What are the responsibilities and job description for the Senior Wealth Advisor position at Client Staffing Solutions Inc?
Must-Have Qualifications
10 years of investment advisory experience.
Existing book of business that is actively advised today.
Certified to work as an Investment Adviser Representative (Series 65, Series 7 66, or equivalent).
Strong desire for ownership and meaningful impact in a tech-driven wealth management environment.
Ability to thrive in a demanding, fast-paced environment while handling multiple priorities.
Excited to work in Fintech and leverage technology to enhance client and advisor experiences.
Nice-to-Have Qualifications
Prior experience at a technology-focused company.
BS or MS in an analytical or technical discipline.
Experience managing clients with $1M in assets.
Depth of knowledge in a key financial planning area (e.g., tax, estate planning, stock options).
Proficiency in financial planning software.
Strong analytical, communication, and problem-solving skills.
Role Overview
Savvy Wealth is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. As a modern and technology-first RIA, Savvy Wealth provides full backend support, investment operations, client services, and in-house marketing to power advisors and accelerate business growth.
This high-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager will actively manage client relationships, grow their practice, and collaborate with product development teams to refine Savvy’s advisor technology platform.
Key Responsibilities
Develop and manage new client relationships, supporting business development efforts.
Conduct financial planning for clients, covering investment strategy, tax planning, retirement planning, estate planning, stock options, insurance, and charitable giving.
Analyze client financial situations, provide investment recommendations, and implement long-term strategies.
Collaborate with third-party service providers (tax, estate, and insurance specialists) to optimize client financial strategies.
Work directly with Product Development teams to improve Savvy’s technology platform based on advisor and client needs.
Support the Growth Team in sourcing, pitching, and onboarding other advisors to the Savvy platform.
Why Join Savvy Wealth?
Competitive compensation model (50%-75% revenue share, flexible for $100M AUM).
Full backend support including investment management, investment operations, and dedicated client services.
Access to in-house marketing to help advisors scale and grow their business.
Hybrid work environment with NYC headquarters offering stunning office space.
Medical, dental, and vision plans (available with group rates).
Solo 401(k), unlimited PTO, paid holidays, and exclusive benefits.
0 / visit telemedicine (Teledoc), alternative medicine discounts, and more.
