Note: The job is a remote job and is open to candidates in USA. Savant Wealth Management is hiring a Financial Advisor in Scottsdale to help serve and grow an emerging market. In this role, you will work closely with a lead advisor to manage client relationships and deliver a high-quality planning experience, while also contributing to business development and team collaboration.
Responsibilities
- Co-manage client relationships, helping deliver a high-quality, consistent client experience
- Prepare for, participate in, and help lead client meetings
- Serve as a key point of contact for routine client needs and follow-ups
- Coordinate financial planning workflows from start to finish in partnership with Planning Team
- Document client interactions and ensure timely execution of all follow-up items
- Support senior advisors with new client opportunities and prospect meetings
- Begin building your own network through referrals, COIs, and existing relationships
- Contribute to new revenue growth through client expansion and new relationships
- Learn to confidently communicate Savant’s planning and investment approach
- Collaborate across advisory, planning, and investment teams
- Leverage AI tools and technology to enhance efficiency and client insights
- Maintain strong organization, follow-through, and adherence to Savant processes
Skills
- All Financial Advisor applicants must have a clean U4 with no disclosures
- Employment in this position will require a signed non-compete agreement, except in states where prohibited
- 2–5 years of experience in wealth management or advisory support
- Bachelor's degree from an accredited institution
- Strong client service mindset with excellent communication skills
- Ability to manage multiple priorities with strong attention to detail
- Experience with financial planning tools and Microsoft Office
- Demonstrated ability to support or manage client relationships
- MBA preferred
- CFP® certification preferred or obtained within two years
Benefits
- A competitive base salary, aligned to experience and role scope
- Performance-based incentives tied to growth, client retention, and overall contribution
- Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
- Access to additional incentive programs aligned with individual and firm success
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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