Private Wealth Advisor

Build Your Dream Advisory Practice — Powered by Savvy At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients. As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible. You will: 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

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)