Savvy Wealth · 23 hours ago
Senior Wealth Advisor, Scottsdale
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expSavvy Wealth is a digital-first platform for financial advisors aiming to modernize human financial advice. The Senior Wealth Advisor will develop and manage high net worth client relationships, advise on investment strategies, and collaborate with product development 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
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
Access to best in class medical, dental, and vision plans
Unlimited PTO + paid company holidays
Solo 401(k)
NYC office with breathtaking views in the heart of Manhattan
Competitive total compensation package comprised of Revenue Participation and Equity
Lunch, dinner, and snacks provided in the office ($10,400/year)
Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
Company
Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$105.8MKey Investors
The House Fund
2025-07-02Series B· $72M
2024-08-05Series A· $15.5M
2022-11-10Series A· $11M
Leadership Team
Ritik Malhotra
Founder & CEO
Recent News
2025-09-24
2025-09-24
2025-09-23
Company data provided by crunchbase