Senior Wealth Advisor Dana Point CA
The Opportunity
SavvyWealth is a technologydriven RIA shaping the future of wealthmanagement. We hire top advisors with existing books of businessand supercharge their growth with our proprietary software thatstreamlines CRM operations compliance client service marketing andlead generation allowing advisors to scale efficiently whiledelivering a superior client experience.
As a Senior Wealth Advisoryoull play a critical role in our mission to transform theindustry. Youll operate in a dynamic collaborative environmentpartnering closely with our product and engineering teams torapidly innovate and deliver a bestinclass wealth platform.
This isa unique opportunity to have a voice in building the product youuse every day.
What YoullDo
- Transition your book of business(minimum $15M AUM) to Savvy with our dedicated Client TransitionTeam
- Develop new HNW client relationshipsthrough Savvys marketing and lead generationprograms
- Provide comprehensive financialplanning and investment management advice toclients
- Collaborate with our product team inweekly workshops to provide feedback and shape the productroadmap
- Partner with our user research anddesign teams to optimize the client experience and platformUI / UX
Who YouAre
- 10 years of experience as afinancial advisor
- Manage a portable book ofbusiness with $15M in AUM
- Certified InvestmentAdviser Representative (Series 65 or66)
- Passionate about using technology todeliver better financial outcomes
- Thrive in afastpaced entrepreneurialenvironment
WhySavvy
- Competitive total comp : $100000$499000 K salary revenue participationequity
- Dedicated NYC office in Union Square forclient meetings
- Unlimited PTO 401(k) and tophealth insurance plans
- Opportunity to driveinnovation at a disruptive VCbacked fintechstartup
- Commitment to diversity were activelyrecruiting more women to our advisorforce
Savvy is an equal opportunityemployer. We celebrate diversity and are committed to creating aninclusive environment for all employees.
Join us in building thefuture of wealth management
Remote Work :
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