Hiring: Principal Wealth Advisor Company: Savvy Wealth Location: New York, NY Job Posted Time: 2026-09-10 13:11:47 Employment Type: Remote Target Skills & Keywords : CFA, CFP, Microsoft Excel, Risk Management, Spring, Wealth Management About the job Experience: •Currently operating as a financial advisor •Series 65 or equivalent with a clean U4 •Existing, transferrable book of business •Demonstrated success in client acquisition and retention Qualifications: •Has an entrepreneurial mindset and wants to grow a practice without the typical overhead •Brings 7+ years of investment advisory experience •Has an existing, transferrable book of business •Communicates financial advice with empathy, clarity, and confidence •Is energized by the idea of spending more time with clients and less time on admin •CFA or CFP certification is a plus •What Savvy Brings To The Table •AI-powered software that eliminates manual, non-client-facing work •Dedicated marketing team to accelerate growth •Dedicated operations team to service clients Compensation: •Competitive salary and equity package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!