Savvy Wealth
51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
Principal Wealth Advisor
Job not on LinkedIn
🔥 0 minutes ago
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Savvy Wealth
51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
📋 Description
• Build and grow your own firm, powered by Savvy's platform and resources • Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools • Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management • Prepare and present comprehensive financial plans that cut through complexity for clients • Design, implement, and monitor long-term investment portfolios and asset allocations • Act as a design partner to Savvy's Product team — your feedback shapes the platform • Help vet and inspire other top advisors to join the Savvy network
🎯 Requirements
• Currently operating as a financial advisor • Series 65 or equivalent with a clean U4 • Existing, transferrable book of business • Proven track record of client acquisition and retention • CFA or CFP certification (preferred) • Has an entrepreneurial mindset and wants to grow a practice without the typical overhead • Brings 7+ years of investment advisory experience • Communicates financial advice with empathy, clarity, and confidence • Is energized by the idea of spending more time with clients and less time on admin
🏖️ Benefits
• Competitive salary and equity package • Unlimited PTO + paid company holidays • Access to holistic medical, dental, and vision plans • Company 401(k), Commuter, and HSA/FSA plans • NYC office in the heart of Manhattan • Lunch and snacks provided in the office • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Apply Now
