[Remote] Senior Wealth Advisor, San Francisco

Note: The job is a remote job and is open to candidates in USA. Savvy Wealth is a fintech company revolutionizing the wealth management industry with its digital-first platform. The Senior Wealth Advisor will develop and manage high net worth client relationships, shape the future of advisor technology, and collaborate with Product Development and M&A teams. 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 M&A 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 • Competitive salary and equity package • Unlimited PTO + paid company holidays • Access to holistic medical, dental, and vision plans • Company 401(k), Commuter, and HSA/FSA plans • NYC office in the heart of Manhattan • Lunch and snacks provided in the office • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) 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 Apply tot his job