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About the Role

Savvy is reinventing wealth management by empowering experienced financial advisors to build their dream practices. We handle the back-office burden, automate tedious work, and provide AI-powered tools, allowing advisors to focus on clients. As a Financial Advisor on the Savvy platform, you will run your own client-first business with maximum autonomy, backed by technology built specifically for advisors.

Responsibilities

• Build and grow your own firm, powered by Savvy's platform and resources
• Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
• Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
• Prepare and present comprehensive financial plans that cut through complexity for clients
• Design, implement, and monitor long-term investment portfolios and asset allocations
• Act as a design partner to Savvy's Product team — your feedback shapes the platform
• Help vet and inspire other top advisors to join the Savvy network

Requirements

• Currently operating as a financial advisor
• Series 65 or equivalent with a clean U4
• Existing, transferrable book of business
• Proven track record of client acquisition and retention
• Brings 7+ years of investment advisory experience
• Has an existing, transferrable book of business
• Communicates financial advice with empathy, clarity, and confidence
• Is energized by the idea of spending more time with clients and less time on admin

Skills

• Investment strategy
• Tax planning
• Retirement planning
• Estate planning
• Stock options management
• Charitable giving strategy
• Risk management
• Financial planning
• Investment portfolio design
• Asset allocation
• Client relationship management
• Client acquisition
• Client retention
• AI-powered prospecting
• AI-powered marketing

Location

• Remote

Work Type

• Remote
• Hybrid

Experience Level

• 7+ years of investment advisory experience

Education Level

• CFA or CFP certification (preferred)
• CFA or CFP certification is a plus

Salary/Compensations

• $200K - $1M+

Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office
• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the Company

• Wealth management is a $545 billion industry that still runs on manual work.
• 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel.
• Savvy is reinventing what it looks like to be a financial advisor.
• Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
• Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves.
• Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage.
• In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support.
• Advisors at Savvy service up to 50% more households and save 19 hours a week.
• AI runs through everything we do.
• On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture.
• Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
• We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial).
• Come help us scale!
• We're a Certified Great Place to Work and have been honored for our culture and our growth:
• Newsweek's America's Greatest Startup Workplaces (2026)
• Fortune Best Workplaces in New York™ (2026)
• Great Place to Work Certified™
• Savvy's mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of.
• We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.
• Savvy brings AI-powered software that eliminates manual, non-client-facing work
• Dedicated marketing team to accelerate growth
• Dedicated operations team to service clients
• Seamless back-office workflows built for modern advisory practices
• A fully supported, white-glove transition process for your existing book
• Industry-leading compensation with equity
• Flexibility to keep your own brand name
• Remote and hybrid flexibility
• A seat at the table — advisors directly influence Savvy's product roadmap
• We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors.
• We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months.
• Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.
• Wealth management is a $545 billion industry still running on spreadsheets.
• We're changing that - and we want the best advisors in the business building their future with us!