Principal Wealth Advisor

About the role

Join Savvy, a fast‑growing AI‑native wealth management platform, as a Principal Wealth Advisor. You will run your own client‑first practice with full autonomy while leveraging Savvy’s proprietary technology, marketing, and operations support. The position is fully remote, allowing you to focus on delivering high‑impact financial advice.

Key responsibilities

• Build and grow your own advisory firm using Savvy’s platform, resources, and AI‑driven prospecting tools.
• Develop deep client relationships and expand your book of business across investment strategy, tax, retirement, estate, and charitable planning.
• Prepare and present comprehensive, client‑centric financial plans that simplify complex financial situations.
• Design, implement, and monitor long‑term investment portfolios and asset allocations for clients.
• Partner with Savvy’s product team to shape the platform and mentor other top advisors joining the network.

Required profile

• Currently operating as a licensed financial advisor with a clean U4 and Series 65 (or equivalent) registration.
• 7+ years of investment advisory experience and an existing, transferable book of business.
• Proven track record of client acquisition, retention, and revenue growth.
• Entrepreneurial mindset with a desire to scale a practice without traditional overhead.
• CFA or CFP certification is preferred.

What we offer

• AI‑powered software that eliminates manual, non‑client‑facing work.
• Dedicated marketing and operations teams to accelerate growth and service clients.
• Industry‑leading compensation with equity and a transparent revenue share model.
• Flexibility to keep your own brand name and work remotely.
• Comprehensive benefits: unlimited PTO, medical/dental/vision, 401(k), mental‑health care, and more.