Remote Wealth Advisor — Build Your Own AI-Powered Practice

OpenKrill; United States; On-site; USD 200,000 - 1,000,000; Full time

Benefits offered by this job

Competitive salary and equity

Relocation package to NYC office

Unlimited PTO + paid holidays

Comprehensive health benefits (medical

Dental and vision plans

401(k) with Mega backdoor Roth

NYC office in Union Square

Remote and hybrid flexibility

Job summary

Savvy is reinventing wealth management by offering experienced financial advisors a modern, AI-native home with a true business-in-a-box. Advisors join Savvy, run their own brand, and leverage a proprietary tech platform for growth and client service.

As a Financial Advisor on the Savvy platform, you’ll operate remotely with autonomy, supported by an AI-enabled marketing and operations team, enabling you to focus on delivering client-first financial guidance.

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 firm, powered by Savvy's platform and resources.
• Develop client relationships and your book of business 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 that cut through complexity for clients.
• Design, implement, and monitor long-term investment portfolios and asset allocations.
• Act as a design partner to Savvy's Product team - your feedback shapes the platform.
• Help vet and inspire other top advisors to join the Savvy network.

Skills

Series 65

Client acquisition

Book of business

CFA or CFP

Empathetic communication

Education

CFA or CFP certification

Tools

Claude

Savvy Intelligence

Job description

Savvy is reinventing wealth management by offering experienced financial advisors a modern, AI-native home with a true business-in-a-box. Advisors join Savvy, run their own brand, and leverage a proprietary tech platform for growth and client service.

As a Financial Advisor on the Savvy platform, you’ll operate remotely with autonomy, supported by an AI-enabled marketing and operations team, enabling you to focus on delivering client-first financial guidance.