Senior Wealth Advisor: Build Your Own AI-Driven Practice

Savvy Wealth; Nashville (TN); Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Equity

Remote/hybrid flexibility

Dedicated marketing team

Back-office support

Job summary

Savvy invites experienced financial advisors to build their own client‑first practice on a scalable platform. You’ll leverage AI tools, backed by Savvy’s operations and marketing support, to grow your book while maintaining autonomy.

Join a forward‑looking advisory network with equity potential, remote/hybrid flexibility, and a pathway to scale your practice beyond traditional overheads.

Qualifications

• Currently operating as a financial advisor.
• Existing, transferrable book of business.
• Series 65 or equivalent with a clean U4.
• CFP or CFA certification preferred.

Responsibilities

• Build and grow your own client‑first practice on Savvy's platform.
• Develop client relationships and your book of business with AI-powered tools.
• Present comprehensive financial plans and investment strategies to clients.
• Design and monitor long‑term portfolios and asset allocations.
• Collaborate with Savvy Product team to influence the platform.

Skills

Book of business

Entrepreneurial mindset

Client acquisition

Client retention

Empathy communication

Education

Series 65

CFP

CFA

Tools

CRM software

AI prospecting

Job description

Savvy invites experienced financial advisors to build their own client‑first practice on a scalable platform. You’ll leverage AI tools, backed by Savvy’s operations and marketing support, to grow your book while maintaining autonomy.

Join a forward‑looking advisory network with equity potential, remote/hybrid flexibility, and a pathway to scale your practice beyond traditional overheads.