Senior Wealth Advisor: AI-Powered Practice; Remote
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-10-03
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Savvy Wealth is seeking an experienced Financial Advisor to run your own client-first practice on the Savvy platform. You’ll leverage a powerful AI-enabled tech stack to automate back-office work and grow your advisory book with autonomy.
Ideal candidates have 7+ years in investment advisory, an existing transferrable book of business, and CFA/ CFP certifications are a plus. This fully remote role offers substantial equity and growth opportunities.
Are you ready to take on the Senior Wealth Advisor: AI-Powered Practice (Remote) role at savvy?
We appreciate your interest in this position.
Join savvy and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Advisor: AI-Powered Practice (Remote) role at savvy, based in United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).