Senior Wealth Advisor: Fintech Growth Lead

Savvy Wealth; Tampa (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical plans

Dental plans

Vision plans

Unlimited PTO

NYC office

Job summary

Savvy Wealth is seeking a Senior Wealth Advisor to manage high net worth client relationships and portfolios while driving growth with fintech-enabled tools. You will partner with Product Development and M&A to influence the roadmap and help bring strategic advisors onto the Savvy platform.

You will train staff and collaborate with Growth to source and close new advisor relationships, shaping Savvy’s future in modern wealth management.

Qualifications

• 10+ years of investment advisory experience.
• Active client book of business you currently advise.
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).

Responsibilities

• Develop and manage high net worth client relationships and portfolios.
• Gather client data and define financial planning and investment objectives.
• Review client financials and advise on investment strategy, tax, retirement, and estate planning.

Skills

Investment advisory experience

Existing client book

Financial planning strategy

Education

Investment Adviser Representative certification (Series 65/7/66)

Tools

Financial planning software

Job description

Savvy Wealth is seeking a Senior Wealth Advisor to manage high net worth client relationships and portfolios while driving growth with fintech-enabled tools. You will partner with Product Development and M&A to influence the roadmap and help bring strategic advisors onto the Savvy platform.

You will train staff and collaborate with Growth to source and close new advisor relationships, shaping Savvy’s future in modern wealth management.