Note: The job is a remote job and is open to candidates in USA. Savant Wealth Management is a trusted advisor in financial services, seeking a Financial Advisor to deliver elite financial advice to mass-affluent clients. The role involves managing a defined book of clients, providing high-quality advice, and contributing to the firm's growth through exceptional service and relationship development.
Responsibilities
- Own a defined “clear book” of Beacon clients and provide financial advice using templated, tech‑enabled workflows
- Deliver consistent, high‑quality guidance tailored to each client’s needs
- Balance efficiency with personal connection to create an excellent client experience
- Prepare and present planning concepts and portfolio updates clearly and concisely
- Document meetings, execute follow‑ups promptly, and maintain proactive client touchpoints
- Anticipate client needs and contribute to strong client satisfaction and retention
- Collaborate closely with Beacon Client Service Associates and operations partners
- Coordinate reviews, updates, trading requests, and service tickets through standardized processes
- Help ensure a smooth, consistent client experience across all interactions
- Grow wallet share and earn referrals through exceptional service
- Participate in new relationship development aligned with the Beacon model
- Hold referral conversations with the goal of generating new client relationships at Savant
- Partner with teammates to continuously improve templates, playbooks, and service standards
- Support thoughtful transitions into or out of Beacon as client complexity changes
- Maintain continuity, trust, and professionalism during client handoffs
- Use advisory AI tools to improve efficiency and meeting quality
- Leverage intelligent note‑taking, AI‑driven insights, and data tools to support better decisions
- Communicate clearly and collaborate across the Beacon team
- Step in to support teammates when needed
- Uphold Savant’s investment philosophy, ethical standards, and regulatory requirements
Skills
- 2–5 years of experience in a financial advisory or advisory support role, with demonstrated ability to manage client relationships and develop financial plans
- Bachelor's degree required
- Strong financial planning and wealth management acumen with sound judgment
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and financial planning/investment tools
- Client‑first mindset with excellent communication and listening skills
- Collaborative, team‑oriented approach with the ability to work effectively across functions
- Comfortable working in a remote environment
- Curious, growth‑minded, and aligned with Savant's Core Values
- MBA preferred
- CFP® certification preferred (or willingness to obtain within two years of hire)
Benefits
- Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
- Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
- Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
- Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
- Vision Insurance: Keep your eyes healthy with our vision insurance plan.
- Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
- Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
- 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
- Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
- Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
- Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
- Employee Recognition: Enjoy monetary awards through our recognition program.
- Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
- Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
- Exclusive Discounts: Take advantage of various discount programs for additional savings.
- Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
- Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
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