Senior Wealth Advisor, Columbus, OH
The Opportunity
Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform.
This is a unique opportunity to have a voice in building the product you use every day.
What You'll Do
- Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
- Develop new HNW client relationships through Savvy's marketing and lead generation programs
- Provide comprehensive financial planning and investment management advice to clients
- Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
- Partner with our user research and design teams to optimize the client experience and platform UI / UX
Who You Are
- 10+ years of experience as a financial advisor
- Manage a portable book of business with $15M+ in AUM
- Certified Investment Adviser Representative (Series 65 or 66)
- Passionate about using technology to deliver better financial outcomes
- Thrive in a fast-paced, entrepreneurial environment
Why Savvy
- Competitive total comp : $100,000 - $499,000 K salary + revenue participation + equity
- Dedicated NYC office in Union Square for client meetings
- Unlimited PTO, 401(k), and top health insurance plans
- Opportunity to drive innovation at a disruptive, VC-backed fintech startup
- Commitment to diversity - we're actively recruiting more women to our advisor force
Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join us in building the future of wealth management
Senior Wealth Advisor, Columbus, OH
The Opportunity Savvy Wealth is a technology driven RIA shaping the future of wealth management. We hire.. As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. You'll..
College Admissions Advisor - Columbus, OH
Here's the opportunity. Jovie is looking for upbeat, engaging babysitters to provide support to loving local families while caring for children of all ages! A variety of schedules ..
Senior Electrical Engineer - Columbus, OH
OH facility and will oversee engineering projects from conception to completion, ensuring they meet technical specifications, budget constraints, and deadline. The candidate will be expected to..
Senior Project Engineer - Columbus, OH
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life changing technologies spans the spectrum of healthcare, with lea..
Wealth Advisor
Wealth Advisor Columbus, OH 43221 WHO WE ARE Hyre Personal Wealth, a growing wealth management practice.. As Forbes' Best In State Wealth Management Team for 2024, we are more than just a wealth management..
Senior Java Developer (Columbus, OH)
Workstate seeks a Senior Consultant (Full Stack .NET) to join our team! If your mission is to find a career that delivers collaborative teamwork, active learning and mentoring, and leaving a..