Savvy Wealth is hiring a Senior Wealth Advisor

The wealth management sector, valued at $545 billion in the US, remains outdated and inefficient with minimal technological integration. Nearly 75% of financial advisors limit digital communication to email, and 62% still manually construct financial plans in spreadsheets. Consequently, financial advisors spend over 70% of their time on non-client facing administrative tasks. Our organization is revolutionizing this landscape. We're developing the most advisor-focused platform in wealth management: a digital-first solution modernizing human financial advice. Advisors partnering with us leverage AI-powered software, automated sales and marketing, and streamlined back-office workflows to scale rapidly and maximize client interaction. We've secured over $105M from premier investors including top venture capital firms and industry leaders. Our team comprises serial entrepreneurs and operators who've contributed to renowned tech companies and significant financial institutions. We've reached a critical growth phase, establishing robust product-market alignment by providing a contemporary platform for financial advisors. Having surpassed $2.2 billion in assets under management within three years and experiencing 600%+ growth in the past 18 months, we're poised for substantial product expansion and continued revenue acceleration. The Senior Wealth Advisor role is pivotal in reimagining wealth management through a technological lens. This high-impact position operates in a dynamic environment, involving active wealth management, client relationship development, and portfolio management. Additionally, you'll collaborate with Product Development and M&A teams to shape our technological roadmap, attract top wealth managers, and train emerging talent. Key Responsibilities: - Develop client relationships and support business development - Gather comprehensive client data and define financial objectives - Analyze financial situations and provide holistic advisory services - Develop long-term investment strategies and asset allocations - Collaborate with third-party service providers - Provide product development insights - Support M&A team in advisor recruitment efforts Required Qualifications: - 10+ years investment advisory experience - Existing active client portfolio - Investment Adviser Representative certification - Entrepreneurial mindset - Fintech industry enthusiasm - Ability to thrive in fast-paced environments Preferred Qualifications: - Technology company experience - Analytical/technical degree - High-net-worth client expertise - Financial planning software proficiency - Strong organizational and communication skills Benefits: - Competitive compensation package - Unlimited PTO - Comprehensive healthcare coverage - Retirement and commuter plans - Manhattan office location - Workplace wellness resources - Mental health support - Holistic employee assistance program Compensation Range: $200K - $1M