[Remote] Senior Wealth Advisor, New York
Note: The job is a remote job and is open to candidates in USA. Savvy Wealth is a digital-first platform aimed at modernizing financial advice for wealth advisors. The Senior Wealth Advisor will develop and manage high net worth client relationships, guide financial planning, and collaborate with product development teams to enhance Savvy's technology platform.
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.
- 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 Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform.
Skills
- 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
- 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
Benefits
- Access to best in class medical, dental, and vision plans
- Unlimited PTO + paid company holidays
- Solo 401(k)
- NYC office with breathtaking views in the heart of Manhattan
- Competitive total compensation package comprised of Revenue Participation and Equity
- Lunch, dinner, and snacks provided in the office
- Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
- Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
- Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
Company Overview
- Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://savvywealth.com.
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