Private Wealth Advisor - Practice; Equity
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Savvy Wealth is seeking an experienced Financial Advisor to build and run your own client-first practice within the Savvy network. You’ll leverage AI-powered prospecting, a dedicated marketing/operations team, and equity in a fully supported, back-office-enabled platform to scale your book.
Candidates should have an established, transferrable book and 10+ years in investment advisory, with Series 65 (CFP/CFA preferred). Flexible remote/hybrid working options available.
Are you ready to take on the Private Wealth Advisor
- Build Your Own Practice (Equity) role at Savvy Wealth?
The Private Wealth Advisor
- Build Your Own Practice (Equity) role at Savvy Wealth is now open for applications in Newport Beach, CA, United States.
Join us at Savvy Wealth as our next Private Wealth Advisor
- Build Your Own Practice (Equity) in Newport Beach, CA, United States.
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