About Savvy:

Savvy is building the premier technology-driven wealth management firm, giving our financial advisors access to best-in-class infrastructure, client services, marketing solutions, and overall product experience for their clients. We've grown our AUM 700%+ in the last 12 months, and we’ve done it by providing advisors the unwavering support they need to build their brands and create deeper relationships with the clients they serve every day.

Advisors at Savvy come from diverse backgrounds—whether you currently own your book and seek more support, or you’re advising a book you don’t own and want to break away to go independent.

Behind our advisors, we are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more.

We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry.

Learn more about our firm at savvywealth.com and apply below to meet our team.

The Role:

Senior Wealth Advisors are fully independent at Savvy. However, you want to run your business, we are here to support you along the way. Whether you need help across marketing, client servicing, investment management, compliance, and more, our full-service team will provide a high touch, personalized advisory experience for you and your clients.

In addition to supporting your practice, we operate as an extremely collaborative and tight knit organization, and you will have the opportunity to work closely with our Product, Operations, and Marketing teams to shape the technology platform that powers the advisor experience.

Required Qualifications:

• 5+ years of investment advisory experience.

• Relevant accreditation (Series 65, Series 7 + 66, or equivalent)

• An existing client book of business that you actively advise today, and are looking to manage moving forward.

• Excited by more ownership and the opportunity to have a meaningful impact on Savvy’s growth.

Nice to Have:

• Proactive approach to problem solving.

• A strong desire to take ownership over your work and your clients with a strategic mindset.

• Adaptability and flexibility in change management as market and business conditions evolve.

• Passion for developing new client relationships together with building new advisor peer relationships. desire to provide clients with an outstanding advisor experience.

• Experience working with HNW clients.

What You'll Do

• Develop new client relationships and support Business Development efforts.

• Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.

• Review and analyze a client’s current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.

• Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.

• Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.

• Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time.

• Advise the Product Development team on your or your clients’ pain points in effectively getting things done in order to build the best technology platform tailored to your needs.

• Support the Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform.

Life at Savvy:

At Savvy, we're building a world class team of wealth managers and technologists to deliver modern, human advice. Imagine your practice aligned with the best in-house services; teammates who want to help you grow.

We support remote practices, but you’ll also have access to our beautiful office in the heart of NYC, and opportunities to join the team in person at Advisor offsites on an annual basis.

Watch this video to learn more about why Advisors choose Savvy.

Benefits we offer:

• Access to best in class medical, dental, and vision plans

• Unlimited PTO + paid company holidays

• Solo 401(k)

• Competitive total compensation package comprised of Revenue Participation and Equity

• Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)

• Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies

• Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
  

The stated compensation range is representative, however this role has uncapped earnings potential depending on the size of the book an advisor manages.