Savvy Wealth · 4 hours ago

Senior Wealth Advisor

United States

Full-time

Remote

Senior Level

5+ years exp

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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 Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform.

Qualification

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Investment AdvisoryClient Relationship ManagementFinancial PlanningInvestment StrategyFinancial Planning SoftwareAnalytical SkillsCommunication SkillsProblem Solving

Required

5+ years of investment advisory experience.

Relevant accreditation (Series 65, Series 7 + 66, or equivalent)

An existing client book of business that you actively advise today, and are looking to manage moving forward.

Excited by more ownership and the opportunity to have a meaningful impact on Savvy’s growth.

Preferred

Proactive approach to problem solving.

A strong desire to take ownership over your work and your clients with a strategic mindset.

Adaptability and flexibility in change management as market and business conditions evolve.

Passion for developing new client relationships together with building new advisor peer relationships. desire to provide clients with an outstanding advisor experience.

Experience working with HNW clients.