Senior Wealth Advisor

Savvy Wealth is changing the wealth management industry with a digital-first solution that modernizes human financial advice. We're seeking a Senior Wealth Advisor to develop and manage high net worth client relationships and portfolios, and shape the future roadmap of our advisor technology platform.

Requirements

• 10+ years of investment advisory experience
• Existing client book of business with active advising
• Certified Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Ability to thrive in a demanding, fast-paced environment

Benefits

• Competitive salary
• Stock options
• Other benefits not specified