Savvy Wealth
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Senior Wealth Advisor, Salt Lake City
role at
Savvy Wealth
Base pay range $150,000.00/yr - $1,000,000.00/yr
About Savvy Savvy is a digital-first platform for financial advisors focused on modernizing human financial advice. We leverage AI-powered software, sales and marketing automation, and back-office workflows to help financial advisors scale revenue and spend more time on growth. We are a team of experienced founders with significant industry backgrounds and have raised $34M from top-tier VC firms.
The Role The Senior Wealth Advisor will develop and manage high net worth client relationships, work with product teams to shape our platform, and support growth efforts by recruiting top wealth managers.
What You'll Do
Develop and support client relationships and business development.
Assess client financial situations and advise on investment, tax, retirement, estate planning, and more.
Design and monitor investment strategies and asset allocations.
Coordinate with third-party service providers and provide feedback to product teams.
Assist in recruiting and onboarding new advisors.
What We're Seeking Must Have
10+ years of investment advisory experience.
Active client book of business.
Series 65, Series 7 + 66, or equivalent certification.
Passion for ownership and impact.
Interest in Fintech industry.
Ability to thrive in a fast-paced environment.
Nice to Have
Experience at a tech company.
Degree in analytical or technical field.
Experience with clients holding over $1 million.
Knowledge in specific financial planning areas.
Experience with financial planning software.
Strong organizational and communication skills.
Benefits
Comprehensive medical, dental, and vision plans.
Unlimited PTO and holidays.
Office in Manhattan with views.
Competitive compensation including equity.
Office meals and snacks.
Access to telemedicine and health advocacy services.
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Senior Wealth Advisor, Salt Lake City
role at
Savvy Wealth
Base pay range $150,000.00/yr - $1,000,000.00/yr
About Savvy Savvy is a digital-first platform for financial advisors focused on modernizing human financial advice. We leverage AI-powered software, sales and marketing automation, and back-office workflows to help financial advisors scale revenue and spend more time on growth. We are a team of experienced founders with significant industry backgrounds and have raised $34M from top-tier VC firms.
The Role The Senior Wealth Advisor will develop and manage high net worth client relationships, work with product teams to shape our platform, and support growth efforts by recruiting top wealth managers.
What You'll Do
Develop and support client relationships and business development.
Assess client financial situations and advise on investment, tax, retirement, estate planning, and more.
Design and monitor investment strategies and asset allocations.
Coordinate with third-party service providers and provide feedback to product teams.
Assist in recruiting and onboarding new advisors.
What We're Seeking Must Have
10+ years of investment advisory experience.
Active client book of business.
Series 65, Series 7 + 66, or equivalent certification.
Passion for ownership and impact.
Interest in Fintech industry.
Ability to thrive in a fast-paced environment.
Nice to Have
Experience at a tech company.
Degree in analytical or technical field.
Experience with clients holding over $1 million.
Knowledge in specific financial planning areas.
Experience with financial planning software.
Strong organizational and communication skills.
Benefits
Comprehensive medical, dental, and vision plans.
Unlimited PTO and holidays.
Office in Manhattan with views.
Competitive compensation including equity.
Office meals and snacks.
Access to telemedicine and health advocacy services.
#J-18808-Ljbffr