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Principal Wealth Advisor

Savvy Wealth· Advisors
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Remote$200k - $1000kFull-timePosted 11mo ago

About the role

Remote wealth advisor role at Savvy Wealth, an AI-native RIA platform. Advisors run their own client-first practice powered by Savvy’s platform, with equity and a formula-driven compensation model based on AUM and book of business.

Responsibilities

  • Build and grow your own firm, powered by Savvy's platform and resources
  • Develop client relationships and your book of business with 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

Qualifications

  • 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)

Skills

Required:Client acquisitionFinancial planningInvestment strategy

Benefits

  • Competitive salary and equity package
  • Relocation package to NYC office
  • Unlimited PTO + paid company holidays
  • Holistic medical, dental, and vision plans
  • Company 401(k) with Mega backdoor Roth options, Commuter, and HSA/FSA plans
  • NYC office in Union Square
  • Lunch and snacks in office, dinner if staying late
  • Access to virtual mental health care (Spring Health) and health concierge (Rightway)
  • Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Last updated Oct 14, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
Company profileWebsite

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