Principal Wealth Advisor

About Savvy Wealth:

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. 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. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a clients 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.
1 fastest-growing financial services company in America in 2026. Newsweeks Americas Greatest Startup Workplaces (2026)
At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices theyve 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.
As a Financial Advisor on the Savvy platform, youll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. Build and grow your own firm, powered by Savvys platform and resources
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 Savvys Product team — your feedback shapes the platform
Help vet and inspire other top advisors to join the Savvy network
Currently operating as a financial advisor
Proven track record of client acquisition and retention
Brings 7+ years of investment advisory experience
Communicates financial advice with empathy, clarity, and confidence
AI-powered software that eliminates manual, non-client-facing work
Dedicated operations team to service clients
Seamless back-office workflows built for modern advisory practices
Industry-leading compensation with equity
Flexibility to keep your own brand name
Remote and hybrid flexibility
Weve raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. Were changing that - and we want the best advisors in the business building their future with us!
This role is fully remote: no on-site work required.
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
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)