Principal Wealth Advisor

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Establish and expand your own firm, utilizing Savvy's platform and available resources.

• Cultivate client relationships and build your business with the assistance of AI-driven prospecting and marketing tools.

• Act as a reliable advisor in areas such as investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management.

• Create and deliver comprehensive financial plans that simplify complexity for clients.

• Design, execute, and oversee long-term investment portfolios and asset distributions.

• Collaborate as a design partner with Savvy's Product team — your insights will influence the platform's development.

• Assist in evaluating and motivating other top advisors to join the Savvy network.

⛳️ Requirements

• Currently practicing as a financial advisor.

• Hold a Series 65 or equivalent with a clean U4 record.

• Possess an existing, transferable book of business.

• Demonstrated success in client acquisition and retention.

• CFA or CFP certification is preferred.

• Have an entrepreneurial spirit and desire to expand a practice without the usual overhead.

• Bring over 7 years of experience in investment advisory.

• Communicate financial advice with empathy, clarity, and confidence.

• Be motivated by the prospect of spending more time with clients and less time on administrative tasks.

🏝️ Benefits

• Competitive salary and equity package.

• Unlimited PTO along with paid company holidays.

• Access to comprehensive medical, dental, and vision coverage.

• Company-sponsored 401(k), Commuter, and HSA/FSA plans.

• Office located in the vibrant heart of Manhattan, NYC.

• Complimentary lunch and snacks provided in the office.

• Access to virtual mental health services (Spring Health), vision benefits (XP Health), and health concierge support (Rightway) to assist in finding appropriate care.

• Counseling services available for stress management, dependent care, nutrition, fitness, legal, and financial matters (Guardian WorkLifeMatters EAP).