Senior Wealth Advisor Lake Oswego Or

The Opportunity Savvy Wealth is a technologydriven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM operations compliance client service marketing and lead generation allowing advisors to scale efficiently while delivering a superior client experience. As a Senior Wealth Advisor youll play a critical role in our mission to transform the industry. Youll operate in a dynamic collaborative environment partnering closely with our product and engineering teams to rapidly innovate and deliver a bestinclass wealth platform. This is a unique opportunity to have a voice in building the product you use every day.
What Youll Do Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team Develop new HNW client relationships through Savvys marketing and lead generation programs Provide comprehensive financial planning and investment management advice to clients Collaborate with our product team in weekly workshops to provide feedback and shape the product roadmap Partner with our user research and design teams to optimize the client experience and platform UI/UX Who You Are 10 years of experience as a financial advisor Manage a portable book of business with $15M in AUM Certified Investment Adviser Representative (Series 65 or 66) Passionate about using technology to deliver better financial outcomes Thrive in a fastpaced entrepreneurial environment Why Savvy Competitive total comp: $100000 $499000 K salary revenue participation equity Dedicated NYC office in Union Square for client meetings Unlimited PTO 401(k) and top health insurance plans Opportunity to drive innovation at a disruptive VCbacked fintech startup Commitment to diversity were actively recruiting more women to our advisor force Savvy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join us in building the future of wealth management
Remote Work : No