Senior Wealth Advisor
Company:Savvy Wealth
Location:US
Languages:English
Seniority level:Senior, 10+ years
Experience:10+ years
Skills:
Business DevelopmentData AnalysisProduct DevelopmentBusiness OperationsMentoringTeam managementFinancial analysisFinanceTrainingClient relationship managementSales experienceRisk Management
Requirements:
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
Responsibilities:
Develop new client relationships and support Business Development efforts. Gather client data and define financial planning and investment needs. Advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving, and insurance. Design long-term investment strategy and manage investment portfolios. Work with third-party service providers across tax, trust & estate, and insurance. Advise the Product Development team on platform pain points. Support the M&A team in onboarding new advisors.
