Talent Relations Specialist supporting employee experience, HR processes, and culture programs at Basis, a digital media operations software company. Coordinating employee support, talent processes, and engagement initiatives.
About the role
- Financial Advisor using Savvy's AI-powered platform to build client-first advisory practice. Focus on investment strategy and client relationships with maximum autonomy and support.
Responsibilities
- Build and grow your own firm, powered by Savvy's platform and resources
- Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
- Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
- Prepare and present comprehensive financial plans that cut through complexity for clients
- Design, implement, and monitor long-term investment portfolios and asset allocations
- Act as a design partner to Savvy's Product team — your feedback shapes the platform
- Help vet and inspire other top advisors to join the Savvy network
Requirements
- Currently operating as a financial advisor
- Series 65 or equivalent with a clean U4
- Existing, transferrable book of business
- Proven track record of client acquisition and retention
- CFA or CFP certification (preferred)
- Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
- Brings 7+ years of investment advisory experience
- Communicates financial advice with empathy, clarity, and confidence
- Is energized by the idea of spending more time with clients and less time on admin
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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