Senior Wealth Advisor - Remote

Overview

The Senior Wealth Advisor role at Savvy is a critical position that shapes the future of the wealth management industry through a fintech lens. You will develop and manage high net worth client relationships while working closely with product development and M&A teams.

In Short

• Develop new client relationships and support Business Development efforts.
• Gather and analyze client data to define financial planning needs.
• Review current financial situations and advise on investment strategies.
• Identify potential client issues and prepare financial plans.
• Design long-term investment strategies and monitor portfolios.
• Work with third-party service providers to guide clients effectively.
• Advise the Product Development team on client pain points.
• Support M&A efforts in business development.

Requirements

• 10+ years of investment advisory experience.
• An existing client book of business.
• Certified as an Investment Adviser Representative.
• Excited about ownership and impact.
• Thrives in a fast-paced environment.

Benefits

• Competitive salary and equity package.
• Unlimited PTO and paid holidays.
• Holistic medical, dental, and vision plans.
• 401(k), Commuter, and HSA/FSA plans.
• Office in Manhattan with provided lunch and snacks.
• Access to virtual mental health care and counseling services.