Principal Wealth Advisor

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

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 10+ 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

Why Savvy?

We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.

Wealth management is a $545 billion industry still running on spreadsheets. We're changing that — and we want the best advisors in the business building their future with us!

Compensation Range: $200K - $1M

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)