Wealth Advisor Architect - Remote & Equity

Savvy Wealth; Denver (CO); Híbrido; USD 120.000 - 190.000; Tempo integral

Benefícios oferecidos por esta vaga

Equity

Remote & hybrid flexibility

Marketing and operations support

Resumo da vaga

Savvy Wealth is seeking an experienced Financial Advisor to run a client-first practice on our platform. You’ll leverage AI-powered tools, back-office support, and equity-based rewards, while maintaining maximum autonomy and a transferable book of business.

Join a network that values entrepreneurial growth, client relationships, and thoughtful, comprehensive financial planning. Remote/hybrid flexibility and a fully supported transition are offered.

Qualificações

• Currently operating as a financial advisor, with transferrable book of business.
• Experience delivering comprehensive financial plans and investment guidance.
• Ability to leverage AI-powered tools to scale client delivery.

Responsabilidades

• Build and grow your own advisory practice on Savvy's platform.
• Develop client relationships with AI-powered prospecting and marketing support.
• Provide investment strategy, tax planning, retirement, and estate planning guidance.
• Prepare and present comprehensive financial plans for clients.
• Design and monitor long-term portfolios and asset allocations.
• Collaborate with Savvy product teams to shape the platform.

Conhecimentos

Entrepreneurial mindset

Client relationship mgmt

Advisory expertise

Empathy

Communication

Formação

Series 65 or equivalent with a clean U4

CFA or CFP certification (preferred)

Descrição da vaga

Savvy Wealth is seeking an experienced Financial Advisor to run a client-first practice on our platform. You’ll leverage AI-powered tools, back-office support, and equity-based rewards, while maintaining maximum autonomy and a transferable book of business.

Join a network that values entrepreneurial growth, client relationships, and thoughtful, comprehensive financial planning. Remote/hybrid flexibility and a fully supported transition are offered.