Senior Wealth Advisor

Company: Bridgeway Professionals
Location: Dallas
Posted on: April 2, 2025

Job Description:

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 OverviewSavvy 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?
• 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.
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Keywords: Bridgeway Professionals, Dallas , Senior Wealth Advisor, Other , Dallas, Texas