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Savvy Wealth · 9 hours ago

Senior Wealth Advisor

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $1,000K/yr

10+ years exp

Savvy Wealth is a pioneering company in the wealth management industry, focused on modernizing human financial advice through technology. The Senior Wealth Advisor will manage high net worth client relationships, develop new business, and collaborate with product and M&A teams to enhance the advisor technology platform.

Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management

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

Qualification

Investment advisory experienceInvestment Adviser Representative certificationFinancial planning softwareClient relationship managementFinancial planning knowledgeAnalytical skillsCommunication skillsOrganizational skillsCritical thinkingProblem-solving

Required

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

Preferred

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)