certification. This position provides industry-leading compensation and remote work flexibility, along with the opportunity to shape the company's product offerings.