Principal Wealth Advisor
New
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Savvy WealthWealth Management
RemoteFull-TimePrincipal
Salary200,000 - 1,000,000 USD per year
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Job Details
- Experience
- 7+ years
- Required Skills
- Risk Management
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
- 7+ years of investment advisory experience
- CFA or CFP certification (preferred)
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
- Help vet and inspire other top advisors to join the Savvy network
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