Senior Wealth Advisor - Build Your Independent AI Practice

Savvy Wealth; Carmel (IN); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Equity

Remote and hybrid flexibility

Job summary

Savvy Wealth is seeking financial advisors who want to build and grow their own client-first practice powered by Savvy's platform. You will run your own business with maximum autonomy, supported by AI tools, marketing, and operations teams.

Ideal candidates have an entrepreneurial mindset, a transferrable book of business, and a strong track record in client acquisition and retention. Remote/ hybrid flexibility and potential equity accompany the role.

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 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

Financial advisory

Client relationship management

Entrepreneurial mindset

Communication skills

Education

Series 65

CFA/CFP certification (preferred)

Tools

AI prospecting tools

Financial planning software

Job description

Savvy Wealth is seeking financial advisors who want to build and grow their own client-first practice powered by Savvy's platform. You will run your own business with maximum autonomy, supported by AI tools, marketing, and operations teams.

Ideal candidates have an entrepreneurial mindset, a transferrable book of business, and a strong track record in client acquisition and retention. Remote/ hybrid flexibility and potential equity accompany the role.