Direct Ashby career site

Principal Wealth Advisor

Pay: $200,000 – $1,000,000 per year
Location: Remote (US)
Job type: Full-time
Level: Lead / Staff
Experience: 7+ years
Listed: 23 days ago

Skills & highlights for this role

Series 65
investment advisory
financial planning
client acquisition
client retention
Series 65 licensing

Also useful

CFA
CFP
AI-powered wealth management software

Stated benefits & perks

Health
Dental
Vision
401k match
Unlimited pto

Recognition

We're a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™

Build Your Dream Advisory Practice - Powered by Savvy

At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.

As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.

You will

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
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
Prepare and present comprehensive financial plans that cut through complexity for clients
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
Help vet and inspire other top advisors to join the Savvy network

Required experience

Currently operating as a financial advisor
Series 65 or equivalent with a clean U4
Existing, transferrable book of business
Proven track record of client acquisition and retention
CFA or CFP certification (preferred)

The ideal candidate

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

What Savvy brings to the table

AI-powered software that eliminates manual, non-client-facing work
Dedicated marketing team to accelerate growth
Dedicated operations team to service clients
Seamless back-office workflows built for modern advisory practices
A fully supported, white-glove transition process for your existing book
Industry-leading compensation with equity
Flexibility to keep your own brand name
Remote and hybrid flexibility
A seat at the table - advisors directly influence Savvy's product roadmap

Compensation Range: $200K - $1M+

This role is fully remote: no on-site work required.

Benefits

Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring 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)

About Savvy Wealth

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. 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.

In return, they get a true business-in-a-box: 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. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. 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. 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.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Why Savvy?

We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.

Wealth management is a $545 billion industry still running on spreadsheets. We're changing that - and we want the best advisors in the business building their future with us!

Read the original posting

From Savvy's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

What is the salary for the Principal Wealth Advisor role at Savvy?

The Principal Wealth Advisor posting at Savvy states compensation of $200,000 – $1,000,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Savvy's official career site.

Where is the Principal Wealth Advisor job at Savvy located?

Yes, this Principal Wealth Advisor opening at Savvy is listed as Remote (US). Always check Savvy's application page for specific state eligibility or relocation policies.

What qualifications are required for Principal Wealth Advisor at Savvy?

For the Principal Wealth Advisor role, Savvy highlights 7+ years of relevant experience; experience with investment advisory, financial planning, client acquisition, client retention, Series 65 licensing. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Principal Wealth Advisor position at Savvy?

This listing links directly to Savvy's Ashby application page. You can apply directly on Savvy's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

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