Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Wealth Advisor, Ultra High Net Worth
New York, NY · On-site +1
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Wealth Advisor, Ultra High Net Worth
New York, NY · On-site +1
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Wealth Advisor, Ultra High Net Worth
Miami, FL · On-site +1
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Wealth Advisor, Ultra High Net Worth
Miami, FL · On-site +1
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Series 65 or equivalent registration with clean U4 * Tech-savvy mindset with comfort adopting modern wealth management platforms Bonus Points * Experience managing client relationships with $50M+ in ...
Wealth Management Associate ($55,000 - $70,000)
Miami, FL · On-site
$45K - $65K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we're on a mission to redefine retirement ... Self-motivated, proactive, and eager to learn and grow. * Tech-savvy, with proficiency in CRM ...
Wealth Management Associate ($55,000 - $70,000)
Miami, FL · On-site
$45K - $65K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we're on a mission to redefine retirement ... Self-motivated, proactive, and eager to learn and grow. * Tech-savvy, with proficiency in CRM ...
Private Wealth Advisor
Phoenix, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Phoenix, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Phoenix, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Phoenix, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Phoenix, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Phoenix, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Mesa, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Private Wealth Advisor
Mesa, AZ · On-site
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... savvy to make the right decisions. We are here to serve others and help our clients be successful.
Associate Wealth Advisor
Coudersport, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Coudersport, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Hornell, NY · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Hornell, NY · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Doylestown, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Doylestown, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Doylestown, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Doylestown, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Emporium, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Emporium, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Coudersport, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Associate Wealth Advisor
Coudersport, PA · On-site
Support Wealth Advisors in servicing client relationships by maintaining regular communication ... Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with ...
Wealth Planner - Fairlawn, OH
Fairlawn, OH · On-site
$68K - $92K/yr
Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do ... savvy, embraces and integrates technology to run a planning practice * Excellent team member and ...
Wealth Planner - Fairlawn, OH
Fairlawn, OH · On-site
$68K - $92K/yr
Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do ... savvy, embraces and integrates technology to run a planning practice * Excellent team member and ...
Associate Wealth Advisor
Carlsbad, CA · On-site
$75K - $150K/yr
We are a growing wealth management firm specializing in comprehensive financial planning for pre ... You are going to be tech savvy, an adopter of change and always willing to help. You are naturally ...
Associate Wealth Advisor
Carlsbad, CA · On-site
$75K - $150K/yr
We are a growing wealth management firm specializing in comprehensive financial planning for pre ... You are going to be tech savvy, an adopter of change and always willing to help. You are naturally ...
Savvy Wealth information
What does a typical day look like for a financial advisor at Savvy Wealth?
At Savvy Wealth, financial advisors spend their days meeting with clients, developing personalized financial plans, and monitoring investment portfolios. Advisors frequently collaborate with other team members, such as portfolio managers and client service associates, to ensure comprehensive support for each client. Regular brainstorming sessions and internal training help advisors stay current with market trends and best practices. The environment is highly collaborative and client-focused, allowing advisors to leverage a wide range of expertise to serve clients effectively.
What are the key skills and qualifications needed to thrive as a wealth advisor at Savvy Wealth?
To thrive as a Wealth Advisor, you need a strong background in financial planning, investment strategies, and client portfolio management, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, CRM systems, and portfolio analysis tools is essential. Excellent communication, relationship-building, and analytical skills help you connect with clients and tailor solutions to their needs. These skills ensure you provide personalized, high-quality financial advice and foster long-term client trust and satisfaction.
What is the difference between Savvy Wealth vs Financial Advisor?
| Aspect | Savvy Wealth | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Financial planning firms, online platforms, independent consulting | Banking institutions, advisory firms, independent practice |
| Industry Usage | Used in wealth management, financial planning | Used broadly in financial planning, investment advice |
Both Savvy Wealth and Financial Advisor roles require similar credentials and operate within the wealth management industry. While Savvy Wealth often emphasizes digital tools and modern financial strategies, Financial Advisors may work more directly with clients in traditional settings. Understanding these differences helps clients choose the right professional for their financial needs.
What does Savvy Wealth do?
Savvy Wealth is a financial services company that provides wealth management, financial planning, and investment advisory services. The company employs professionals who analyze clients' financial situations and develop strategies to help achieve their financial goals, often using tools like financial software and certifications such as CFP or CFA.
More about Savvy Wealth jobs
What cities are hiring for Savvy Wealth jobs?
Cities with the most Savvy Wealth job openings:
What states have the most Savvy Wealth jobs?
States with the most job openings for Savvy Wealth jobs include:
What job categories do people searching Savvy Wealth jobs look for?
The top searched job categories for Savvy Wealth jobs are:
Full-time
Medical, Retirement, PTO
Re-posted 19 days ago
Job description
The Role
We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.
This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.
Your Impact
- Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
- Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
- Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
- Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
- Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
- Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards
The Ideal Match
- 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
- Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
- Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
- Series 65 or equivalent registration with clean U4
- Tech-savvy mindset with comfort adopting modern wealth management platforms
Bonus Points
- Experience managing client relationships with $50M+ in AUM per household
- Background working with tech founders, executives, or entrepreneurial wealth
- Experience with family governance, next-generation education, or philanthropic strategy
- Track record of exceptional client retention and satisfaction
- CFP Certification or additional credentials (CFA, CPA, JD, ChFC)Â
Why Join UsÂ
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019