Jobs

Savvy is seeking a Principal Wealth Advisor to join its platform, empowering experienced financial advisors to build and grow their own client-first practices with maximum autonomy. This role is for entrepreneurial advisors with an existing, transferrable book of business who want to leverage AI-powered tools and dedicated support teams to eliminate back-office burdens. You will serve as a trusted advisor across all aspects of financial planning, focusing on client relationships and growth while directly influencing Savvy's product roadmap. The ideal candidate has 7+ years of experience, a Series 65, and a proven track record of client acquisition and retention.