Remote Wealth Advisor — Build Your AI-Powered Practice

Savvy Wealth, Inc.; Northern (KY); Hybrid; USD 200,000 - 1,000,000; Full time

Benefits offered by this job

Competitive salary & equity

Unlimited PTO

Holistic medical, dental, and vision

Company 401(k), Commuter, and HSA/FSA

Remote work flexibility

Job summary

Savvy Wealth, Inc. is redefining wealth management by giving experienced financial advisors a modern, AI-native home. Advisors operate their own client-first businesses on Savvy's platform, backed by a dedicated team for marketing, operations, and client services.

You will leverage AI-powered tools to grow your book, deliver sophisticated financial advice, and collaborate with product to enhance the platform. This fully remote role offers strong compensation and an equity component.

Qualifications

• Entrepreneurial mindset with ability to build and manage a book of business.
• Proven track record in acquiring and retaining clients.
• Empathetic communication translating complex advice into clear plans.

Responsibilities

• Build and grow your own firm using Savvy's platform and resources.
• Develop client relationships with AI-powered prospecting and marketing tools.
• Advise on investment strategy, tax planning, retirement, estate planning, stock options and risk management.
• Prepare and present comprehensive financial plans for clients.
• Design, implement, and monitor long-term investment portfolios.
• Partner with Savvy Product team to shape the platform and share feedback.
• Inspire and help vet other top advisors to join the Savvy network.

Skills

Entrepreneurial mindset

Client acquisition

Empathy in financial advice

Self-motivated growth

Education

Series 65

CFA or CFP certification (preferred)

Tools

AI-powered prospecting & marketing tools

Job description

Savvy Wealth, Inc. is redefining wealth management by giving experienced financial advisors a modern, AI-native home. Advisors operate their own client-first businesses on Savvy's platform, backed by a dedicated team for marketing, operations, and client services.

You will leverage AI-powered tools to grow your book, deliver sophisticated financial advice, and collaborate with product to enhance the platform. This fully remote role offers strong compensation and an equity component.