Remote Wealth Advisor - Build Practice with AI & Equity

Savvy Wealth; Denver (CO); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Equity

Remote & hybrid

Own brand name

Dedicated marketing & ops teams

White-glove transition

Job summary

Savvy invites experienced financial advisors to build their own client-first practice on the Savvy platform. You gain autonomy with modern AI-assisted tools and back-office support, while maintaining your own brand and equity.

Join a growing network with remote and hybrid options, dedicated marketing and operations teams, and a path to scale your advisory business beyond the traditional overhead. Your expertise fuels product innovation and advisor growth.

Qualifications

• Currently operating as a financial advisor with an existing transferrable book of business.
• Series 65 or equivalent with a clean U4 on file.
• 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.
• Prepare and present comprehensive financial plans for clients.
• Design, implement, and monitor long-term investment portfolios and asset allocations.
• Act as a design partner with Savvy's Product team to shape the platform.
• Help recruit and inspire other top advisors to join the network.

Skills

Entrepreneurial mindset

Book of business

Client acquisition

Communication

Empathy

Education

Series 65 or equivalent

CFA or CFP certification (preferred)

Tools

AI-powered software

Marketing automation tools

Cloud-based advisory platform

Job description

Savvy invites experienced financial advisors to build their own client-first practice on the Savvy platform. You gain autonomy with modern AI-assisted tools and back-office support, while maintaining your own brand and equity.

Join a growing network with remote and hybrid options, dedicated marketing and operations teams, and a path to scale your advisory business beyond the traditional overhead. Your expertise fuels product innovation and advisor growth.