Senior Wealth Advisor, New York

Savvy Wealth; New York (NY); On-site; USD 150,000 - 1,000,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to revolutionize the wealth management landscape. This pivotal role involves managing high net worth client relationships, developing tailored financial strategies, and collaborating with product teams to enhance the platform. The ideal candidate will have over a decade of advisory experience, a robust client portfolio, and a passion for fintech innovation. Join a rapidly growing firm that values ownership and impact, and be part of a team that is reshaping financial advisory services with cutting-edge technology.

Benefits

Top-tier medical, dental, vision plans

Unlimited PTO and paid holidays

Office in Manhattan with great views

Competitive compensation, including equity

In-office meals and snacks

Telemedicine and health advocacy services

Qualifications

• 10+ years of investment advisory experience with an active client book.
• Certifications such as Series 65, Series 7 + 66 or equivalent.

Responsibilities

• Manage client relationships and develop high net worth portfolios.
• Review financial situations and advise on investment and planning.

Skills

Investment Advisory

Client Relationship Management

Financial Planning

Analytical Skills

Problem-Solving

Education

Degree in Analytical Field

Tools

Financial Planning Software

Job description

Join to apply for the Senior Wealth Advisor, New York role at Savvy Wealth.

This range is provided by Savvy Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $1,000,000.00/yr

About Savvy

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails, and 62% conduct financial planning manually (e.g., in Excel), leading to a poor client experience and over 70% of an advisor's time spent on non-client-facing tasks.

Savvy is a digital-first platform for financial advisors focused on modernizing human financial advice. Our integrated technology platform helps advisors grow with AI-powered software, automation, and streamlined workflows. Our proprietary tech enables advisors to scale revenue faster and dedicate more time to client growth.

Our team comprises former founders and operators with experience building iconic companies like Airbnb, Square, Robinhood, Facebook, and more. We have raised $34M from top VC firms including Canvas Ventures, Thrive Capital, Index Ventures, and others.

Having established strong product-market fit, we've grown over 700% in the past year and are now expanding our product offerings and revenue. Join us to help scale our impact!

The Role

The Senior Wealth Advisor at Savvy is a foundational role shaping the future of fintech-driven wealth management. You will actively manage client relationships, develop high net worth portfolios, and source new prospective clients. Additionally, you will collaborate with Product and M&A teams to influence our platform's development, recruit top wealth managers, and train new staff.

What You'll Do

• Develop new client relationships and support business development.
• Gather and analyze client data to understand financial needs and objectives.
• Review financial situations and advise on investment, tax, retirement, estate planning, and more.
• Identify issues, explain concepts, clarify goals, and prepare financial plans.
• Design and monitor long-term investment strategies and asset allocations.
• Coordinate with third-party providers in tax, trust, estate, and insurance areas.
• Provide feedback to Product team on pain points and platform improvements.
• Support growth efforts by sourcing and pitching new advisors to join Savvy.

What We're Seeking

Must Have

• 10+ years of investment advisory experience
• An active client book of business
• Series 65, Series 7 + 66, or equivalent certification
• Desire for ownership and impact
• Interest in fintech
• Ability to thrive in a fast-paced environment with multiple deadlines

Nice to Have

• Experience at a tech company
• Degree in an analytical or technical field
• Experience with clients holding over $1 million assets
• Specialized knowledge in financial planning areas
• Experience with financial planning software
• Strong organizational, analytical, communication skills, and proactive problem-solving

Benefits

• Top-tier medical, dental, vision plans
• Unlimited PTO and paid holidays
• Office in Manhattan with great views
• Competitive compensation, including equity
• In-office meals and snacks
• Telemedicine and health advocacy services

Additional Details

• Senior level: Mid-Senior
• Employment type: Full-time
• Job functions: Finance, Strategy/Planning, Business Development