Senior Wealth Advisor, Tampa

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

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% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy's proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.

We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

The Role

The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of Savvy’s advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.

What You'll Do

• Develop new client relationships and support Business Development efforts.
• Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
• Review and analyze a client’s current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
• Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
• Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
• Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time.
• Advise the Product Development team on your or your clients’ pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
• Support the Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform.

What We're Seeking

Must Have

• 10+ years of investment advisory experience
• An existing client book of business that you actively advise today
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited by more ownership and the opportunity to have a meaningful impact
• Excited to work in the Fintech industry
• Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously

Nice to have

• Past professional experience at a technology company
• BS or MS in an analytical or technical degree
• Experience working with clients whose assets are in excess of $1 million
• Depth of knowledge in at least one key area of financial planning
• Experience working with financial planning software
• Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast

Benefits We Provide

• Access to best in class medical, dental, and vision plans
• Unlimited PTO + paid company holidays
• NYC office with breathtaking views in the heart of Manhattan
• Competitive total compensation package comprised of Revenue Participation and Equity
• Lunch, dinner, and snacks provided in the office
• Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
• Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
• Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)