Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
Financial Advisor
Location
Arizona
Posted
2 days ago
Salary
$70K - $100K / year
Seniority
Mid Level
Job Description
Financial Advisor
Savant Wealth Management
• Deliver meaningful advice and make a real impact • 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 • Build your own network through referrals, COIs, and existing relationships • Contribute to new revenue growth through client expansion and new relationships • 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
Job Requirements
- All Financial Advisor applicants must have a clean U4 with no disclosures
- 2–5 years of experience in wealth management or advisory support
- Bachelor’s degree from an accredited institution (MBA preferred)
- CFP® certification preferred or obtained within two years
- 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
Benefits
- 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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