Principal Wealth Advisor
About The Position
Savvy Wealth is reinventing the wealth management industry by providing experienced financial advisors with a modern, AI-native platform. As a Financial Advisor on the Savvy platform, you will run your own client-first business with maximum autonomy, backed by technology built specifically for advisors. Savvy handles the back-office burden, automates tedious work, and provides AI-powered tools, allowing advisors to focus on clients. This role offers the opportunity to build and grow your own firm, develop client relationships using AI-powered tools, serve as a trusted advisor across various financial planning areas, prepare comprehensive financial plans, design and monitor investment portfolios, and act as a design partner for Savvy's Product team. You will also 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
- Brings 7+ years of investment advisory experience
- Has an existing, transferrable book of business
Nice To Haves
- CFA or CFP certification (preferred)
- Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
- Communicates financial advice with empathy, clarity, and confidence
- Is energized by the idea of spending more time with clients and less time on admin
- CFA or CFP certification is a plus
Responsibilities
- 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
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) 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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
