What are the responsibilities and job description for the Senior Wealth Advisor, Mission Viejo, CA position at Savvy Wealth?
The Opportunity
Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform. This is a unique opportunity to have a voice in building the product you use every day.
What You'll Do
Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to rapidly innovate and deliver a best-in-class wealth platform. This is a unique opportunity to have a voice in building the product you use every day.
What You'll Do
- Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
- Develop new HNW client relationships through Savvy's marketing and lead generation programs
- Provide comprehensive financial planning and investment management advice to clients
- Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap
- Partner with our user research and design teams to optimize the client experience and platform UI/UX
- 10 years of experience as a financial advisor
- Manage a portable book of business with $15M in AUM
- Certified Investment Adviser Representative (Series 65 or 66)
- Passionate about using technology to deliver better financial outcomes
- Thrive in a fast-paced, entrepreneurial environment
- Competitive total comp: $100,000 - $499,000 K salary revenue participation equity
- Dedicated NYC office in Union Square for client meetings
- Unlimited PTO, 401(k), and top health insurance plans
- Opportunity to drive innovation at a disruptive, VC-backed fintech startup
- Commitment to diversity - we're actively recruiting more women to our advisor force
Salary : $100,000 - $499,000
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