{"id":378462,"url":"https://alion.io/job/savvy-wealth-principal-wealth-advisor","title":"Principal Wealth Advisor","company":{"id":4686,"name":"Savvy Wealth","domain":"savvywealth.com","url":"https://alion.io/company/savvy-wealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":99,"open_postings":4,"ghost_share":0,"stale_share":0.25,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Finance","role_family":"Finance","seniority":"lead","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":200000,"max":1000000,"currency":"USD","period":"year","gross":null,"usd_annual":1000000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Claude","optional":false}],"status":"live","first_seen_at":"2026-07-27T20:25:58Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-28T10:10:28Z","board_verified":true,"closed_at":null,"days_open":92,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":92},"description":"About Savvy Wealth:\nWealth 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.\nSavvy 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.\nAI 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.\nThe 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!\nRecognition:\nWe're a Certified Great Place to Work and have been honored for our culture and our growth:\nNewsweek's America's Greatest Startup Workplaces (2026)\n\nFortune Best Workplaces in New York™ (2026)\n\nGreat Place to Work Certified™ \n\nBuild Your Dream Advisory Practice - Powered by Savvy\nAt 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.\nAs 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.\nYou will:\nBuild and grow your own firm, powered by Savvy's platform and resources\n\nDevelop client relationships and your book of business with the support of AI-powered prospecting and marketing tools\n\nServe as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management\n\nPrepare and present comprehensive financial plans that cut through complexity for clients\n\nDesign, implement, and monitor long-term investment portfolios and asset allocations\n\nAct as a design partner to Savvy's Product team - your feedback shapes the platform\n\nHelp vet and inspire other top advisors to join the Savvy network\n\nRequired experience:\nCurrently operating as a financial advisor\n\nSeries 65 or equivalent with a clean U4\n\nExisting, transferrable book of business\n\nProven track record of client acquisition and retention\n\nCFA or CFP certification (preferred)\n\nThe ideal candidate:\nHas an entrepreneurial mindset and wants to grow a practice without the typical overhead\n\nBrings 7+ years of investment advisory experience\n\nHas an existing, transferrable book of business\n\nCommunicates financial advice with empathy, clarity, and confidence\n\nIs energized by the idea of spending more time with clients and less time on admin\n\nCFA or CFP certification is a plus\n\nWhat Savvy brings to the table:\nAI-powered software that eliminates manual, non-client-facing work\n\nDedicated marketing team to accelerate growth\n\nDedicated operations team to service clients\n\nSeamless back-office workflows built for modern advisory practices\n\nA fully supported, white-glove transition process for your existing book\n\nIndustry-leading compensation with equity\n\nFlexibility to keep your own brand name\n\nRemote and hybrid flexibility\n\nA seat at the table - advisors directly influence Savvy's product roadmap\n\nWhy Savvy?\nWe'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.\nWealth 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!\nCompensation Range: $200K - $1M+\nThis role is fully remote: no on-site work required.\nBenefits:\nCompetitive salary and equity package\n\nWe offer a generous relocation package to help top talent make the move to our NYC office\n\nUnlimited PTO + paid company holidays\n\nAccess to holistic medical, dental, and vision plans\n\nCompany 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans\n\nNYC office in Union Square\n\nLunch and snacks provided in the office, & dinner if you stay late\n\nAccess to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care\n\nAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)","description_format":"text","description_chars":5724,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans","Stock options","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":true,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-05T21:28:06Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 2","filings_12m":2,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":187500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.519,"p_room":0.28,"age_days":92,"expected_fill_days":21,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-10-28T05:59:10Z"},"pay":{"stated_usd_annual":1000000,"is_top_pay":true},"html_url":"https://alion.io/job/savvy-wealth-principal-wealth-advisor","json_url":"https://alion.io/job/savvy-wealth-principal-wealth-advisor.json","meta":{"generated_at":"2026-10-28T11:35:00Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15258,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4686},"rest":"https://alion.io/mcp/rest/get_company?id=4686"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsavvy-wealth-principal-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsavvy-wealth-principal-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsavvy-wealth-principal-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/savvy-wealth-principal-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsavvy-wealth-principal-wealth-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":378462}},{"tool":"search_jobs","arguments":{"company":"savvywealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":378462},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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