Principal Wealth Advisor

Savvy
New York
Workplace: RemoteFull timeUSD 200,000 - 1,000,000 annuallyFunction: Consulting & AdvisoryExperience: 10+ yearsSkills: []

Lead high net worth client relationships and portfolios in a fintech wealth platform, shaping advisory strategy, coordinating with Product Development and M&A to inform the roadmap, and training staff while driving business development and client acquisition.

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FursaFursa
Savvy
Savvy
1 year ago

Principal Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Lead high net worth client relationships and portfolios in a fintech wealth platform, shaping advisory strategy, coordinating with Product Development and M&A to inform the roadmap, and training staff while driving business development and client acquisition.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •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.

Pay and Benefits

Salary: USD 200,000 - 1,000,000 annually
Equity and Bonus:Equity
Perks:Paid LeaveHealth InsuranceDentalVision401kEquityRemote Work

Key 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
Experience:10+ years
Certifications:Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Languages:English
Tech Stack:ExcelAI

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
Website