[Remote] Senior Wealth Advisor, San Francisco

Note: The job is a remote job and is open to candidates in USA. Savvy Wealth is a fintech company revolutionizing the wealth management industry with its digital-first platform. The Senior Wealth Advisor will develop and manage high net worth client relationships, shape the future of advisor technology, and collaborate with Product Development and M&A teams.

Responsibilities

• Develop new client relationships and support Business Development efforts
• Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives
• Review and analyze a client's current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more
• Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans
• Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations
• Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time
• Advise the Product Development team on your or your clients' pain points in effectively getting things done in order to build the best technology platform tailored to your needs
• Support the M&A team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform

Skills

• 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 (Series 65, Series 7 + 66, or equivalent)
• 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 while handling several deadlines simultaneously
• Past professional experience at a technology company
• BS or MS in an analytical or technical degree
• Experience working with clients whose assets are in excess of $1 million
• Depth of knowledge in at least one key area of financial planning
• Experience working with financial planning software
• Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast

Benefits

• 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)

Company Overview

• Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://savvywealth.com.

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