💼 About This Role

You'll join Savvy to build your own advisory practice powered by our AI platform, gaining autonomy while we handle back-office burdens. You'll serve as a trusted advisor on investment strategy, tax planning, and estate planning, directly shaping our product roadmap.

🎯 What You'll Do

• Build and grow your own firm with Savvy's platform support
• Develop client relationships using AI-powered prospecting and marketing
• Prepare and present comprehensive financial plans
• Act as design partner to Savvy's Product team

📋 Requirements

• Currently operating as a financial advisor
• Series 65 or equivalent with a clean U4
• Existing transferrable book of business
• 10+ years of investment advisory experience

✨ Nice to Have

• CFA or CFP certification

🎁 Benefits & Perks

• 💰 Competitive salary and equity package
• 🏖️ Unlimited PTO + paid company holidays
• 🏥 Medical, dental, and vision plans
• 📈 Company 401(k) and HSA/FSA plans
• 🍽️ Lunch and snacks provided in NYC office