Financial Advisor - Build Your Dream Advisory Practice (Powered by Savvy)
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Job Description
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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
Required experience:
- 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
- CFA or CFP certification (preferred)
The ideal candidate:
- Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
- Brings 7+ years of investment advisory experience
- Has an existing, transferrable book of business
- Communicates financial advice with empathy, clarity, and confidence
- Is energized by the idea of spending more time with clients and less time on admin
- CFA or CFP certification is a plus
What Savvy brings to the table:
- AI-powered software that eliminates manual, non-client-facing work
- Dedicated marketing team to accelerate growth
- Dedicated operations team to service clients
- Seamless back-office workflows built for modern advisory practices
- A fully supported, white-glove transition process for your existing book
- Industry-leading compensation with equity
- Flexibility to keep your own brand name
- Remote and hybrid flexibility
- A seat at the table — advisors directly influence Savvy's product roadmap
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Savvy Wealth
View Company ProfileSavvy Wealth is a premier, enterprise-grade wealth management technology platform and digital-first Registered Investment Advisor (RIA) powerhouse engineered to modernize financial advice delivery. Operating at the intersection of fintech software and human-led wealth advisory, the company eliminates the operational friction of traditional wealth management firms—which historically burden wealth managers with manual client onboarding, fragmented CRM tools, administrative compliance backlogs, and clunky investment management interfaces—by deploying a fully integrated, cloud-native OS designed specifically for financial advisors. Moving beyond legacy custodial software stacks, Savvy Wealth equips independent advisors with proprietary AI tools, automated marketing engine workflows, direct indexing capabilities, and real-time client net worth dashboards with elite, scalable, and audit-ready precision. Under the hood, its sophisticated proprietary operational infrastructure—bolstered by automated portfolio rebalancing engines, secure client portals, SEC-compliant reporting architectures, and direct integration with premier custodians like Charles Schwab—natively handles high-volume client onboarding, multi-tier asset aggregation, and personalized financial planning workflows. What sets Savvy Wealth apart is its uncompromising dedication to supercharging organic advisor growth and operational yield; by empowering financial planners to offload administrative drag to intelligent software engines, the platform enables advisors to scale their Assets Under Management (AUM), optimize client relationship dynamics, and establish an unassailable benchmark for modern RIA infrastructure.
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