Savvy Wealth

Principal Wealth Advisor

Remote - US · Principal

Sponsorship not specifiedDetected 385 days ago

SpringProduct ManagementProduct StrategyTaxCommunicationCFA

About the role

Savvy is reinventing what it looks like to be a financial advisor.
Advisors at Savvy service up to 50% more households and save 19 hours a week.
On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture.

75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel.
Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves.
Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage.
a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support.
Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
Build and grow your own firm, powered by Savvy's platform and resources
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
Design, implement, and monitor long-term investment portfolios and asset allocations
Act as a design partner to Savvy's Product team - your feedback shapes the platform

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
CFA or CFP certification (preferred)

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
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)
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
Industry-leading compensation with equity

This listing is sourced directly from Savvy Wealth's careers page and normalized into a canonical job model.