Senior Wealth Manager

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.

� Apply today to join a Fintech RIA that empowers advisors with cutting-edge tools and

full-service support!