Senior Wealth Manager
- Tekjobs
115 Days Ago
NA
NA
Dallas-TX
10-12 Years
Required Skills: Investment Adviser, driven wealth management environment
Job Description
Job Title: Senior Wealth Manager
Client: Savvy Wealth
Senior Wealth Advisor – Dallas, TX (Texas-based candidates only)
Compensation: Competitive, based on Annual Recurring Revenue (ARR) model (50%-75%
depending on ARR); flexibility for candidates with $100M+ in assets.
Must-Have: 10+ years of investment advisory experience, actively advised book of business, certified Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), strong ownership mindset in a tech-driven wealth management environment, ability to thrive in a fast-paced setting with multiple priorities, and enthusiasm for Fintech and technology-driven client experiences.
Nice-to-Have: Experience at a technology-focused company, BS/MS in an analytical or technical field, managing clients with $1M+ in assets, expertise in financial planning (tax, estate planning, stock options), proficiency in financial planning software, and strong analytical, communication, and problem-solving skills
Location: Dallas, TX (Texas-based candidates only)
Employment Type: 1099 or W2 model available (includes access to group rates for benefits
and a marketing budget).
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.
Target Candidate Profile
● Texas-based candidates only (highest priority).
● Exclude candidates from Farther Finance (competitor).
● Do NOT target candidates from Raymond James or Edward Jones.
If you are a financial advisor looking for a better technology-driven backbone to support
and scale your business, Savvy Wealth offers the ideal platform.
