Senior Wealth Advisor - Remote

Overview

The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.

In Short

• Develop new client relationships and support Business Development efforts.
• Gather client data and work with clients in understanding their financial planning and investment needs.
• Review and analyze a client's current financial situation and advise on investment strategy.
• Identify potential issues the client may have and prepare financial plans.
• Design long-term investment strategy and monitor investment portfolios.
• Work with third-party service providers across tax, trust & estate, and insurance specialties.
• Advise the Product Development team on client needs for technology platform improvements.
• Support the M&A team in Business Development efforts.

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.
• 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.

Benefits

• Access to best in class medical, dental, and vision plans.
• Unlimited PTO + paid company holidays.
• Solo 401(k).
• NYC office with breathtaking views in the heart of Manhattan.
• Competitive total compensation package.
• Lunch, dinner, and snacks provided in the office.
• Access to Teledoc for telemedicine.
• Discounts on various health and wellness services.
• Access to Health Advocate for assistance with plans and care coordination.