Principal Wealth Advisor
Remote regions
USBenefits
Unlimited PTO
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About Savvy:
- Wealth management is a $545 billion industry still running on manual work.
- Savvy gives independent advisors a modern, AI-native home to grow their practice.
The Role:
- Build and grow your own firm, powered by Savvy's platform and resources.
- Develop client relationships with AI-powered prospecting and marketing tools.
- Serve as a trusted advisor across investment, tax, retirement, and estate planning.
Why Savvy:
- Series C company with 170+ people, $200M raised, and $100M ARR in sight.
- Over $5 billion in AUM with 600%+ growth in the last 18 months.
- Recognized as a Great Place to Work and No. 1 fastest-growing financial services company.
Savvy Wealth
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.