Remote Wealth Advisor — Build Your Own Practice with Equity

Savvy Wealth; Baltimore (MD); Hybrid; USD 120.000 - 250.000; Vollzeit

Benefits dieser Stelle

Equity

Remote & hybrid flexibility

Keep own brand name

Advisor influence on product roadmap

Zusammenfassung

Savvy Wealth is launching a platform where seasoned financial advisors can build their own client-first practice with autonomy, backed by Savvy’s AI-powered tools and back-office support. Advisors grow their book using AI-driven prospecting and a dedicated marketing team, while retaining branding and flexibility.

Ideal candidates bring 10+ years of advisory experience, a transferrable client base, and a demonstrated record of growth and retention. CFA/CFP is a plus.

Qualifikationen

• 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.

Aufgaben

• Build and grow your own firm, powered by Savvy's platform and resources.
• Develop client relationships with AI-powered prospecting and marketing tools.
• Advise on investment strategy, tax planning, retirement, estate planning, and more.
• Prepare and present comprehensive financial plans for clients.
• Design, implement, and monitor long-term portfolios and asset allocations.
• Collaborate with Savvy's Product team to shape the platform.
• Help recruit and inspire other top advisors to join Savvy.

Kenntnisse

Entrepreneurial mindset

Client relationship management

Ausbildung

Series 65

CFA or CFP certification

Jobbeschreibung

Savvy Wealth is launching a platform where seasoned financial advisors can build their own client-first practice with autonomy, backed by Savvy’s AI-powered tools and back-office support. Advisors grow their book using AI-driven prospecting and a dedicated marketing team, while retaining branding and flexibility.

Ideal candidates bring 10+ years of advisory experience, a transferrable client base, and a demonstrated record of growth and retention. CFA/CFP is a plus.