Senior Wealth Advisor Job at Savvy Wealth

Job Description

The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of Savvy's advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.

Job Responsibility

Develop new client relationships and support Business Development efforts
Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives
Review and analyze a client's current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans
Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations
Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time
Advise the Product Development team on your or your clients' pain points in effectively getting things done in order to build the best technology platform tailored to your needs
Support the M&A team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform

Requirements

10+ years of investment advisory experience
An existing client book of business that you actively advise today
Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Excited by more ownership and the opportunity to have a meaningful impact
Excited to work in the Fintech industry
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously

Nice to have

Past professional experience at a technology company
BS or MS in an analytical or technical degree
Experience working with clients whose assets are in excess of $1 million
Depth of knowledge in at least one key area of financial planning
Experience working with financial planning software
Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast

What we offer

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), vision related benefits (XP 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)

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Senior Wealth Advisor

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